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Chevron

3,037 hedge funds and large institutions have $196B invested in Chevron in 2022 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 1,477 increasing their positions, 1,117 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,037
Holders Change
-3
Holders Change %
-0.1%
% of All Funds
52.52%
Holding in Top 10
273
Holding in Top 10 Change
+47
Holding in Top 10 Change %
+20.8%
% of All Funds
4.72%
New
128
Increased
1,477
Reduced
1,117
Closed
82
Calls
$3.85B
Puts
$3.42B
Net Calls
+$429M
Net Calls Change
+$339M
Name Holding Trade Value Shares
Change
Shares
Change %
BMCM
2776
Burns Matteson Capital Management
New York
$243K -$5.03K -35 -2%
FWM
2777
Focused Wealth Management
New York
$242K +$17.4K +121 +8%
BBW
2778
Blue Barn Wealth
Utah
$242K +$43.2K +301 +22%
CWM
2779
Collaborative Wealth Management
Florida
$241K -$14.9K -104 -6%
LFG
2780
Leverty Financial Group
Wisconsin
$241K
ML
2781
McAdam LLC
Pennsylvania
$241K +$241K +1,679 New
PCA
2782
Pallas Capital Advisors
Massachusetts
$240K -$54.9K -303 -19%
First Eagle Investment Management
2783
First Eagle Investment Management
New York
$240K -$4.6K -32 -2%
MF
2784
Montis Financial
Massachusetts
$240K +$432 +3 +0.2%
BI
2785
Ballast Inc
Kentucky
$239K
NIM
2786
NuWave Investment Management
New Jersey
$238K -$238K -1,656 -50%
PGA
2787
Portland Global Advisors
Maine
$238K -$63.7K -443 -21%
CSIA
2788
Charles Schwab Investment Advisory
California
$238K -$30K -209 -11%
SCM
2789
Stonehearth Capital Management
Massachusetts
$238K +$25.2K +176 +12%
SC
2790
Saturna Capital
Washington
$238K +$36.8K +256 +18%
WF
2791
Whelan Financial
California
$238K +$238K +1,656 New
FWSM
2792
First Wilshire Securities Management
California
$237K
OFW
2793
Omnia Family Wealth
Florida
$237K
SRG
2794
SBB Research Group
Illinois
$237K +$2.16K +15 +0.9%
AFS
2795
AFG Fiduciary Services
Massachusetts
$237K +$3.45K +24 +1%
JWWM
2796
Johnson & White Wealth Management
Pennsylvania
$237K +$237K +1,651 New
RCG
2797
Resource Consulting Group
Florida
$236K +$236K +1,645 New
LRWA
2798
Long Run Wealth Advisors
New York
$235K -$29.7K -207 -11%
SFA
2799
Source Financial Advisors
New York
$235K +$15.6K +109 +7%
SL
2800
Sentinus LLC
Illinois
$235K +$235K +1,636 New