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Chevron

3,310 hedge funds and large institutions have $223B invested in Chevron in 2023 Q3 according to their latest regulatory filings, with 211 funds opening new positions, 1,616 increasing their positions, 1,101 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,310
Holders Change
+50
Holders Change %
+1.53%
% of All Funds
52.77%
Holding in Top 10
268
Holding in Top 10 Change
+72
Holding in Top 10 Change %
+36.73%
% of All Funds
4.27%
New
211
Increased
1,616
Reduced
1,101
Closed
121
Calls
$4.34B
Puts
$3.82B
Net Calls
+$521M
Net Calls Change
+$63.2M
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
2776
Nadler Financial Group
Illinois
$369K +$1.18K +7 +0.3%
KBFS
2777
Kohmann Bosshard Financial Services
Ohio
$368K -$9.95K -59 -3%
WOSD
2778
WFA of San Diego
California
$367K -$42.2K -250 -10%
BCG
2779
Breakwater Capital Group
New Jersey
$367K +$115K +799 +46%
DTL
2780
Dynamic Technology Lab
Singapore
$366K -$1.68M -9,944 -82%
WPW
2781
Watershed Private Wealth
Illinois
$365K +$337 +2 +0.1%
CFSG
2782
Community Financial Services Group
Vermont
$365K +$365K +2,166 New
GA
2783
Geller Advisors
New York
$365K +$8.43K +50 +2%
KIC
2784
Kensington Investment Counsel
California
$365K +$43.7K +259 +14%
EDRIA
2785
Edmonds Duncan Registered Investment Advisors
Kansas
$364K
MCI
2786
MRP Capital Investments
Georgia
$364K +$135K +800 +59%
DM
2787
Diker Management
New York
$364K
FP
2788
Financial Perspectives
Minnesota
$363K -$7.92K -47 -2%
LCM
2789
Lazari Capital Management
California
$363K +$3.2K +19 +0.9%
LL
2790
LWMG LLC
Minnesota
$362K +$12K +71 +3%
YWM
2791
Yoder Wealth Management
California
$362K -$52.9K -314 -13%
CIP
2792
Capital Insight Partners
Arizona
$360K -$71.8K -426 -17%
GWAG
2793
Garrett Wealth Advisory Group
Texas
$359K +$13.3K +79 +4%
SCG
2794
Sonata Capital Group
Washington
$359K
BWS
2795
Buck Wealth Strategies
Colorado
$358K +$6.75K +40 +2%
PIFP
2796
Partners in Financial Planning
Virginia
$358K +$358K +2,124 New
FCFC
2797
First Citizens Financial Corp
Iowa
$357K
KFS
2798
Kelly Financial Services
Massachusetts
$357K -$3.71K -22 -1%
WCWM
2799
Wooster Corthell Wealth Management
Connecticut
$357K
UL
2800
Unionview LLC
Washington
$355K +$7.93K +47 +2%