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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 %
MWP
2801
Meridian Wealth Partners
Pennsylvania
$355K +$26K +154 +8%
OFS
2802
OneAscent Financial Services
Alabama
$355K +$355K +2,108 New
OTPPB
2803
Ontario Teachers' Pension Plan Board
Ontario, Canada
$355K -$837K -4,961 -70%
LJAC
2804
L.J. Altfest & Co
New York
$354K -$61K -362 -15%
AC
2805
ASB Consultores
Florida
$353K -$116K -689 -25%
PGWM
2806
Parisi Gray Wealth Management
New Jersey
$353K +$121K +717 +52%
CFGSD
2807
Compass Financial Group (South Dakota)
South Dakota
$353K +$21.3K +126 +6%
CBOR
2808
Community Bank of Raymore
Missouri
$352K
CWM
2809
Circle Wealth Management
New Jersey
$352K +$79.6K +472 +29%
JWS
2810
Juncture Wealth Strategies
Arizona
$352K -$843 -5 -0.2%
CWP
2811
Curated Wealth Partners
California
$352K -$8.43K -50 -2%
BFAG
2812
Blackston Financial Advisory Group
Florida
$351K +$14.3K +85 +4%
FFA
2813
Fi3 Financial Advisors
Indiana
$350K +$41.1K +244 +13%
CC
2814
Constitution Capital
Connecticut
$350K
PWA
2815
Phoenix Wealth Advisors
North Carolina
$350K +$71.3K +423 +26%
WC
2816
Weil Company
California
$347K +$169 +1 +0%
AA
2817
ALPS Advisors
Colorado
$347K +$347K +2,060 New
OCM
2818
Osterweis Capital Management
California
$347K
PIA
2819
Powell Investment Advisors
Florida
$346K
NPF
2820
Norris Perne & French
Michigan
$346K +$16.9K +100 +5%
ACA
2821
Atlas Capital Advisors
Wyoming
$345K +$81.6K +484 +31%
FA
2822
Fountainhead AM
New Jersey
$344K -$150K -889 -30%
SGK
2823
Steigerwald Gordon & Koch
Virginia
$344K -$9.61K -57 -3%
FPWM
2824
FSB Premier Wealth Management
Iowa
$344K +$126K +749 +58%
LFP
2825
Lakeshore Financial Planning
Michigan
$343K +$343K +2,035 New