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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 %
PWA
2826
PCG Wealth Advisors
Kansas
$225K +$225K +1,580 New
ACA
2827
Atlas Capital Advisors
Wyoming
$225K -$21.6K -150 -9%
FA
2828
Faithward Advisors
Pennsylvania
$224K -$2.59K -18 -1%
OCPWS
2829
One Charles Private Wealth Services
Massachusetts
$224K +$1.15K +8 +0.5%
FS
2830
Ferguson Shapiro
Georgia
$223K
RMC
2831
Regis Management Company
California
$222K
BA
2832
Bridge Advisory
California
$222K +$12.9K +90 +6%
TLCM
2833
Twin Lakes Capital Management
California
$221K -$196K -1,368 -47%
KNW
2834
Kesler Norman & Wride
Utah
$219K +$14.7K +102 +7%
SHWM
2835
Smith & Howard Wealth Management
Georgia
$219K +$219K +1,526 New
HCP
2836
Holt Capital Partners
Texas
$218K -$890K -6,190 -80%
SQA
2837
Simon Quick Advisors
New Jersey
$218K +$12.8K +89 +6%
SFG
2838
SNS Financial Group
Minnesota
$217K +$8.04K +56 +4%
CI
2839
Carroll Investors
South Carolina
$217K +$217K +1,506 New
TFA
2840
Trinity Financial Advisors
Ohio
$217K +$217K +1,513 New
SC
2841
Shay Capital
New York
$216K -$230K -1,600 -52%
FFIC
2842
First Fiduciary Investment Counsel
Ohio
$216K
AMCA
2843
Arthur M. Cohen & Associates
Illinois
$215K +$215K +1,495 New
MWA
2844
Motive Wealth Advisors
Michigan
$215K +$215K +1,496 New
CCA
2845
Catalyst Capital Advisors
New York
$214K
BIM
2846
Bullseye Investment Management
Ohio
$214K
OL
2847
Optas LLC
Texas
$213K -$188K -1,318 -47%
NG
2848
Northstar Group
New York
$213K
LNWTC
2849
Laird Norton Wetherby Trust Company
Washington
$212K -$408K -2,845 -66%
CWM
2850
Circle Wealth Management
New Jersey
$212K -$30.1K -209 -12%