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Chevron

3,269 hedge funds and large institutions have $246B invested in Chevron in 2022 Q4 according to their latest regulatory filings, with 400 funds opening new positions, 1,267 increasing their positions, 1,300 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,269
Holders Change
+232
Holders Change %
+7.64%
% of All Funds
52.74%
Holding in Top 10
352
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+28.94%
% of All Funds
5.68%
New
400
Increased
1,267
Reduced
1,300
Closed
105
Calls
$3.96B
Puts
$4.44B
Net Calls
-$481M
Net Calls Change
-$910M
Name Holding Trade Value Shares
Change
Shares
Change %
CPCM
2826
Cardinal Point Capital Management
Ontario, Canada
$332K +$332K +1,852 New
TI
2827
Truepoint Inc
Ohio
$331K -$8.98K -50 -3%
MAM
2828
Marotta Asset Management
Virginia
$330K +$1.26K +7 +0.4%
KWM
2829
KFG Wealth Management
Indiana
$329K +$329K +1,834 New
FP
2830
Fiduciary Planning
Florida
$329K +$1.08K +6 +0.3%
WH
2831
Willner & Heller
California
$329K -$5.21K -29 -2%
KBFS
2832
Kohmann Bosshard Financial Services
Ohio
$328K -$1.08K -6 -0.3%
FCFC
2833
First Citizens Financial Corp
Iowa
$327K +$71.9K +400 +28%
MWP
2834
Meridian Wealth Partners
Pennsylvania
$327K +$23.5K +131 +8%
SSW
2835
Stone Summit Wealth
Florida
$327K -$14.4K -80 -4%
MECA
2836
Miller Equity Capital Advisors
Texas
$327K
BWA
2837
Burt Wealth Advisors
Maryland
$325K
PA
2838
Planning Alternatives
Michigan
$325K
WAOI
2839
Wealth Advisors of Iowa
Iowa
$324K -$18.5K -103 -5%
TWM
2840
Triton Wealth Management
Arizona
$324K +$361 +2 +0.1%
EC
2841
EdgeRock Capital
Colorado
$324K +$148K +824 +84%
HA
2842
Hofer & Associates
California
$324K -$8.97K -50 -3%
DWA
2843
Delap Wealth Advisory
Oregon
$324K +$324K +1,804 New
GWAG
2844
Garrett Wealth Advisory Group
Texas
$323K +$14K +78 +5%
VFP
2845
Verus Financial Partners
Virginia
$323K -$53.2K -306 -14%
HCMG
2846
Howard Capital Management Group
California
$322K +$10.2K +57 +3%
KW
2847
KWB Wealth
California
$322K -$151K -840 -32%
AA
2848
Aufman Associates
Pennsylvania
$320K -$33.2K -185 -9%
TWP
2849
Transparent Wealth Partners
Arkansas
$320K +$2.69K +15 +0.8%
IWP
2850
Insight Wealth Partners
Texas
$319K