CVX icon

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 %
SFP
2876
Shepherd Financial Partners
Massachusetts
$301K -$2.33K -13 -0.8%
FA
2877
Faithward Advisors
Pennsylvania
$301K +$21.4K +119 +8%
MWA
2878
Motive Wealth Advisors
Michigan
$300K +$31.9K +178 +12%
BWA
2879
Bordeaux Wealth Advisors
California
$300K +$39.7K +221 +15%
MGWM
2880
Marks Group Wealth Management
Minnesota
$300K -$11.8K -66 -4%
MF
2881
Montis Financial
Massachusetts
$300K +$359 +2 +0.1%
CWG
2882
Crown Wealth Group
North Carolina
$299K -$198K -1,101 -40%
HAS
2883
HBW Advisory Services
California
$299K -$37.3K -417 -11%
WWM
2884
Windsor Wealth Management
Indiana
$299K +$1.24K +7 +0.4%
BI
2885
Ballast Inc
Kentucky
$299K
SRG
2886
SBB Research Group
Illinois
$298K +$2.33K +13 +0.8%
KWS
2887
Keystone Wealth Services
California
$298K -$12.6K -70 -4%
SCM
2888
Stonehearth Capital Management
Massachusetts
$298K
CWA
2889
Capital Wealth Alliance
Arizona
$298K -$72.3K -403 -20%
WA
2890
Wealth Advisors
California
$298K +$6.64K +37 +2%
WF
2891
Whelan Financial
California
$297K +$179 +1 +0.1%
FWM
2892
Focused Wealth Management
New York
$297K -$5.39K -30 -2%
SC
2893
Saturna Capital
Washington
$297K
MCI
2894
MRP Capital Investments
Georgia
$297K +$297K +1,656 New
PGA
2895
Portland Global Advisors
Maine
$297K
PWA
2896
Phoenix Wealth Advisors
North Carolina
$297K -$19.6K -109 -6%
OFW
2897
Omnia Family Wealth
Florida
$296K
FWSM
2898
First Wilshire Securities Management
California
$296K
BBW
2899
Blue Barn Wealth
Utah
$296K -$7.18K -40 -2%
IAG
2900
Investment Advisory Group
Massachusetts
$295K +$3.59K +20 +1%