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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 %
MAM
2876
McLean Asset Management
Virginia
$324K +$29.3K +176 +10%
PFC
2877
Phocas Financial Corp
California
$323K +$11.6K +69 +4%
TF
2878
Theory Financial
Colorado
$321K +$321K +1,903 New
CM
2879
Caption Management
Oklahoma
$320K -$2.97M -17,600 -90%
PIP
2880
Peachtree Investment Partners
Florida
$320K -$137K -815 -30%
AWM
2881
AllSquare Wealth Management
New York
$320K
ACM
2882
Armbruster Capital Management
New York
$318K -$119K -703 -27%
FPTW
2883
Franklin, Parlapiano, Turner & Welch
Texas
$317K
FP
2884
Fiduciary Planning
Florida
$317K +$7.42K +44 +2%
AIA
2885
Affinity Investment Advisors
California
$317K
TB
2886
Terril Brothers
Missouri
$316K +$62.9K +373 +25%
WAOI
2887
Wealth Advisors of Iowa
Iowa
$316K +$16.7K +99 +6%
SWP
2888
Summit Wealth Partners
Florida
$316K +$59K +350 +23%
GCM
2889
Goldstream Capital Management
Hong Kong
$316K
B
2890
Bensler
Washington
$314K -$32.9K -195 -9%
SFM
2891
Signet Financial Management
New Jersey
$314K -$27.3K -162 -8%
AL
2892
ADE LLC
Maryland
$314K -$4.05K -24 -1%
FA
2893
Faithward Advisors
Pennsylvania
$313K -$45.4K -315 -13%
FWM
2894
Focused Wealth Management
New York
$313K +$22.3K +132 +8%
SC
2895
Saturna Capital
Washington
$312K
CAM
2896
Concorde Asset Management
Michigan
$312K +$12K +71 +4%
TFM
2897
TFC Financial Management
Massachusetts
$312K +$75.2K +446 +32%
AMCA
2898
Arthur M. Cohen & Associates
Illinois
$311K
RA
2899
Regis Acquisition
Colorado
$311K
KWM
2900
KFG Wealth Management
Indiana
$310K