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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 %
FFG
2901
Fortem Financial Group
California
$310K -$13.2K -78 -4%
AGWCA
2902
Annis Gardner Whiting Capital Advisors
Florida
$309K +$309K +1,834 New
IFA
2903
Index Fund Advisors
California
$309K +$309K +1,833 New
TC
2904
Trust Company
Kansas
$308K -$63.2K -375 -17%
SFA
2905
Seneca Financial Advisors
New York
$308K +$308K +1,827 New
MECA
2906
Miller Equity Capital Advisors
Texas
$307K
FFIC
2907
First Fiduciary Investment Counsel
Ohio
$307K +$58.9K +350 +24%
IWP
2908
IAG Wealth Partners
Wisconsin
$306K -$25.3K -150 -8%
MF
2909
Montis Financial
Massachusetts
$305K +$34.2K +203 +13%
MCM
2910
MV Capital Management
Maryland
$304K -$25.6K -152 -8%
AWC
2911
Adamsbrown Wealth Consultants
Kansas
$303K +$7.08K +42 +2%
LGG
2912
Luts & Greenleigh Group
Maryland
$303K -$15.8K -94 -5%
BA
2913
Bluesphere Advisors
Pennsylvania
$302K +$27.3K +162 +10%
KCM
2914
Kendall Capital Management
Maryland
$301K -$24.4K -145 -8%
IAG
2915
Investment Advisory Group
Massachusetts
$301K +$8.43K +50 +3%
CJFS
2916
Coulter & Justus Financial Services
Tennessee
$301K
PCH
2917
PGIM Custom Harvest
New Jersey
$300K +$300K +1,780 New
LFG
2918
Lockerman Financial Group
California
$300K -$15K -89 -5%
IWP
2919
Insight Wealth Partners
Texas
$299K
TSW
2920
Three Seasons Wealth
Utah
$299K +$299K +1,776 New
EC
2921
EdgeRock Capital
Colorado
$299K +$38.8K +230 +15%
CWM
2922
Centurion Wealth Management
Virginia
$299K +$28.2K +167 +10%
PAG
2923
Paladin Advisory Group
Iowa
$299K
IRC
2924
Investors Research Corp
Georgia
$298K +$1.86K +11 +0.6%
CAL
2925
Capital Advisors Ltd
Ohio
$298K -$12.5K -74 -4%