CVX icon

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 %
TCM
2926
TD Capital Management
Tennessee
$120K +$120K +838 New
SPWM
2927
Spartan Planning & Wealth Management
North Carolina
$118K -$26.5K -184 -18%
TFM
2928
TFC Financial Management
Massachusetts
$113K +$719 +5 +0.6%
PGAM
2929
Princeton Global Asset Management
New Jersey
$112K
PG
2930
Proffitt & Goodson
Tennessee
$107K -$43.4K -302 -29%
MIM
2931
Macroview Investment Management
Maryland
$107K -$10.9K -76 -9%
LWA
2932
Lowe Wealth Advisors
Maryland
$106K
FDCC
2933
Foster Dykema Cabot & Co
Massachusetts
$104K +$35.8K +250 +52%
UIA
2934
Ulland Investment Advisors
Minnesota
$103K
IRAG
2935
Investment Research & Advisory Group
Georgia
$101K
TC
2936
Truvestments Capital
Florida
$100K -$1.15K -8 -1%
SFA
2937
Semmax Financial Advisors
North Carolina
$94K
SC
2938
Stephens Consulting
Michigan
$92.5K +$4.6K +32 +5%
RA
2939
Rise Advisors
New York
$92K +$45.1K +313 +96%
MFT
2940
Moisand Fitzgerald Tamayo
Florida
$88K +$11.8K +82 +16%
MSFP
2941
Mark Sheptoff Financial Planning
Connecticut
$86K
MUMSS
2942
Mitsubishi UFJ Morgan Stanley Securities
Japan
$86K +$63.1K +440 +275%
JWBC
2943
John W. Brooker & Co
California
$85K
OA
2944
Operose Advisors
Wisconsin
$82K +$22.2K +155 +37%
MW
2945
Milestone Wealth
New York
$80K
LD
2946
Lipe & Dalton
New York
$77K
DWA
2947
Delos Wealth Advisors
Texas
$77K +$143 +1 +0.2%
LFA
2948
Level Financial Advisors
New York
$76K
AWM
2949
Abound Wealth Management
Tennessee
$74.2K +$74.2K +516 New
LFASL
2950
Lugano Financial Advisors SA (LFA)
Switzerland
$72K