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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 %
CA
2926
Calton & Associates
Florida
$298K -$1.09M -6,489 -79%
PA
2927
Planning Alternatives
Michigan
$297K
NWM
2928
Northcape Wealth Management
New York
$297K -$55K -326 -16%
FFA
2929
Fairfield Financial Advisors
Massachusetts
$297K +$47.5K +282 +19%
OIM
2930
Oder Investment Management
California
$297K +$337 +2 +0.1%
SIA
2931
Strategic Investment Advisors
Michigan
$296K +$11K +65 +4%
KA
2932
Kooman & Associates
Pennsylvania
$295K +$30.7K +182 +12%
AFGAS
2933
Allegiance Financial Group Advisory Services
Virginia
$295K
AIA
2934
Arbor Investment Advisors
North Carolina
$294K
ORC
2935
O'Rourke & Company
Massachusetts
$294K +$20.9K +124 +8%
WA
2936
Wealthstream Advisors
New York
$294K +$32.4K +192 +12%
MAM
2937
Marotta Asset Management
Virginia
$293K -$15.5K -92 -5%
GCIM
2938
Gunn & Company Investment Management
Florida
$293K +$293K +1,740 New
CSPAM
2939
Cary Street Partners Asset Management
Virginia
$292K
FIC
2940
Family Investment Center
Missouri
$292K
VWA
2941
V Wealth Advisors
Kansas
$292K -$890K -5,278 -75%
CFS
2942
CGC Financial Services
Oregon
$290K -$67.5K -400 -19%
VFP
2943
Verus Financial Partners
Virginia
$290K
SC
2944
Sykon Capital
New York
$290K +$290K +1,718 New
BA
2945
Bridge Advisory
California
$289K +$30K +178 +12%
BONST
2946
Bank of Nova Scotia Trust
Ontario, Canada
$289K -$16K -95 -5%
WWM
2947
Windsor Wealth Management
Indiana
$289K -$41.5K -246 -13%
JCM
2948
Jacobsen Capital Management
Utah
$289K +$289K +1,713 New
HWMT
2949
Heritage Wealth Management (Texas)
Texas
$289K -$1.18K -7 -0.4%
SWRP
2950
Summit Wealth & Retirement Planning
California
$288K +$169 +1 +0.1%