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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 %
GAG
2951
Goodman Advisory Group
Massachusetts
$72K
APP
2952
Alpha Paradigm Partners
Illinois
$68K -$150K -1,045 -69%
IHWM
2953
Iron Horse Wealth Management
Iowa
$68K -$73.2K -511 -52%
CPFP
2954
Clear Perspectives Financial Planning
Ohio
$67K -$67.6K -473 -50%
CWM
2955
CarsonAllaria Wealth Management
Illinois
$61K +$24.2K +168 +66%
PWP
2956
Principle Wealth Partners
Connecticut
$60.5K -$1.14K -792 -2%
MCM
2957
Magnolia Capital Management
New York
$57K
TCM
2958
Tradewinds Capital Management
Washington
$57K +$4.34K +30 +8%
BSWA
2959
Bromfield Sneider Wealth Advisors
Massachusetts
$56K
CQS
2960
Credential Qtrade Securities
$55.9K +$1.87K +13 +3%
CAL
2961
Capital Advisors Ltd
Ohio
$55K -$1.74K -12 -3%
HIM
2962
Hillsdale Investment Management
Ontario, Canada
$54K +$30.2K +210 +127%
WWP
2963
WR Wealth Planners
Missouri
$53.3K +$287 +2 +0.5%
DCM
2964
Disciplina Capital Management
Tennessee
$50.3K +$6.61K +46 +15%
CM
2965
Cornerstone Management
Georgia
$49.4K
CDIA
2966
Capital Directions Investment Advisors
Georgia
$49K -$49K -340 Closed
NOI
2967
Newton One Investments
Delaware
$47K
AWMS
2968
Advocacy Wealth Management Services
Georgia
$47K
RAM
2969
Riggs Asset Management
Pennsylvania
$47K
HC
2970
Hoese & Co
Minnesota
$46K
BCPWM
2971
Bradley & Co Private Wealth Management
Florida
$46K
WA
2972
Win Advisors
Florida
$46K +$717 +5 +2%
GA
2973
GoalVest Advisory
New York
$45K -$44.7K -309 -50%
OIS
2974
Okabena Investment Services
Minnesota
$43K -$49.9K -348 -54%
SWM
2975
Stapp Wealth Management
Washington
$42K +$42K +294 New