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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 %
CFG
2951
Carr Financial Group
Massachusetts
$288K
SRG
2952
SBB Research Group
Illinois
$288K +$2.7K +16 +0.9%
NSG
2953
Nalls Sherbakoff Group
Tennessee
$287K
AA
2954
Aufman Associates
Pennsylvania
$287K -$5.9K -35 -2%
RWA
2955
Rooted Wealth Advisors
Illinois
$287K +$35.1K +243 +14%
RLWM
2956
RF&L Wealth Management
Massachusetts
$287K
SC
2957
Savoie Capital
Illinois
$287K +$287K +1,700 New
SC
2958
Saiph Capital
New Jersey
$286K +$286K +1,696 New
CCM
2959
Check Capital Management
California
$284K
FWP
2960
Firethorn Wealth Partners
Georgia
$284K +$3.2K +19 +1%
CWA
2961
Capital Wealth Alliance
Arizona
$284K +$1.18K +7 +0.4%
TFA
2962
Tranquilli Financial Advisor
New Jersey
$283K +$8.26K +49 +3%
LSA
2963
L & S Advisors
California
$282K -$94.4K -560 -25%
WCM
2964
WealthBridge Capital Management
Ohio
$282K +$10.1K +60 +4%
CM
2965
Columbus Macro
Pennsylvania
$279K -$4.21K -25 -1%
CCA
2966
Column Capital Advisors
Indiana
$279K +$843 +5 +0.3%
CWG
2967
Crown Wealth Group
North Carolina
$279K +$14K +83 +5%
AFAS
2968
Acorn Financial Advisory Services
Virginia
$279K +$1.68K +10 +0.6%
LOIP
2969
Live Oak Investment Partners
Texas
$278K -$260K
FWSM
2970
First Wilshire Securities Management
California
$278K
GWM
2971
GDS Wealth Management
Texas
$278K -$50.9K -302 -15%
BFO
2972
Biltmore Family Office
North Carolina
$277K -$5.9K -35 -2%
HIG
2973
Heritage Investment Group
Florida
$277K -$33.6K -199 -11%
MWA
2974
Miller Wealth Advisors
Colorado
$277K +$1.52K +9 +0.6%
CSIA
2975
Charles Schwab Investment Advisory
California
$277K +$10.8K +64 +4%