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Chevron

3,443 hedge funds and large institutions have $205B invested in Chevron in 2023 Q4 according to their latest regulatory filings, with 377 funds opening new positions, 1,464 increasing their positions, 1,295 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,443
Holders Change
+133
Holders Change %
+4.02%
% of All Funds
50.47%
Holding in Top 10
155
Holding in Top 10 Change
-113
Holding in Top 10 Change %
-42.16%
% of All Funds
2.27%
New
377
Increased
1,464
Reduced
1,295
Closed
194
Calls
$4.16B
Puts
$4.51B
Net Calls
-$358M
Net Calls Change
-$879M
Name Holding Trade Value Shares
Change
Shares
Change %
CF
2951
Cantor Fitzgerald
New York
$306K -$27.5M -184,506 -99%
NWM
2952
Northwest Wealth Management
Iowa
$306K -$356K -2,387 -54%
SFA
2953
Source Financial Advisors
New York
$305K -$27K -181 -8%
LAM
2954
Lewis Asset Management
California
$305K +$305K +2,046 New
NCM
2955
Northwest Capital Management
Oregon
$304K +$4.33K +29 +1%
UL
2956
Unionview LLC
Washington
$304K -$10.6K -71 -3%
SCG
2957
Sonata Capital Group
Washington
$302K -$14.9K -100 -5%
EBA
2958
Eagle Bay Advisors
New York
$302K -$124K -830 -29%
TCOTS
2959
Trust Company of the South
North Carolina
$301K +$301K +2,022 New
GWA
2960
Gratus Wealth Advisors
Virginia
$301K +$301K +2,019 New
TPW
2961
Transatlantique Private Wealth
New York
$301K
BP
2962
Broadleaf Partners
Ohio
$301K
B
2963
Bellecapital
Switzerland
$300K +$300K +2,013 New
AFWM
2964
Abich Financial Wealth Management
Virginia
$300K +$300K +2,013 New
IWA
2965
IVC Wealth Advisors
Pennsylvania
$300K -$82.8K -555 -22%
CA
2966
Claris Advisors
Missouri
$300K
NWM
2967
Northcape Wealth Management
New York
$300K +$37.3K +250 +14%
SAW
2968
Signal Advisors Wealth
Michigan
$300K +$300K +2,010 New
KFSC
2969
Keystone Financial Services (Colorado)
Colorado
$299K +$8.35K +56 +3%
PIMG
2970
Patriot Investment Management Group
Tennessee
$299K
UAML
2971
US Asset Management LLC
Pennsylvania
$299K +$299K +2,006 New
SNBOSD
2972
Security National Bank of So Dak
Iowa
$299K
QOP
2973
Quinn Opportunity Partners
Virginia
$298K -$255K -1,710 -46%
BWM
2974
BigSur Wealth Management
Florida
$298K
SC
2975
Slow Capital
California
$298K