CVX icon

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 %
SHJ
3026
Sharkey, Howes & Javer
Colorado
$258K -$1.01K -6 -0.4%
CP
3027
Castleview Partners
Texas
$258K -$18.4K -109 -7%
BCM
3028
Beddow Capital Management
Wyoming
$257K +$257K +1,525 New
AWM
3029
Aprio Wealth Management
Georgia
$257K +$21.4K +127 +9%
KNW
3030
Kesler Norman & Wride
Utah
$257K
BBW
3031
Blue Barn Wealth
Utah
$256K +$23.1K +137 +10%
SHWM
3032
Smith & Howard Wealth Management
Georgia
$256K -$5.73K -34 -2%
CI
3033
Carroll Investors
South Carolina
$256K +$256K +1,506 New
CSA
3034
Cottage Street Advisors
Massachusetts
$256K +$10.6K +63 +4%
AWM
3035
Avaii Wealth Management
Wisconsin
$255K +$17K +101 +7%
FCMC
3036
Founders Capital Management (Connecticut)
Connecticut
$254K
PFA
3037
Petra Financial Advisors
Colorado
$254K +$37.9K +225 +18%
FPIS
3038
Financial Planning & Information Services
Wisconsin
$253K
CIS
3039
Continental Investors Services
Washington
$253K -$259K -1,537 -51%
ITFISA
3040
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$252K +$252K +1,494 New
RW
3041
REDW Wealth
New Mexico
$252K +$1.18K +7 +0.5%
ICM
3042
Intrepid Capital Management
Florida
$252K
HWP
3043
Heritage Wealth Partners
Ohio
$251K -$23.6K -140 -9%
OPWM
3044
Oakwell Private Wealth Management
Texas
$251K -$3.88K -23 -2%
WFS
3045
Walker Financial Services
Kentucky
$251K -$16.4K -97 -6%
HCM
3046
Hilton Capital Management
New York
$250K -$15K -89 -6%
SCM
3047
Stonehearth Capital Management
Massachusetts
$250K
FWM
3048
ForthRight Wealth Management
Georgia
$249K +$2.36K +14 +1%
AFA
3049
American Financial Advisors
Georgia
$249K +$1.18K +7 +0.5%
4WM
3050
4J Wealth Management
Virginia
$247K