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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 %
AIA
3026
Affinity Investment Advisors
California
$280K
CC
3027
Constitution Capital
Connecticut
$280K -$29.8K -200 -10%
MAM
3028
Mainsail Asset Management
Alabama
$280K +$280K +1,876 New
SWP
3029
Summit Wealth Partners
Florida
$279K
DA
3030
Dash Acquisitions
California
$279K -$195K -1,350 -41%
CWG
3031
Crown Wealth Group
North Carolina
$279K +$32.4K +217 +13%
SFM
3032
Signet Financial Management
New Jersey
$278K +$746 +5 +0.3%
AL
3033
ADE LLC
Maryland
$277K
TSW
3034
Three Seasons Wealth
Utah
$277K +$12.5K +84 +5%
AWM
3035
Austin Wealth Management
Texas
$277K +$773 +5 +0.3%
FWM
3036
Focused Wealth Management
New York
$277K +$447 +3 +0.2%
ASG
3037
Ariston Services Group
California
$277K +$277K +1,858 New
VBWMG
3038
Von Berge Wealth Management Group
California
$277K -$11.2K -76 -4%
AWA
3039
Acorn Wealth Advisors
Michigan
$277K -$13.9K -93 -5%
SC
3040
Saturna Capital
Washington
$276K
MAM
3041
McLean Asset Management
Virginia
$275K -$17K -113 -6%
RA
3042
Regis Acquisition
Colorado
$275K
KF
3043
KKM Financial
Illinois
$275K +$275K +1,843 New
ASC
3044
Atalanta Sosnoff Capital
New York
$275K +$275K +1,842 New
WPW
3045
Watershed Private Wealth
Illinois
$275K -$48.5K -325 -15%
KWM
3046
KFG Wealth Management
Indiana
$274K
IAP
3047
Indie Asset Partners
Indiana
$274K +$38.5K +258 +16%
SGK
3048
Steigerwald Gordon & Koch
Virginia
$274K -$30K -201 -10%
YCG
3049
Yeomans Consulting Group
Georgia
$274K +$274K +1,838 New
CAL
3050
Capital Advisors Ltd
Ohio
$274K +$9.56K +64 +4%