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 %
MTIM
3051
Marathon Trading Investment Management
Pennsylvania
$246K -$471K -2,795 -66%
YWS
3052
Yarger Wealth Strategies
Ohio
$246K +$246K +1,457 New
WFA
3053
Wade Financial Advisory
California
$245K
KOC
3054
Koss-Olinger Consulting
Florida
$244K
DIS
3055
Diversified Investment Strategies
Louisiana
$242K
BWM
3056
BCGM Wealth Management
Indiana
$242K
AWA
3057
Authentikos Wealth Advisory
California
$241K -$2.02K -12 -0.8%
PTC
3058
Petrus Trust Company
Texas
$240K +$240K +1,426 New
CWM
3059
Collaborative Wealth Management
Florida
$240K -$19.6K -116 -8%
CC
3060
Callan Capital
California
$240K +$240K +1,424 New
FIM
3061
Fernwood Investment Management
Massachusetts
$239K
FB
3062
First Bancorp
Maine
$238K
NC
3063
NBW Capital
Massachusetts
$238K -$15K -89 -6%
SIAM
3064
Sterling Investment Advisors (Missouri)
Missouri
$236K
BAG
3065
Briggs Advisory Group
Rhode Island
$235K
MAM
3066
McCarthy Asset Management
California
$235K -$15.3K -91 -6%
AFS
3067
AFG Fiduciary Services
Massachusetts
$235K -$13K -79 -5%
AT
3068
Avalon Trust
New Mexico
$233K -$12.6K -75 -5%
CCM
3069
Chiron Capital Management
Florida
$232K
PA
3070
Parkside Advisors
California
$232K +$675 +4 +0.3%
QCIG
3071
Quad-Cities Investment Group
Iowa
$232K
LIA
3072
LifePlan Investment Advisors
North Carolina
$232K +$232K +1,376 New
RMCM
3073
Reynders McVeigh Capital Management
Massachusetts
$232K
PP
3074
PFS Partners
New Jersey
$232K +$843 +5 +0.4%
HPM
3075
Hoxton Planning & Management
West Virginia
$231K +$231K +1,367 New