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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 %
NEWAS
3051
N.E.W. Advisory Services
Wisconsin
$272K +$272K +1,826 New
LGG
3052
Luts & Greenleigh Group
Maryland
$272K +$4.47K +30 +2%
FFIC
3053
First Fiduciary Investment Counsel
Ohio
$272K
MECA
3054
Miller Equity Capital Advisors
Texas
$272K
SAI
3055
Savvy Advisors Inc
New York
$271K +$271K +1,817 New
IWP
3056
IAG Wealth Partners
Wisconsin
$271K
CIP
3057
Chartwell Investment Partners
Pennsylvania
$271K +$271K +1,814 New
BCM
3058
Beddow Capital Management
Wyoming
$270K +$42.5K +285 +19%
WIA
3059
Wetzel Investment Advisors
Indiana
$270K +$270K +1,812 New
BBA
3060
Braun-Bostich & Associates
Pennsylvania
$270K +$270K +1,808 New
CWP
3061
Curated Wealth Partners
California
$269K -$42.1K -282 -14%
SCM
3062
Sage Capital Management
New Jersey
$268K +$268K +1,799 New
WCM
3063
WealthBridge Capital Management
Ohio
$268K +$18.6K +125 +7%
NI
3064
NDVR Inc
Massachusetts
$267K +$267K +1,791 New
BIA
3065
Bigelow Investment Advisors
Maine
$267K -$22.8K -153 -8%
B
3066
Bensler
Washington
$267K -$10.7K -72 -4%
IRC
3067
Investors Research Corp
Georgia
$267K +$2.98K +20 +1%
KCM
3068
Kendall Capital Management
Maryland
$267K
SPWG
3069
Syntegra Private Wealth Group
Missouri
$266K +$79.7K +534 +43%
YWS
3070
Yarger Wealth Strategies
Ohio
$266K +$48.5K +325 +22%
WWM
3071
Wolff Wiese Magana
California
$265K -$35.8K -240 -12%
IWP
3072
Insight Wealth Partners
Texas
$265K
MCM
3073
MV Capital Management
Maryland
$264K -$4.92K -33 -2%
SPL
3074
Smart Portfolios LLC
Washington
$264K +$264K +1,735 New
IAG
3075
Investment Advisory Group
Massachusetts
$263K -$2.98K -20 -1%