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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 %
PA
3076
Planning Alternatives
Michigan
$263K
OIM
3077
Oder Investment Management
California
$263K +$447 +3 +0.2%
PWA
3078
Providence Wealth Advisors
Illinois
$262K +$64.4K +4,558 +32%
CC
3079
Capstone Capital
Nevada
$262K +$262K +1,759 New
GCM
3080
Gallacher Capital Management
Colorado
$262K -$157K -1,053 -38%
MAM
3081
Marotta Asset Management
Virginia
$262K +$2.39K +16 +0.9%
FA
3082
Faithward Advisors
Pennsylvania
$261K -$70.8K -465 -21%
MCM
3083
Mattern Capital Management
Colorado
$261K -$28.3K -190 -10%
PCS
3084
Private Client Services
Kentucky
$260K +$260K +1,746 New
CSPAM
3085
Cary Street Partners Asset Management
Virginia
$260K +$1.94K +13 +0.8%
AIA
3086
Arbor Investment Advisors
North Carolina
$260K
WFS
3087
Walker Financial Services
Kentucky
$260K +$37.9K +254 +17%
AFGAS
3088
Allegiance Financial Group Advisory Services
Virginia
$259K -$1.49K -10 -0.6%
FIC
3089
Family Investment Center
Missouri
$258K +$149 +1 +0.1%
GHAM
3090
Gilman Hill Asset Management
Connecticut
$258K +$28.9K +194 +13%
NSG
3091
Nalls Sherbakoff Group
Tennessee
$258K +$3.73K +25 +1%
MWA
3092
Martel Wealth Advisors
Washington
$258K +$258K +1,728 New
WCM Investment Management
3093
WCM Investment Management
California
$258K +$258K +1,720 New
PFA
3094
Pathway Financial Advisors
Vermont
$257K +$13.1K +88 +5%
RCG
3095
Resource Consulting Group
Florida
$257K +$257K +1,724 New
SC
3096
Sykon Capital
New York
$256K
BONST
3097
Bank of Nova Scotia Trust
Ontario, Canada
$256K
NMM
3098
Naples Money Management
Florida
$255K +$255K +1,709 New
CP
3099
Camelot Portfolios
Ohio
$254K +$254K +1,701 New
RLWM
3100
RF&L Wealth Management
Massachusetts
$254K