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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 %
ACH
3101
ArrowMark Colorado Holdings
Colorado
$254K +$254K +1,700 New
DA
3102
Denali Advisors
California
$254K +$254K +1,700 New
SWM
3103
Sugarloaf Wealth Management
Georgia
$253K -$212K -1,422 -46%
SFA
3104
Seneca Financial Advisors
New York
$253K -$19.2K -129 -7%
BCIM
3105
Bishop & Co Investment Management
Pennsylvania
$253K +$253K +1,697 New
MF
3106
Montis Financial
Massachusetts
$253K -$16.4K -110 -6%
GC
3107
Garde Capital
Washington
$253K +$94.1K +630 +59%
LFA
3108
Longview Financial Advisors
Alabama
$253K +$253K +1,694 New
NFA
3109
Northwest Financial Advisors
Virginia
$252K +$252K +1,692 New
WCA
3110
Waypoint Capital Advisors
Minnesota
$252K +$54.9K +368 +28%
FCMC
3111
Founders Capital Management (Connecticut)
Connecticut
$251K +$26.1K +175 +12%
LOIP
3112
Live Oak Investment Partners
Texas
$250K -$278K
DA
3113
Detalus Advisors
Missouri
$250K +$57.9K +388 +30%
BWG
3114
Balanced Wealth Group
Ohio
$250K +$250K +1,673 New
UW
3115
Unique Wealth
Florida
$249K +$15.1K +101 +6%
WFA
3116
Websterrogers Financial Advisors
South Carolina
$249K +$249K +1,668 New
LFP
3117
Lakeshore Financial Planning
Michigan
$249K -$54.9K -368 -18%
SWC
3118
Spectrum Wealth Counsel
Indiana
$249K +$249K +1,666 New
BI
3119
Ballast Inc
Kentucky
$248K -$47.4K -318 -16%
PM
3120
Penbrook Management
New York
$248K +$9.7K +65 +4%
IPWA
3121
International Private Wealth Advisors
California
$248K +$248K +1,664 New
LCM
3122
Liberty Capital Management
Michigan
$248K +$4.18K +28 +2%
PWP
3123
Perfromance Wealth Partners
Illinois
$248K +$10.1K +68 +4%
DP
3124
Divergent Planning
Maryland
$247K
AA
3125
Aufman Associates
Pennsylvania
$247K -$7.01K -47 -3%