CVX icon

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 %
PWA
3126
Phoenix Wealth Advisors
North Carolina
$247K -$63.2K -423 -20%
MA
3127
Mezzasalma Advisors
New Jersey
$247K -$43.7K -293 -15%
MWA
3128
Miller Wealth Advisors
Colorado
$246K +$1.49K +10 +0.6%
SWP
3129
Semus Wealth Partners
Florida
$246K +$5.07K +34 +2%
FWSM
3130
First Wilshire Securities Management
California
$246K
TFA
3131
Trinity Financial Advisors
Ohio
$245K +$1.64K +11 +0.7%
CM
3132
Columbus Macro
Pennsylvania
$245K -$743 -5 -0.3%
BFO
3133
Biltmore Family Office
North Carolina
$245K
SW
3134
Simplicity Wealth
New Jersey
$245K +$245K +1,640 New
CFA
3135
Cahill Financial Advisors
Minnesota
$244K +$3.13K +21 +1%
AC
3136
ASB Consultores
Florida
$244K -$68K -456 -22%
LC
3137
Landaas & Company
Wisconsin
$244K
DFG
3138
Demars Financial Group
Washington
$243K
GAA
3139
Guardian Asset Advisors
Pennsylvania
$243K +$243K +1,631 New
AL
3140
ACAS LLC
California
$243K +$298 +2 +0.1%
DCBT
3141
Dakota Community Bank & Trust
North Dakota
$243K +$298 +2 +0.1%
MF
3142
Manchester Financial
California
$242K +$3.13K +21 +1%
FFA
3143
Fi3 Financial Advisors
Indiana
$242K -$67.7K -454 -22%
FCA
3144
Fortis Capital Advisors
Kansas
$242K +$3.13K +21 +1%
HHRDM
3145
H&H Retirement Design & Management
Nevada
$242K -$2.77K -18 -1%
CWA
3146
Capital Wealth Alliance
Arizona
$242K -$8.95K -60 -4%
RWG
3147
Regal Wealth Group
California
$242K
SSA
3148
Schonfeld Strategic Advisors
New York
$242K -$2M -13,414 -89%
BMCM
3149
Burns Matteson Capital Management
New York
$241K -$580K -3,886 -71%
PFM
3150
Peak Financial Management
Massachusetts
$241K +$56.8K +381 +31%