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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 %
AIA
3176
AIMZ Investment Advisors
California
$234K
P
3177
Paradiem
Louisiana
$233K -$746 -5 -0.3%
RW
3178
REDW Wealth
New Mexico
$233K +$10.3K +69 +5%
EE
3179
EWG Elevate
California
$233K +$895 +6 +0.4%
SFG
3180
SNS Financial Group
Minnesota
$232K -$6.12K -41 -3%
BA
3181
BCM Advisors
Louisiana
$232K
TFA
3182
Tranquilli Financial Advisor
New Jersey
$231K -$19.2K -129 -8%
SSW
3183
Stone Summit Wealth
Florida
$231K -$7.01K -47 -3%
SGC
3184
Slocum, Gordon & Co
Rhode Island
$231K +$29.8K +200 +15%
OWM
3185
Opes Wealth Management
California
$230K +$52.4K +351 +29%
BWM
3186
BCGM Wealth Management
Indiana
$230K +$16.3K +109 +8%
CAAM
3187
Cornerstone Advisors Asset Management
Pennsylvania
$230K
AMCA
3188
Arthur M. Cohen & Associates
Illinois
$229K -$45.8K -307 -17%
OCPWS
3189
One Charles Private Wealth Services
Massachusetts
$229K
SHJ
3190
Sharkey, Howes & Javer
Colorado
$228K
ACA
3191
Atlas Capital Advisors
Wyoming
$228K -$77.4K -519 -25%
HIF
3192
Hill Island Financial
Michigan
$228K +$41K +275 +22%
KNW
3193
Kesler Norman & Wride
Utah
$227K -$447 -3 -0.2%
SHWM
3194
Smith & Howard Wealth Management
Georgia
$227K
CCMT
3195
CMT Capital Markets Trading
Germany
$224K -$75.7K -507 -25%
FPIS
3196
Financial Planning & Information Services
Wisconsin
$224K
CCM
3197
Check Capital Management
California
$224K -$27.9K -187 -11%
IEFM
3198
IQ EQ Fund Management
Ireland
$223K -$11.9K -80 -5%
MWA
3199
MFA Wealth Advisors
Pennsylvania
$223K +$223K +1,497 New
TWM
3200
Triton Wealth Management
Arizona
$223K +$151 +1 +0.1%