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Chevron

3,310 hedge funds and large institutions have $223B invested in Chevron in 2023 Q3 according to their latest regulatory filings, with 211 funds opening new positions, 1,616 increasing their positions, 1,101 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,310
Holders Change
+50
Holders Change %
+1.53%
% of All Funds
52.77%
Holding in Top 10
268
Holding in Top 10 Change
+72
Holding in Top 10 Change %
+36.73%
% of All Funds
4.27%
New
211
Increased
1,616
Reduced
1,101
Closed
121
Calls
$4.34B
Puts
$3.82B
Net Calls
+$521M
Net Calls Change
+$63.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SFCL
3201
Strengthening Families & Communities LLC
Massachusetts
$142K -$21.9K -130 -13%
CYG
3202
Clean Yield Group
Vermont
$136K -$6.28K -39 -4%
NF
3203
Norwood Financial
Pennsylvania
$136K
HWA
3204
HHM Wealth Advisors
Tennessee
$135K
MSFP
3205
Mark Sheptoff Financial Planning
Connecticut
$135K
DCM
3206
Disciplina Capital Management
Tennessee
$135K +$1.35K +8 +1%
IHWM
3207
Iron Horse Wealth Management
Iowa
$134K
FDCC
3208
Foster Dykema Cabot & Co
Massachusetts
$131K +$2.87K +17 +2%
MWM
3209
Mascoma Wealth Management
New Hampshire
$127K +$2.02K +12 +2%
PG
3210
Proffitt & Goodson
Tennessee
$125K
TC
3211
Truvestments Capital
Florida
$125K -$163K -967 -57%
LWA
3212
Lowe Wealth Advisors
Maryland
$124K
UIA
3213
Ulland Investment Advisors
Minnesota
$121K
IRAG
3214
Investment Research & Advisory Group
Georgia
$119K
AFS
3215
Annapolis Financial Services
Maryland
$117K
CPG
3216
Cornerstone Planning Group
New Jersey
$117K -$3.54K -21 -3%
FWA
3217
FSC Wealth Advisors
New York
$115K +$14.8K +88 +15%
GA
3218
GoalVest Advisory
New York
$115K +$16.9K +100 +17%
TCM
3219
Tradewinds Capital Management
Washington
$111K +$168 +1 +0.2%
SHIM
3220
Stone House Investment Management
Pennsylvania
$109K +$337 +2 +0.3%
NA
3221
Nordwand Advisors
Pennsylvania
$108K
RA
3222
Rise Advisors
New York
$108K +$1.01K +6 +0.9%
CTWM
3223
Cherry Tree Wealth Management
Minnesota
$105K
GKIM
3224
GW&K Investment Management
Massachusetts
$105K +$7.09K +42 +7%
SIC
3225
SJS Investment Consulting
Ohio
$103K +$7.75K +46 +8%