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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 %
BBPWM
3226
Blue Bell Private Wealth Management
Pennsylvania
$101K +$8.6K +51 +9%
OCM
3227
Orion Capital Management
California
$100K +$100K +595 New
MIM
3228
Macroview Investment Management
Maryland
$99.5K -$6.41K -38 -6%
LFA
3229
Level Financial Advisors
New York
$89.4K
NC
3230
NewSquare Capital
Pennsylvania
$86.9K -$42.2K -250 -33%
DWA
3231
Delos Wealth Advisors
Texas
$86.6K
GAG
3232
Goodman Advisory Group
Massachusetts
$84.1K
SPWM
3233
Spartan Planning & Wealth Management
North Carolina
$82.8K +$82.8K +491 New
VAG
3234
VisionPoint Advisory Group
Texas
$82.5K +$26K +154 +46%
BFP
3235
Briaud Financial Planning
Texas
$82K +$82K +487 New
FIM
3236
FWL Investment Management
Texas
$80.6K +$80.6K +478 New
RAM
3237
Ramirez Asset Management
New York
$78.2K +$78.2K +464 New
SFG
3238
Steward Financial Group
Texas
$78K -$671 -4 -0.9%
SC
3239
Stephens Consulting
Michigan
$76.7K -$3.54K -21 -4%
CH
3240
Canton Hathaway
Rhode Island
$76K +$38.4K +227 +102%
CMA
3241
Cedar Mountain Advisors
Oregon
$75.4K -$68.6K -407 -48%
CWM
3242
CarsonAllaria Wealth Management
Illinois
$72.9K
RWM
3243
Ruedi Wealth Management
Illinois
$71.8K
SIA
3244
SkyView Investment Advisors
New Jersey
$69K -$770K -4,599 -92%
RA
3245
Rational Advisors
New York
$64.1K -$1.35K -8 -2%
FAM
3246
Flaharty Asset Management
Florida
$63.1K +$63.1K +374 New
T
3247
TOBAM
France
$61K -$4.06K -24 -6%
HWP
3248
Highline Wealth Partners
California
$57.1K +$505 +3 +0.9%
NOI
3249
Newton One Investments
Delaware
$55.8K +$506 +3 +0.9%
RAM
3250
Riggs Asset Management
Pennsylvania
$55.1K -$7.42K -44 -12%