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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 %
HIG
3226
Heritage Investment Group
Florida
$209K -$35.8K -240 -15%
SIAM
3227
Sterling Investment Advisors (Missouri)
Missouri
$209K
AC
3228
Annandale Capital
Texas
$208K -$36.5K -244 -15%
1WM
3229
1858 Wealth Management
Ohio
$207K +$207K +1,389 New
AT
3230
Avalon Trust
New Mexico
$207K +$746 +5 +0.4%
ORC
3231
O'Rourke & Company
Massachusetts
$207K -$52.7K -354 -20%
RWRC
3232
R.W. Roge & Company
New York
$207K
LIA
3233
LifePlan Investment Advisors
North Carolina
$207K +$1.34K +9 +0.7%
PA
3234
Parkside Advisors
California
$206K +$895 +6 +0.4%
HWP
3235
Heritage Wealth Partners
Ohio
$206K -$16.1K -108 -7%
EAM
3236
Empirical Asset Management
Massachusetts
$206K -$401K -2,690 -66%
QCIG
3237
Quad-Cities Investment Group
Iowa
$206K
HCM
3238
Hilton Capital Management
New York
$206K -$15.8K -106 -7%
CCM
3239
Chiron Capital Management
Florida
$206K
BCP
3240
Blue Chip Partners
Michigan
$205K +$17.3K +116 +9%
HHAA
3241
Henry H. Armstrong Associates
Pennsylvania
$204K
NG
3242
Northstar Group
New York
$204K
CCP
3243
Clarity Capital Partners
California
$203K +$203K +1,364 New
BSHC
3244
Breed's Hill Capital
Massachusetts
$203K +$203K +1,363 New
JCM
3245
Jacobsen Capital Management
Utah
$203K -$52.4K -351 -20%
OKSA
3246
O'Keefe Stevens Advisory
New York
$203K +$17.3K +116 +9%
SDWIA
3247
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$203K +$203K +1,358 New
FRA
3248
Front Row Advisors
California
$203K -$1.24M -8,285 -86%
UWPG
3249
Ullmann Wealth Partners Group
Florida
$203K +$6.86K +46 +4%
MWM
3250
Meritas Wealth Management
California
$202K +$2.98K +20 +2%