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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 %
BCPWM
3251
Bradley & Co Private Wealth Management
Florida
$54K
GWSA
3252
Global Wealth Strategies & Associates
Colorado
$52K +$8.78K +52 +20%
DF
3253
DecisionPoint Financial
Arizona
$51.3K
Legacy Financial Group (Iowa)
3254
Legacy Financial Group (Iowa)
Iowa
$43.2K +$43.2K +256 New
AWA
3255
Artemis Wealth Advisors
New York
$43K +$5.91K +35 +16%
NL
3256
NVWM LLC
Pennsylvania
$42.7K -$169 -1 -0.4%
CWA
3257
Carolina Wealth Advisors
South Carolina
$42.7K
LIA
3258
Luken Investment Analytics
Tennessee
$42.2K
BSWA
3259
Bromfield Sneider Wealth Advisors
Massachusetts
$39.6K -$26.1K -155 -40%
JFG
3260
JDM Financial Group
Texas
$39.1K
AWM
3261
Avondale Wealth Management
Texas
$37.1K
DFA
3262
DHJJ Financial Advisors
Illinois
$34.7K +$34.7K +206 New
WPWM
3263
Western Pacific Wealth Management
Illinois
$34.6K
YDMI
3264
Y.D. More Investments
Israel
$33.9K
RTL
3265
Red Tortoise LLC
Georgia
$33.9K +$8.6K +51 +34%
PCC
3266
Park Circle Company
Maryland
$33.7K
KHC
3267
Koesten Hirschmann & Crabtree
Kansas
$33.7K
LD
3268
Lipe & Dalton
New York
$33K
RBC
3269
Roble Belko & Company
Pennsylvania
$33K
HFS
3270
HBC Financial Services
Washington
$32K -$5.05K -30 -14%
VFIC
3271
Valley Forge Investment Consultants
Pennsylvania
$30.4K +$13.5K +80 +80%
CJL
3272
Cyrus J. Lawrence
New York
$29K
CWA
3273
Core Wealth Advisors
Florida
$28.8K -$2.03M -12,065 -99%
PCOC
3274
Power Corp of Canada
Canada
$28.5K
HC
3275
Hoese & Co
Minnesota
$28.3K -$25.3K -150 -47%