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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 %
MAWCM
3251
Mine & Arao Wealth Creation & Management
California
$202K -$1.04K -7 -0.5%
TLCM
3252
Twin Lakes Capital Management
California
$201K -$28.4K -190 -12%
SXL
3253
Summit X LLC
Missouri
$201K +$7.61K +51 +4%
AWP
3254
Accretive Wealth Partners
New Jersey
$201K
TFG
3255
Taylor Financial Group
Virginia
$201K +$201K +1,349 New
AWM
3256
Avaii Wealth Management
Wisconsin
$200K -$24.9K -167 -11%
DEM
3257
Disciplined Equity Management
Florida
$194K +$59.7K +400 +44%
NF
3258
Norwood Financial
Pennsylvania
$192K +$72.3K +485 +60%
VC
3259
Vestor Capital
Illinois
$192K -$3.44K -23 -2%
RS
3260
Rakuten Securities
Japan
$192K +$192K +1,286 New
LPP
3261
Life Planning Partners
Florida
$192K +$192K +1,284 New
CFG
3262
CKW Financial Group
Hawaii
$191K +$448 +3 +0.2%
NMG
3263
New Millennium Group
Utah
$190K -$298 -2 -0.2%
OBWP
3264
O'Brien Wealth Partners
Massachusetts
$190K +$23.7K +159 +14%
ME
3265
McIlrath & Eck
Washington
$189K -$3.13K -21 -2%
PIM
3266
Plato Investment Management
Australia
$187K +$187K +1,252 New
LFA
3267
Laraway Financial Advisors
Minnesota
$185K
HB
3268
Horizon Bancorp
Indiana
$185K +$15.5K +104 +9%
BAM
3269
Bellevue Asset Management
Washington
$185K +$597 +4 +0.3%
CA
3270
Centerpoint Advisors
Massachusetts
$184K -$3.73K -25 -2%
PWMG
3271
Prestige Wealth Management Group
New Jersey
$184K +$44.5K +298 +32%
AWM
3272
Abound Wealth Management
Tennessee
$181K +$35.2K +236 +24%
CWA
3273
Core Wealth Advisors
Florida
$178K +$152K +1,019 +596%
HFS
3274
HBC Financial Services
Washington
$177K +$149K +1,000 +526%
CBC
3275
Coombe, Bender & Co
New York
$170K +$170K +1,138 New