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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 %
FG
3301
Fairman Group
Pennsylvania
$132K +$132K +882 New
IHWM
3302
Iron Horse Wealth Management
Iowa
$131K +$11.9K +80 +10%
JSAM
3303
J. Safra Asset Management
New York
$129K -$26.4K -177 -17%
RP
3304
Raelipskie Partnership
Ontario, Canada
$129K +$129K +865 New
CCMI
3305
Creative Capital Management Investments
California
$128K -$38.9K -261 -23%
SRCM
3306
Signature Resources Capital Management
California
$127K +$127K +852 New
FFL
3307
Financial Freedom LLC
Ohio
$127K +$895 +6 +0.7%
CYG
3308
Clean Yield Group
Vermont
$126K
DRS
3309
Deane Retirement Strategies
Louisiana
$126K -$3.45M -23,161 -96%
FFA
3310
Frazier Financial Advisors
Ohio
$121K +$121K +812 New
Capstone Investment Advisors
3311
Capstone Investment Advisors
New York
$121K -$1.52M -10,189 -93%
DCM
3312
Disciplina Capital Management
Tennessee
$121K +$1.19K +8 +1%
MSFP
3313
Mark Sheptoff Financial Planning
Connecticut
$119K
CAM
3314
Creekmur Asset Management
Illinois
$116K +$116K +775 New
OCM
3315
Orion Capital Management
California
$112K +$23K +154 +26%
MWM
3316
Mascoma Wealth Management
New Hampshire
$111K -$1.79K -12 -2%
HWM
3317
HighMark Wealth Management
Minnesota
$111K -$28.8K -193 -21%
LWA
3318
Lowe Wealth Advisors
Maryland
$110K
UIA
3319
Ulland Investment Advisors
Minnesota
$107K
IRAG
3320
Investment Research & Advisory Group
Georgia
$105K
NJIM
3321
Nabity-Jensen Investment Management
Nebraska
$105K +$105K +701 New
TC
3322
Truvestments Capital
Florida
$103K -$8.06K -54 -7%
FWA
3323
FSC Wealth Advisors
New York
$103K +$596 +4 +0.6%
CPG
3324
Cornerstone Planning Group
New Jersey
$102K -$1.64K -11 -2%
PG
3325
Proffitt & Goodson
Tennessee
$99.5K -$11.5K -77 -10%