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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 %
SA
3326
Scarborough Advisors
Maryland
$98K +$98K +657 New
MIM
3327
Macroview Investment Management
Maryland
$97.8K +$9.84K +66 +11%
NA
3328
Nordwand Advisors
Pennsylvania
$95.9K
MIA
3329
MeadowBrook Investment Advisors
Michigan
$95.8K +$95.8K +642 New
TCM
3330
Tradewinds Capital Management
Washington
$94.8K -$3.13K -21 -3%
CTWM
3331
Cherry Tree Wealth Management
Minnesota
$93.2K
MCM
3332
MidAtlantic Capital Management
Virginia
$92.3K +$92.3K +619 New
RA
3333
Rise Advisors
New York
$91.8K -$3.88K -26 -4%
CMP
3334
Coston McIsaac & Partners
Maine
$91K -$44.4K -299 -33%
RIM
3335
Rockbridge Investment Management
New York
$90.2K +$90.2K +605 New
GKIM
3336
GW&K Investment Management
Massachusetts
$89K -$3.42K -23 -4%
FFO
3337
Fortitude Family Office
Arizona
$87.4K +$87.4K +586 New
SHIM
3338
Stone House Investment Management
Pennsylvania
$87K -$9.55K -64 -10%
DCM
3339
Davis Capital Management
Florida
$84.4K +$84.4K +566 New
TVAMP
3340
Tennessee Valley Asset Management Partners
Tennessee
$83K +$83K +556 New
DI
3341
DAGCO Inc
Ohio
$82.6K +$82.6K +554 New
DWS
3342
Dynamic Wealth Strategies
California
$82.6K +$82.6K +554 New
DPW
3343
DiNuzzo Private Wealth
Pennsylvania
$81.1K +$81.1K +544 New
DWM
3344
Dogwood Wealth Management
Kansas
$80.3K +$80.3K +538 New
MSG
3345
Main Street Group
Virginia
$79.9K +$79.9K +535 New
LFA
3346
Level Financial Advisors
New York
$79.1K
LI
3347
Louisbourg Investments
New Brunswick, Canada
$74.6K +$74.6K +500 New
GAG
3348
Goodman Advisory Group
Massachusetts
$74.4K
AFS
3349
Annapolis Financial Services
Maryland
$73.8K -$29.8K -200 -29%
FDCP
3350
Foster Dykema Cabot & Partners
Massachusetts
$71.9K +$71.9K +482 New