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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 %
PP
3351
Paloma Partners
Connecticut
$71.7K +$71.7K +481 New
CMA
3352
Cedar Mountain Advisors
Oregon
$69.4K +$2.69K +18 +4%
AWM
3353
Activest Wealth Management
Florida
$69.2K +$61.3K +411 +775%
RAM
3354
Ramirez Asset Management
New York
$69.2K
RWM
3355
Ruedi Wealth Management
Illinois
$68.5K +$4.92K +33 +8%
PA
3356
Pineridge Advisors
Missouri
$68.2K +$68.2K +457 New
SC
3357
Stephens Consulting
Michigan
$67.9K
BFS
3358
Burkett Financial Services
South Carolina
$67.7K +$67.7K +454 New
CH
3359
Canton Hathaway
Rhode Island
$67K
KWAG
3360
Kiely Wealth Advisory Group
North Carolina
$66K +$66K +444 New
CWM
3361
CarsonAllaria Wealth Management
Illinois
$65K +$448 +3 +0.7%
MSWM
3362
Mowery & Schoenfeld Wealth Management
Illinois
$64.1K +$64.1K +430 New
DWA
3363
Delos Wealth Advisors
Texas
$61.9K -$18.4K -123 -23%
TCG
3364
Transcendent Capital Group
Oklahoma
$60.7K +$60.7K +407 New
BAM
3365
Byrne Asset Management
New Jersey
$60.6K +$47.7K +314 +369%
TC
3366
Tacita Capital
Ontario, Canada
$60.3K +$60.3K +404 New
PWMG
3367
Private Wealth Management Group
New Jersey
$59.8K +$59.8K +401 New
DF
3368
Dunhill Financial
United Kingdom
$57.4K +$57.4K +385 New
RA
3369
Rational Advisors
New York
$56.7K
KFP
3370
Keener Financial Planning
Texas
$55K +$55K +367 New
HWP
3371
Highline Wealth Partners
California
$53.7K +$3.13K +21 +6%
RBC
3372
Roble Belko & Company
Pennsylvania
$51K +$22.2K +150 +77%
VAG
3373
VisionPoint Advisory Group
Texas
$50K -$23K -154 -31%
WAG
3374
Wiser Advisor Group
Arizona
$49.9K +$49.9K +334 New
GIM
3375
Gold Investment Management
Alberta, Canada
$49.2K +$49.2K +330 New