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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 %
RAM
3376
Riggs Asset Management
Pennsylvania
$48.8K
BCPWM
3377
Bradley & Co Private Wealth Management
Florida
$47.7K
LFA
3378
Livelsberger Financial Advisory
Ohio
$46.2K +$46.2K +310 New
GWSA
3379
Global Wealth Strategies & Associates
Colorado
$46.1K +$149 +1 +0.3%
NOI
3380
Newton One Investments
Delaware
$45.7K -$3.57K -24 -7%
DF
3381
DecisionPoint Financial
Arizona
$44.7K -$597 -4 -1%
VL
3382
Vima LLC
Michigan
$43.8K +$43.8K +294 New
CIR
3383
Clear Investment Research
Georgia
$42K +$30.5K +204 +265%
TWP
3384
TFO Wealth Partners
Ohio
$41.8K -$101K -680 -71%
CW
3385
Cooksen Wealth
Texas
$40.4K +$40.4K +271 New
NL
3386
NVWM LLC
Pennsylvania
$38.3K +$597 +4 +2%
CWA
3387
Carolina Wealth Advisors
South Carolina
$37.7K
LIA
3388
Luken Investment Analytics
Tennessee
$37.3K
VWA
3389
Valued Wealth Advisors
Utah
$36.9K +$36.9K +219 New
BSWA
3390
Bromfield Sneider Wealth Advisors
Massachusetts
$35.1K
JFG
3391
JDM Financial Group
Texas
$34.6K
BBPWM
3392
Blue Bell Private Wealth Management
Pennsylvania
$31.5K -$58.2K -390 -65%
LIWM
3393
Long Island Wealth Management
New York
$31K +$31K +206 New
DFA
3394
DHJJ Financial Advisors
Illinois
$30.7K
WPWM
3395
Western Pacific Wealth Management
Illinois
$30.6K
PCC
3396
Park Circle Company
Maryland
$29.8K
KHC
3397
Koesten Hirschmann & Crabtree
Kansas
$29.8K
PIS
3398
POM Investment Strategies
North Carolina
$29.7K +$29.7K +199 New
FRA
3399
Frank Rimerman Advisors
California
$29.5K +$29.5K +198 New
FIM
3400
FWL Investment Management
Texas
$29.2K -$42.1K -282 -59%