CVX icon

Chevron

3,310 hedge funds and large institutions have $223B invested in Chevron in 2023 Q3 according to their latest regulatory filings, with 211 funds opening new positions, 1,616 increasing their positions, 1,101 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,310
Holders Change
+50
Holders Change %
+1.53%
% of All Funds
52.77%
Holding in Top 10
268
Holding in Top 10 Change
+72
Holding in Top 10 Change %
+36.73%
% of All Funds
4.27%
New
211
Increased
1,616
Reduced
1,101
Closed
121
Calls
$4.34B
Puts
$3.82B
Net Calls
+$521M
Net Calls Change
+$63.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GBWM
551
Granite Bay Wealth Management
New Hampshire
$14.3M +$14.3M +88,123 New
TCOV
552
Trust Company of Vermont
Vermont
$14.3M +$1.21M +7,170 +9%
CAC
553
Core Alternative Capital
Georgia
$14.3M -$793K -4,700 -5%
TW
554
Transform Wealth
Colorado
$14.2M -$4.06M -24,056 -22%
AWM
555
Axxcess Wealth Management
California
$14.2M +$4.45M +26,413 +46%
EDRH
556
Edmond de Rothschild Holding
Switzerland
$14.1M +$2.17M +12,863 +18%
FBB
557
Fulton Breakefield Broenniman
Maryland
$14.1M +$499K +2,960 +4%
CA
558
CSM Advisors
Pennsylvania
$14.1M -$263K -1,560 -2%
FAB
559
First American Bank
Illinois
$14.1M +$1.01K +6 +0%
MCM
560
Mengis Capital Management
Oregon
$14M +$7.08K +42 +0.1%
DWP
561
Daymark Wealth Partners
Ohio
$14M +$9.32M +120,185 +200%
SC
562
Savant Capital
Illinois
$14M +$494K +2,927 +4%
KC
563
Kadensa Capital
Hong Kong
$14M +$14M +82,765 New
IC
564
IEQ Capital
California
$13.9M +$680K +4,035 +5%
GAI
565
General American Investors
New York
$13.8M
CII
566
Capital International Inc
California
$13.8M -$653K -3,871 -5%
IGAM
567
iA Global Asset Management
Quebec, Canada
$13.8M -$1.24M -7,380 -8%
CA
568
Clearstead Advisors
Ohio
$13.7M +$7.73M +45,838 +129%
NIP
569
Nicholas Investment Partners
California
$13.7M
SC
570
SouthState Corp
Florida
$13.7M +$102K +607 +0.8%
JFL
571
Jarislowsky, Fraser Ltd
Quebec, Canada
$13.7M -$646K -3,832 -5%
TCM
572
Telos Capital Management
California
$13.7M +$613K +3,634 +5%
CAM
573
Carret Asset Management
New York
$13.6M +$11K +65 +0.1%
GFS
574
GYL Financial Synergies
Connecticut
$13.5M -$596K -3,537 -4%
SCA
575
Stonebridge Capital Advisors
Minnesota
$13.5M +$327K +1,939 +2%