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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 %
PAM
601
Private Asset Management
California
$12.7M -$1.77M -10,504 -12%
MGP
602
Metis Global Partners
California
$12.7M +$2.12M +12,596 +20%
Cohen & Steers
603
Cohen & Steers
New York
$12.6M +$8.37M +49,614 +196%
PWM
604
Perigon Wealth Management
California
$12.6M -$209K -1,242 -2%
CGH
605
Crossmark Global Holdings
Texas
$12.5M -$42K -252 -0.3%
TPCW
606
TD Private Client Wealth
New York
$12.4M +$539K +3,197 +5%
MLICM
607
Metropolitan Life Insurance Company (MetLife)
New York
$12.4M -$428K -2,536 -3%
UAS
608
United Asset Strategies
New York
$12.2M +$40.8K +242 +0.3%
BCM
609
Bridgeway Capital Management
Texas
$12.2M -$1.35M -8,006 -10%
AIP
610
ARS Investment Partners
New York
$12.1M +$117K +691 +1%
WIC
611
Willis Investment Counsel
Georgia
$12.1M +$50.6K +300 +0.4%
GAM
612
Griffin Asset Management
New York
$12.1M -$168K -996 -1%
JIR
613
James Investment Research
Ohio
$12M -$115K -683 -0.9%
CTA
614
Colonial Trust Advisors
South Carolina
$12M +$18.9K +112 +0.2%
OHIS
615
Oak Harvest Investment Services
Texas
$12M +$3.01M +17,874 +34%
BWP
616
Baldwin Wealth Partners
Massachusetts
$11.9M -$125K -744 -1%
TCM
617
Tufton Capital Management
Maryland
$11.9M -$28.5K -169 -0.2%
LIM
618
Leavell Investment Management
Alabama
$11.9M +$121K +717 +1%
LWCFA
619
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.8M -$55K -370 -0.5%
CIC
620
Cutler Investment Counsel
Oregon
$11.8M +$38.3K +227 +0.3%
B
621
Barings
North Carolina
$11.8M +$23.3K +138 +0.2%
DP
622
Dearborn Partners
Illinois
$11.7M +$89.5K +531 +0.8%
AAA
623
Adams Asset Advisors
Texas
$11.7M +$988K +5,857 +9%
BWL
624
Bogart Wealth LLC
Virginia
$11.7M -$87K -516 -0.7%
AUB
625
Atlantic Union Bankshares
Virginia
$11.6M -$404K -2,396 -3%