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Chevron

3,269 hedge funds and large institutions have $246B invested in Chevron in 2022 Q4 according to their latest regulatory filings, with 400 funds opening new positions, 1,267 increasing their positions, 1,300 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,269
Holders Change
+232
Holders Change %
+7.64%
% of All Funds
52.74%
Holding in Top 10
352
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+28.94%
% of All Funds
5.68%
New
400
Increased
1,267
Reduced
1,300
Closed
105
Calls
$3.96B
Puts
$4.44B
Net Calls
-$481M
Net Calls Change
-$910M
Name Holding Trade Value Shares
Change
Shares
Change %
HAI
626
Hennessy Advisors Inc
California
$12.1M -$1.27M -7,100 -10%
AIS
627
American Investment Services
Massachusetts
$12.1M -$2.91M -16,220 -19%
BFS
628
Bard Financial Services
Connecticut
$12M +$248K +1,380 +2%
BWL
629
Bogart Wealth LLC
Virginia
$12M +$621K +3,461 +5%
VVP
630
Venture Visionary Partners
Ohio
$11.9M +$699K +3,892 +6%
DIA
631
Dean Investment Associates
Ohio
$11.9M +$1.33M +7,394 +13%
NRS
632
Neville Rodie & Shaw
New York
$11.9M -$4.49K -25 -0%
MIM
633
Montgomery Investment Management
Maryland
$11.8M -$2.69K -15 -0%
AIP
634
Ameritas Investment Partners
Nebraska
$11.8M -$350K -1,947 -3%
TCOV
635
Trust Company of Vermont
Vermont
$11.7M +$641K +3,570 +6%
CCM
636
Channing Capital Management
Illinois
$11.6M +$10.8K +60 +0.1%
KRSITF
637
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$11.6M
PFS
638
Prospera Financial Services
Texas
$11.6M -$3.16M -17,630 -21%
IWA
639
IBEX Wealth Advisors
New Jersey
$11.6M -$125K -696 -1%
LWAC
640
Laurel Wealth Advisors (California)
California
$11.5M +$323K +1,802 +3%
IAN
641
Integrated Advisors Network
Texas
$11.5M -$733K -4,085 -6%
LOPW
642
Live Oak Private Wealth
North Carolina
$11.5M +$93.2K +519 +0.8%
SWP
643
Stratos Wealth Partners
Ohio
$11.4M +$695K +3,871 +6%
TNBTD
644
Trustmark National Bank Trust Department
Mississippi
$11.4M +$2.51M +13,989 +28%
VWA
645
Visionary Wealth Advisors
Illinois
$11.3M +$221K +1,233 +2%
BIA
646
Biondo Investment Advisors
Pennsylvania
$11.3M -$214K -1,181 -2%
PAI
647
Pittenger & Anderson Inc
Nebraska
$11.3M +$675K +3,760 +6%
SFO
648
Stokes Family Office
Louisiana
$11.1M +$122K +681 +1%
GVAG
649
Great Valley Advisor Group
Delaware
$11.1M -$2.74M -15,273 -20%
CAM
650
Centre Asset Management
New York
$11.1M -$4.79M -26,676 -30%