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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 %
WIM
626
WealthPlan Investment Management
Nebraska
$10.4M +$914K +6,125 +10%
AIM
627
Artemis Investment Management
United Kingdom
$10.4M +$2.99M +20,043 +41%
FLPIM
628
F.L. Putnam Investment Management
Massachusetts
$10.3M -$1.37M -9,188 -12%
BCM
629
Brookstone Capital Management
Illinois
$10.3M +$568K +3,808 +6%
BWL
630
Bogart Wealth LLC
Virginia
$10.3M -$68.9K -462 -0.7%
BFS
631
Bard Financial Services
Connecticut
$10.3M +$29.8K +200 +0.3%
AIA
632
Allied Investment Advisors
Montana
$10.2M +$140K +937 +1%
FFBTD
633
First Financial Bank - Trust Division
Ohio
$10.2M -$55.3K -371 -0.5%
DP
634
Dearborn Partners
Illinois
$10.2M -$158K -1,058 -2%
NPT
635
Nixon Peabody Trust
Massachusetts
$10.2M +$8.19M +54,918 +412%
SW
636
SteelPeak Wealth
California
$10.1M +$4.91M +32,948 +94%
CIA
637
Concurrent Investment Advisors
Florida
$10.1M +$10.1M +67,874 New
CIA
638
CCM Investment Advisers
South Carolina
$10.1M +$72K +483 +0.7%
SFA
639
Sequoia Financial Advisors
Ohio
$10.1M +$2.73M +18,280 +37%
TCM
640
Tufton Capital Management
Maryland
$10.1M -$438K -2,934 -4%
FA
641
Fagan Associates
New York
$10M +$279K +1,872 +3%
VMPIC
642
Varma Mutual Pension Insurance Co
Finland
$9.98M +$9.98M +66,900 New
TMAM
643
Tokio Marine Asset Management
Japan
$9.97M +$364K +2,442 +4%
PAI
644
Pittenger & Anderson Inc
Nebraska
$9.94M -$343K -2,297 -3%
TPCW
645
TD Private Client Wealth
New York
$9.94M -$1.04M -6,993 -10%
HC
646
Hendley & Co
Ohio
$9.93M -$159K -1,063 -2%
CAC
647
Core Alternative Capital
Georgia
$9.89M -$2.71M -18,196 -22%
VWA
648
Visionary Wealth Advisors
Illinois
$9.88M +$298K +1,996 +3%
VCM
649
Violich Capital Management
California
$9.87M -$238K -1,595 -2%
PP
650
Prudential plc
United Kingdom
$9.86M -$18K -121 -0.2%