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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 %
BBI
676
Baxter Bros Inc
Connecticut
$9.38M +$19.8K +133 +0.2%
MDCM
677
Morgan Dempsey Capital Management
Wisconsin
$9.37M -$610K -4,087 -6%
MBTD
678
Mechanics Bank - Trust Department
California
$9.36M -$568K -3,809 -6%
KRSITF
679
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$9.33M -$191K -1,279 -2%
AWAG
680
ARS Wealth Advisors Group
Florida
$9.28M -$631K -4,231 -6%
DIA
681
Dean Investment Associates
Ohio
$9.21M -$398K -2,671 -4%
SHGA
682
Sand Hill Global Advisors
California
$9.21M +$25.2K +169 +0.3%
SCM
683
Shelton Capital Management
Colorado
$9.19M +$143K +961 +2%
ANBT
684
American National Bank & Trust
Texas
$9.19M -$1.07M -7,158 -10%
NRS
685
Neville Rodie & Shaw
New York
$9.16M -$576K -3,863 -6%
CNBT
686
Canandaigua National Bank & Trust
New York
$9.15M +$375K +2,512 +4%
AHC
687
Adell Harriman & Carpenter
Texas
$9.15M +$242K +1,621 +3%
CIS
688
Connors Investor Services
Pennsylvania
$9.08M -$3.8M -25,506 -30%
PCA
689
Peddock Capital Advisors
Massachusetts
$9.08M -$43.7K -293 -0.5%
MWM
690
Meridian Wealth Management
Kentucky
$9.07M +$1.41M +9,421 +18%
HWM
691
HFG Wealth Management
Texas
$9.06M +$9.06M +60,768 New
CCM
692
Channing Capital Management
Illinois
$8.99M +$1.89M +12,685 +27%
PP
693
Patten & Patten
Tennessee
$8.96M -$105K -705 -1%
EH
694
Equitable Holdings
New York
$8.93M +$842K +5,648 +10%
WP
695
WealthPLAN Partners
Nebraska
$8.83M +$841K +5,641 +11%
EWP
696
Engrave Wealth Partners
Texas
$8.79M -$14.6K -98 -0.2%
SIMG
697
Sonora Investment Management Group
Arizona
$8.79M +$1.98M +13,284 +29%
RMC
698
Resources Management Corp
Connecticut
$8.77M +$91.7K +615 +1%
FA
699
Fiduciary Alliance
South Carolina
$8.75M +$866K +5,806 +11%
ERIC
700
Eagle Rock Investment Company
Georgia
$8.73M -$2.7M -18,103 -24%