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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 %
KFC
701
Klingenstein Fields & Co
New York
$8.69M +$385K +2,580 +5%
VIP
702
Vista Investment Partners
Oklahoma
$8.68M +$8.68M +58,163 New
FFA
703
Farther Finance Advisors
California
$8.66M +$211K +1,416 +2%
LWP
704
LMG Wealth Partners
Louisiana
$8.6M -$43.1K -289 -0.5%
ECG
705
Edge Capital Group
Georgia
$8.59M +$883K +5,923 +11%
CIA
706
Covington Investment Advisors
Pennsylvania
$8.58M +$661K +4,429 +8%
PTB
707
Pioneer Trust Bank
Oregon
$8.54M +$454K +3,045 +6%
FCH
708
Freestone Capital Holdings
Washington
$8.52M -$847K -5,679 -9%
SWM
709
Segment Wealth Management
Texas
$8.51M -$5.21M -34,908 -38%
PIA
710
Petredis Investment Advisors
Pennsylvania
$8.5M -$297K -1,993 -3%
HFS
711
Haverford Financial Services
Pennsylvania
$8.48M +$25.2K +169 +0.3%
SWM
712
Stockman Wealth Management
Montana
$8.47M +$213K +1,429 +3%
NCM
713
Novare Capital Management
North Carolina
$8.46M +$171K +1,148 +2%
1832 Asset Management
714
1832 Asset Management
Ontario, Canada
$8.44M -$12.5M -83,476 -60%
FCBT
715
First Citizens Bank & Trust
North Carolina
$8.44M +$5.49M +36,779 +186%
SIG
716
Sky Investment Group
Connecticut
$8.43M +$7.16K +48 +0.1%
ATPW
717
Ashton Thomas Private Wealth
Arizona
$8.41M -$614K -4,115 -7%
GIM
718
Grassi Investment Management
California
$8.41M
OHIS
719
Oak Harvest Investment Services
Texas
$8.4M -$2.2M -14,735 -21%
SW
720
SlateStone Wealth
Florida
$8.37M +$439K +2,941 +6%
BCM
721
Birmingham Capital Management
Alabama
$8.33M -$201K -1,350 -2%
SFO
722
Stokes Family Office
Louisiana
$8.32M -$960K -6,437 -10%
GVAG
723
Great Valley Advisor Group
Delaware
$8.31M -$317K -2,127 -4%
CCG
724
Cypress Capital Group
Florida
$8.29M -$213K -1,425 -2%
NMIMC
725
Northwestern Mutual Investment Management Company
Wisconsin
$8.29M -$64.6K -433 -0.8%