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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 %
CAM
726
Close Asset Management
United Kingdom
$9.04M +$2.62M +15,556 +41%
WP
727
WealthPLAN Partners
Nebraska
$9.03M +$4.22M +25,003 +88%
QCM
728
Quantinno Capital Management
New York
$9.02M +$949K +5,628 +12%
WAS
729
Wealth Advisory Solutions
Indiana
$8.97M -$220K -1,302 -2%
KBC
730
Key Bridge Compliance
$8.97M +$8.97M +53,177 New
RBA
731
Richard Bernstein Advisors
New York
$8.97M +$5.8M +34,398 +183%
SW
732
SlateStone Wealth
Florida
$8.97M +$4.69M +27,785 +109%
CIA
733
Covington Investment Advisors
Pennsylvania
$8.95M +$388K +2,300 +5%
FA
734
Fiduciary Alliance
South Carolina
$8.92M +$324K +1,923 +4%
FDCDDQ
735
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.91M -$775K -4,596 -8%
BCV
736
Banque Cantonale Vaudoise
Switzerland
$8.89M -$774K -4,590 -8%
CWM
737
C2C Wealth Management
Arizona
$8.85M +$1.16M +7,015 +15%
LA
738
Lynch & Associates
Indiana
$8.83M +$209K +1,237 +2%
AG
739
Advocate Group
Minnesota
$8.74M +$200K +1,185 +2%
ECG
740
Edge Capital Group
Georgia
$8.71M +$533K +3,161 +7%
LWM
741
Lyell Wealth Management
California
$8.68M +$454K +2,692 +6%
MWM
742
Meridian Wealth Management
Kentucky
$8.66M +$4.55M +26,974 +111%
SCM
743
SKBA Capital Management
California
$8.66M
BL
744
Balentine LLC
Georgia
$8.65M +$546K +3,241 +7%
BFG
745
Bleakley Financial Group
New Jersey
$8.64M -$490K -2,903 -5%
FNFDCM
746
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.56M -$29.5K -175 -0.3%
CNBTD
747
Citizens National Bank Trust Department
Mississippi
$8.54M +$12K +71 +0.1%
FMC
748
First Merchants Corp
Indiana
$8.5M -$252K -1,496 -3%
GC
749
Grimes & Company
Massachusetts
$8.5M +$314K +1,864 +4%
ECU
750
Eisler Capital (UK)
United Kingdom
$8.47M +$3.76M +22,290 +80%