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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 %
SPC
776
Sigma Planning Corp
Michigan
$7.97M -$77.4K -459 -1%
BSW
777
Buckingham Strategic Wealth
Missouri
$7.97M +$949K +5,628 +14%
CSPIA
778
Cary Street Partners Investment Advisory
Virginia
$7.96M +$823K +4,881 +12%
BIC
779
Beach Investment Counsel
Pennsylvania
$7.95M +$2.25M +13,359 +40%
LMIM
780
Lockheed Martin Investment Management
Maryland
$7.95M -$1.34M -8,480 -14%
AMI
781
Amica Mutual Insurance
Rhode Island
$7.94M
BBHC
782
Brown Brothers Harriman & Co
New York
$7.92M +$336K +1,990 +4%
AAMA
783
Advanced Asset Management Advisors
Ohio
$7.9M
TFS
784
Thoroughbred Financial Services
Tennessee
$7.86M +$1.25M +7,431 +19%
RP
785
Rowlandmiller & Partners
Georgia
$7.84M +$41.5K +246 +0.5%
VIM
786
Vinva Investment Management
Australia
$7.83M +$265K +1,553 +4%
BIG
787
Boothe Investment Group
Delaware
$7.82M +$7.82M +46,364 New
NEAM
788
New England Asset Management
Connecticut
$7.81M -$522K -3,096 -6%
FIM
789
Fruth Investment Management
Texas
$7.8M -$27K -160 -0.3%
SCM
790
Schnieders Capital Management
California
$7.77M +$194K +1,150 +3%
LKIM
791
Lawson Kroeker Investment Management
Nebraska
$7.77M +$23.4K +139 +0.3%
MCM
792
Marathon Capital Management
Maryland
$7.74M +$47.4K +281 +0.6%
NW
793
NewEdge Wealth
Pennsylvania
$7.69M +$449K +2,664 +6%
SIMG
794
Sonora Investment Management Group
Arizona
$7.69M +$379K +2,249 +5%
CCM
795
Coldstream Capital Management
Washington
$7.67M +$239K +1,418 +3%
FNB
796
Farmers National Bank
Kentucky
$7.65M +$145K +858 +2%
FHB
797
First Hawaiian Bank
Hawaii
$7.62M -$85.5K -507 -1%
MJP
798
Michael J. Puzo
$7.6M +$237K +1,406 +3%
LPT
799
Legacy Private Trust
Wisconsin
$7.6M -$695K -4,124 -8%
SBIA
800
Sheaff Brock Investment Advisors
Indiana
$7.59M +$1.81M +10,757 +31%