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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 %
VFA
826
Valeo Financial Advisors
Indiana
$7.2M -$2.77M -16,430 -28%
PIM
827
Penobscot Investment Management
Massachusetts
$7.17M +$1.65M +9,809 +30%
HWAM
828
Hennion & Walsh Asset Management
New Jersey
$7.16M -$1.85M -10,947 -20%
IWA
829
IBEX Wealth Advisors
New Jersey
$7.15M +$7.15M +42,389 New
KA
830
Kovack Advisors
Florida
$7.14M +$455K +2,699 +7%
CT
831
Coastline Trust
Rhode Island
$7.14M -$206K -1,219 -3%
DCM
832
Dudley Capital Management
Virginia
$7.11M -$16K -95 -0.2%
HSA
833
HBK Sorce Advisory
Pennsylvania
$7.11M +$154K +913 +2%
SP
834
Symmetry Partners
Connecticut
$7.1M -$1.53M -9,076 -18%
FNBT
835
FineMark National Bank & Trust
Florida
$7.08M -$55.5K -329 -0.8%
AC
836
Abbrea Capital
California
$7.07M +$63.1K +374 +0.9%
ANTB
837
AMG National Trust Bank
Colorado
$7.04M -$181K -1,072 -3%
FB
838
Fulton Bank
Pennsylvania
$7.03M +$747K +4,429 +12%
IA
839
IFP Advisors
Florida
$7.02M -$139K -825 -2%
TNBTD
840
Trustmark National Bank Trust Department
Mississippi
$7.01M +$120K +713 +2%
TCM
841
Twin Capital Management
Pennsylvania
$7M -$298K -1,770 -4%
SMWM
842
Silvia McColl Wealth Management
California
$6.99M -$58.7K -348 -0.8%
OIA
843
OneDigital Investment Advisors
Kansas
$6.92M +$331K +1,964 +5%
ECM
844
Evergreen Capital Management
Washington
$6.91M +$271K +1,605 +4%
SCI
845
S&CO Inc
Massachusetts
$6.89M -$50.6K -300 -0.7%
PT
846
Plimoth Trust
Massachusetts
$6.89M +$37.8K +224 +0.6%
CHC
847
City Holding Co
West Virginia
$6.88M +$34.7K +206 +0.5%
GQG Partners
848
GQG Partners
Florida
$6.84M +$894K +5,304 +15%
IF
849
Insight Folios
North Carolina
$6.81M -$875K -5,191 -11%
FMTC
850
Farmers & Merchants Trust Company
California
$6.81M -$84.8K -503 -1%