CVX icon

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 %
PA
851
Procyon Advisors
Connecticut
$6.78M +$402K +2,382 +6%
NAMA
852
Nikko Asset Management Americas
New York
$6.77M +$1.38M +8,157 +25%
BCM
853
Buckhead Capital Management
Georgia
$6.76M -$5.32M -31,575 -44%
MCP
854
Martin Capital Partners
Oregon
$6.76M +$70.7K +419 +1%
PI
855
Putnam Investments
Massachusetts
$6.76M -$83.3K -494 -1%
CAL
856
Capital Analysts LLC
Pennsylvania
$6.74M +$29.5K +175 +0.4%
HBWM
857
Hollow Brook Wealth Management
New York
$6.74M +$149K +883 +2%
CLOS
858
Compagnie Lombard Odier SCmA
Switzerland
$6.7M +$880K +5,219 +15%
IAN
859
Integrated Advisors Network
Texas
$6.69M +$50.8K +301 +0.8%
SWA
860
Stratos Wealth Advisors
Ohio
$6.69M +$947K +5,616 +16%
LNWWM
861
Laird Norton Wetherby Wealth Management
California
$6.67M +$25K +148 +0.4%
MAM
862
Morse Asset Management
Connecticut
$6.67M +$30.9K +183 +0.5%
WAG
863
Wallace Advisory Group
California
$6.67M +$6.77K +43 +0.1%
BFA
864
Bragg Financial Advisors
North Carolina
$6.66M -$138K -819 -2%
Verition Fund Management
865
Verition Fund Management
Connecticut
$6.59M +$1.34M +7,963 +26%
SG Americas Securities
866
SG Americas Securities
New York
$6.59M -$5.36M -31,769 -45%
NB
867
Northwest Bancshares
Pennsylvania
$6.59M +$4.73M +28,034 +254%
PCTC
868
Perkins Coie Trust Company
Washington
$6.58M +$450K +2,668 +7%
WF
869
WoodTrust Financial
Wisconsin
$6.57M +$15K +89 +0.2%
HFM
870
Hartford Financial Management
Connecticut
$6.54M -$843 -5 -0%
LFAS
871
Level Four Advisory Services
Texas
$6.53M -$513K -3,041 -7%
MWM
872
Mattern Wealth Management
Kansas
$6.53M +$637K +3,779 +11%
SGI
873
Summit Global Investments
Utah
$6.52M +$3.44M +20,406 +112%
WANY
874
Wealthspire Advisors (New York)
New York
$6.52M +$498K +2,956 +8%
MFG
875
Monte Financial Group
Connecticut
$6.52M +$40.5K +240 +0.6%