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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 %
SAMC
851
Spectrum Asset Management (California)
California
$6.3M -$215K -1,441 -3%
OCAM
852
Onex Canada Asset Management
Ontario, Canada
$6.29M -$1.89M -12,693 -23%
CWM
853
Compass Wealth Management
Connecticut
$6.27M +$778K +5,219 +14%
BFM
854
Boston Financial Management
Massachusetts
$6.25M -$246K -1,647 -4%
FNBT
855
FineMark National Bank & Trust
Florida
$6.25M -$19.4K -130 -0.3%
BCM
856
Buckhead Capital Management
Georgia
$6.24M +$254K +1,701 +4%
CA
857
CoreCap Advisors
Michigan
$6.23M +$709K +4,755 +13%
FB
858
Fulton Bank
Pennsylvania
$6.23M +$9.55K +64 +0.2%
GWMIA
859
Global Wealth Management Investment Advisory
Florida
$6.2M +$806K +5,402 +15%
AC
860
Abbrea Capital
California
$6.19M -$59.8K -401 -1%
FHB
861
First Hawaiian Bank
Hawaii
$6.19M -$558K -3,740 -8%
FSA
862
Fort Sheridan Advisors
Illinois
$6.15M +$736K +4,933 +14%
SWA
863
Stratos Wealth Advisors
Ohio
$6.11M +$197K +1,322 +3%
DPAM
864
Degroof Petercam Asset Management
Belgium
$6.1M +$6.1M +40,900 New
TH
865
TCTC Holdings
Texas
$6.09M +$405K +2,715 +7%
ANTB
866
AMG National Trust Bank
Colorado
$6.09M -$142K -950 -2%
TNBTD
867
Trustmark National Bank Trust Department
Mississippi
$6.09M -$114K -762 -2%
HBWM
868
Hollow Brook Wealth Management
New York
$6.04M +$82.9K +556 +1%
SMWM
869
Silvia McColl Wealth Management
California
$6.03M -$151K -1,011 -2%
CWM
870
Calamos Wealth Management
Illinois
$6.03M -$422K -2,830 -7%
MGAM
871
McGowan Group Asset Management
Texas
$6.02M +$2.31M +15,509 +62%
Wolverine Trading
872
Wolverine Trading
Illinois
$6M +$6M +40,246 New
LFAS
873
Level Four Advisory Services
Texas
$6M +$223K +1,498 +4%
PCTC
874
Perkins Coie Trust Company
Washington
$5.98M +$159K +1,063 +3%
CWM
875
C2C Wealth Management
Arizona
$5.93M -$2.07M -13,839 -26%