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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 %
TPWA
926
TRUE Private Wealth Advisors
Oregon
$6.02M +$199K +1,183 +3%
Westfield Capital Management
927
Westfield Capital Management
Massachusetts
$6M +$1.98M +11,768 +49%
PTC
928
Private Trust Company
Ohio
$6M -$96.6K -573 -2%
AWE
929
Avidian Wealth Enterprises
Texas
$5.99M +$142K +842 +2%
NCM
930
Narwhal Capital Management
Georgia
$5.98M -$43.3K -257 -0.7%
NCM
931
Nelson Capital Management
California
$5.98M -$33.9K -201 -0.6%
APP
932
Avantax Planning Partners
Iowa
$5.97M +$709K +4,207 +13%
WA
933
Waverly Advisors
Alabama
$5.97M +$1.53M +9,095 +35%
CBB
934
Citizens Business Bank
California
$5.96M -$1.31M -7,481 -18%
CFC
935
Cincinnati Financial Corp
Ohio
$5.93M
JWCA
936
J.W. Cole Advisors
Florida
$5.92M +$698K +4,137 +13%
SW
937
SteelPeak Wealth
California
$5.91M -$7.78M -46,152 -57%
BHWA
938
Beacon Harbor Wealth Advisors
Virginia
$5.9M +$79.1K +469 +1%
HCA
939
Harbor Capital Advisors
Illinois
$5.88M
DIA
940
Dana Investment Advisors
Wisconsin
$5.88M -$250K -1,483 -4%
GCM
941
Garland Capital Management
Washington
$5.88M +$77.6K +460 +1%
ALAM
942
Asahi Life Asset Management
Japan
$5.87M +$68.5K +406 +1%
ECML
943
Eagle Capital Management (Louisiana)
Louisiana
$5.85M +$25.6K +152 +0.4%
SCP
944
Sandhill Capital Partners
New York
$5.83M +$76.9K +456 +1%
IWM
945
IHT Wealth Management
Illinois
$5.82M +$671K +3,979 +13%
MS
946
Madden Securities
Texas
$5.81M +$16.4K +97 +0.3%
CBTWT
947
Community Bank & Trust (Waco, Texas)
Texas
$5.8M +$203K +1,414 +4%
RWP
948
Ridgecrest Wealth Partners
California
$5.79M -$506K -3,000 -8%
CCT
949
Capital City Trust
Florida
$5.78M -$882K -5,233 -13%
RHDIC
950
R.H. Dinel Investment Counsel
California
$5.77M