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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 %
MWM
1001
Modera Wealth Management
New Jersey
$5.11M -$153K -906 -3%
CC
1002
Carlson Capital
Texas
$5.11M +$1.47M +8,707 +40%
HH
1003
Hilltop Holdings
Texas
$5.09M +$320K +1,900 +7%
FMTCOCP
1004
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.07M -$37.9K -225 -0.7%
RCAP
1005
Resolute Capital Asset Partners
Colorado
$5.06M +$5.06M +30,000 New
CI
1006
Centerstone Investors
New York
$5.06M +$1.26M +7,500 +33%
FWP
1007
FAS Wealth Partners
Kansas
$5.04M +$256K +1,517 +5%
WFG
1008
Wills Financial Group
Virginia
$5.01M +$107K +634 +2%
WAS
1009
WESPAC Advisors SoCal
California
$5M -$6.41K -38 -0.1%
MGIA
1010
Moneta Group Investment Advisors
Missouri
$5M -$6.07K -36 -0.1%
NFG
1011
Nations Financial Group
Iowa
$4.99M +$291K +1,723 +6%
SWM
1012
Spire Wealth Management
Virginia
$4.97M -$46.9K -278 -0.9%
BMA
1013
Brooks Moore & Associates
Tennessee
$4.97M -$3.71K -22 -0.1%
TIM
1014
Thompson Investment Management
Wisconsin
$4.96M -$37.9K -225 -0.8%
RA
1015
RFG Advisory
Alabama
$4.96M -$417K -2,473 -8%
DSC
1016
Duncker Streett & Co
Missouri
$4.96M +$164K +975 +3%
IFAM
1017
Institutional & Family Asset Management
Colorado
$4.96M -$582K -3,450 -10%
TCA
1018
Transcend Capital Advisors
New Jersey
$4.96M +$152K +900 +3%
CL
1019
CSS LLC
Illinois
$4.95M +$411K +2,435 +9%
LDB
1020
Lee, Danner & Bass
Tennessee
$4.95M +$323K +1,917 +7%
AMIM
1021
Aull & Monroe Investment Management
Alabama
$4.94M -$33.7K -200 -0.7%
SS
1022
Sunbelt Securities
Texas
$4.92M -$336K -1,990 -6%
FBC
1023
Fairfield, Bush & Co
Connecticut
$4.91M -$1.35K -8 -0%
YC
1024
Yarbrough Capital
Tennessee
$4.91M
S
1025
SignatureFD
Georgia
$4.91M +$1.01M +5,969 +26%