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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 %
TWA
1026
TCI Wealth Advisors
Arizona
$4.9M +$35.4K +210 +0.7%
FM
1027
Foster & Motley
Ohio
$4.9M +$463K +2,743 +10%
FNBTCON
1028
First National Bank & Trust Co of Newtown
Pennsylvania
$4.89M -$106K -630 -2%
MPIM
1029
McGinn Penninger Investment Management
Virginia
$4.86M -$29K -172 -0.6%
TLP
1030
Trinity Legacy Partners
Texas
$4.86M -$730K -4,331 -13%
PAA
1031
Peregrine Asset Advisers
Oregon
$4.85M +$1.06M +6,289 +28%
FBT
1032
First Bankers Trust
Kentucky
$4.84M -$125K -742 -3%
MWM
1033
Mission Wealth Management
California
$4.84M +$127K +751 +3%
CPA
1034
Capital Planning Advisors
California
$4.84M +$878K +5,207 +22%
IMC Chicago
1035
IMC Chicago
Illinois
$4.82M +$4.82M +28,574 New
BOSSRA
1036
B.O.S.S. Retirement Advisors
Utah
$4.81M +$19.9K +118 +0.4%
CS
1037
Crescent Sterling
Louisiana
$4.78M -$364K -2,157 -7%
CPC
1038
Consolidated Planning Corp
Georgia
$4.78M +$208K +1,235 +5%
WFI
1039
West Family Investments
California
$4.77M -$50.1K -297 -1%
CCA
1040
Cobblestone Capital Advisors
New York
$4.77M +$4.05K +24 +0.1%
LA
1041
Legacy Advisors
Pennsylvania
$4.77M -$325K -1,926 -6%
MCM
1042
Mill Capital Management
North Carolina
$4.76M
JPWM
1043
Jamison Private Wealth Management
Georgia
$4.75M +$4.75M +28,141 New
BEI
1044
Benjamin Edwards Inc
Missouri
$4.75M +$349K +2,070 +8%
MIM
1045
MTM Investment Management
South Carolina
$4.74M +$76.9K +456 +2%
SFA
1046
Souders Financial Advisors
Ohio
$4.72M +$209K +1,237 +5%
PGIM
1047
Pacific Global Investment Management
California
$4.72M +$106K +630 +2%
RWM
1048
Ritholtz Wealth Management
New York
$4.7M +$61.7K +366 +1%
BMM
1049
Buffington Mohr McNeal
Idaho
$4.69M +$112K +665 +2%
BCFS
1050
Butensky & Cohen Financial Security
Florida
$4.68M +$286K +1,699 +7%