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 %
VA
1376
Valmark Advisers
Ohio
$2.76M +$70.7K +419 +3%
CGL
1377
Clarius Group LLC
Washington
$2.75M -$602K -3,569 -18%
NHC
1378
Nicholas Hoffman & Company
Georgia
$2.74M +$1.52K +9 +0.1%
JWM
1379
Jeppson Wealth Management
California
$2.74M -$87.7K -520 -3%
RWP
1380
RWA Wealth Partners
Massachusetts
$2.74M +$1.15M +6,799 +72%
WCAMG
1381
Woodard & Company Asset Management Group
North Carolina
$2.73M -$5.9K -35 -0.2%
CCM
1382
Chilton Capital Management
Texas
$2.73M -$1.35K -8 -0%
VCAM
1383
Van Cleef Asset Management
Ohio
$2.73M +$169 +1 +0%
RMAM
1384
Raab & Moskowitz Asset Management
New Jersey
$2.73M -$49.7K -295 -2%
PRS
1385
Pinkerton Retirement Specialists
Idaho
$2.72M -$2.37M -14,080 -47%
MA
1386
Modus Advisors
Minnesota
$2.72M +$92.1K +546 +4%
FWM
1387
Finer Wealth Management
Massachusetts
$2.71M -$98K -581 -3%
BA
1388
Bristlecone Advisors
Washington
$2.71M -$15.2K -90 -0.6%
AF
1389
Arrow Financial
New York
$2.71M -$58.8K -349 -2%
CBT
1390
CoreFirst Bank & Trust
Kansas
$2.71M -$60.9K -361 -2%
CAC
1391
Certified Advisory Corp
Florida
$2.71M +$76.2K +452 +3%
KF
1392
Krilogy Financial
Missouri
$2.7M +$854K +5,063 +46%
LSPW
1393
Lake Street Private Wealth
Illinois
$2.7M +$94.3K +553 +4%
BOS
1394
Bank of Stockton
California
$2.7M +$96.9K +626 +4%
LBC
1395
Lawrence B. Cohen
$2.7M -$33.2K -197 -1%
TSWM
1396
Triangle Securities Wealth Management
North Carolina
$2.7M +$28.2K +167 +1%
IR
1397
IAT Reinsurance
New York
$2.7M
CWP
1398
Cyndeo Wealth Partners
Florida
$2.69M +$169K +1,005 +7%
MTIC
1399
Missouri Trust & Investment Company
Missouri
$2.69M +$11.3K +67 +0.4%
WA
1400
WealthTrust Axiom
Pennsylvania
$2.69M -$132K -782 -5%