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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 %
PSP
1826
Pacific Sage Partners
Washington
$1.5M
AWA
1827
Alta Wealth Advisors
Massachusetts
$1.5M +$1.23M +7,296 +463%
CFP
1828
Catalyst Financial Partners
Massachusetts
$1.49M +$133K +786 +10%
LAM
1829
LifePro Asset Management
California
$1.49M +$23.1K +137 +2%
BWA
1830
Beam Wealth Advisors
Louisiana
$1.49M +$88.2K +523 +6%
WFM
1831
Wolff Financial Management
Michigan
$1.49M +$1.49M +8,836 New
JAFL
1832
Jay A. Fishman Ltd
Michigan
$1.49M -$2.53K -15 -0.2%
WTFG
1833
Wells Trecaso Financial Group
Ohio
$1.49M -$5.73K -34 -0.4%
EWS
1834
Evergreen Wealth Solutions
Pennsylvania
$1.49M -$16.2K -96 -1%
BRM
1835
Boston Research & Management
Massachusetts
$1.49M
SFP
1836
Sweet Financial Partners
Minnesota
$1.48M +$1.48M +8,761 New
EIP
1837
Energy Income Partners
Connecticut
$1.47M +$1.47M +8,736 New
CCA
1838
Cadent Capital Advisors
Oklahoma
$1.47M +$61.7K +366 +4%
APG
1839
Abacus Planning Group
South Carolina
$1.47M +$598K +3,548 +69%
WWM
1840
WT Wealth Management
Arizona
$1.46M -$224K -1,330 -13%
WAM
1841
Walker Asset Management
Missouri
$1.46M +$51.4K +305 +4%
PMFA
1842
Plante Moran Financial Advisors
Michigan
$1.46M -$89K -528 -6%
CIC
1843
Chilton Investment Company
Connecticut
$1.46M +$191K +1,131 +15%
TFA
1844
Transamerica Financial Advisors
Florida
$1.45M -$104K -618 -7%
KIG
1845
Kowal Investment Group
Wisconsin
$1.44M +$37.9K +225 +3%
TCCM
1846
Timber Creek Capital Management
Massachusetts
$1.44M -$7.42K -44 -0.5%
KLCM
1847
KG&L Capital Management
Louisiana
$1.44M -$203K -1,210 -12%
AAIS
1848
ABN AMRO Investment Solutions
$1.44M +$188K +1,116 +15%
ACP
1849
Aveo Capital Partners
Colorado
$1.44M -$37.4K -222 -3%
CG
1850
CFO4Life Group
Texas
$1.44M +$23.6K +140 +2%