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Chevron

3,037 hedge funds and large institutions have $196B invested in Chevron in 2022 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 1,477 increasing their positions, 1,117 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,037
Holders Change
-3
Holders Change %
-0.1%
% of All Funds
52.52%
Holding in Top 10
273
Holding in Top 10 Change
+47
Holding in Top 10 Change %
+20.8%
% of All Funds
4.72%
New
128
Increased
1,477
Reduced
1,117
Closed
82
Calls
$3.85B
Puts
$3.42B
Net Calls
+$429M
Net Calls Change
+$339M
Name Holding Trade Value Shares
Change
Shares
Change %
WAL
1976
W Advisors LLC
Tennessee
$874K +$719 +5 +0.1%
NRI
1977
NFP Retirement Inc
California
$873K -$44.7K -311 -5%
GAAM
1978
Guinness Atkinson Asset Management
California
$872K -$23.4K -163 -3%
CGA
1979
Crescent Grove Advisors
Illinois
$872K +$56.2K +391 +7%
IGGA
1980
Iron Gate Global Advisors
Utah
$862K -$15.1K -104 -2%
PAWC
1981
P.A.W. Capital
Connecticut
$862K
AP
1982
Appleton Partners
Massachusetts
$862K +$77.7K +541 +10%
LWMM
1983
Legacy Wealth Management (Mississippi)
Mississippi
$861K +$718 +5 +0.1%
JMFC
1984
J.M. Forbes & Co
Massachusetts
$861K +$103K +716 +14%
MAG
1985
MRA Advisory Group
New Jersey
$858K +$68.4K +435 +9%
CAM
1986
Covenant Asset Management
New Jersey
$857K +$103K +720 +14%
LWAM
1987
Legacy Wealth Asset Management
Minnesota
$855K -$335K -2,332 -28%
SRAM
1988
Spouting Rock Asset Management
Pennsylvania
$850K -$381K -2,655 -31%
GFS
1989
GYL Financial Synergies
Connecticut
$848K -$44.1K -307 -5%
OF
1990
Outfitter Financial
Maine
$848K
SWMP
1991
Signature Wealth Management Partners
New Jersey
$846K
NAS
1992
Nicolet Advisory Services
Wisconsin
$846K +$91.6K +583 +12%
LWP
1993
Lumature Wealth Partners
Georgia
$845K +$25.1K +175 +3%
SA
1994
SAM Advisors
California
$844K +$862 +6 +0.1%
ERWM
1995
Elk River Wealth Management
Colorado
$843K
PCM
1996
Palisade Capital Management
New Jersey
$841K
WQ
1997
Wealth Quarterback
New Jersey
$840K -$8.33K -58 -1%
VWA
1998
V Wealth Advisors
Kansas
$839K -$82.8K -576 -9%
LIA
1999
LBMC Investment Advisors
Tennessee
$839K
WCA
2000
Westover Capital Advisors
Delaware
$837K -$23K -160 -3%