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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 %
NQWM
1976
Northwest Quadrant Wealth Management
Oregon
$1.17M +$50.9K +302 +5%
BWP
1977
Balboa Wealth Partners
Arizona
$1.16M -$16.4K -97 -1%
RFG
1978
RFP Financial Group
Georgia
$1.16M -$225K -1,332 -16%
OP
1979
ORG Partners
Indiana
$1.16M -$736K -4,359 -39%
GFA
1980
Gallagher Fiduciary Advisors
Illinois
$1.16M -$46.2K -274 -4%
SSWM
1981
Sheets Smith Wealth Management
North Carolina
$1.16M +$19.6K +116 +2%
CAM
1982
Campion Asset Management
Virginia
$1.16M
ESBC
1983
E.S. Barr & Co
Kentucky
$1.16M
GTAM
1984
Global Trust Asset Management
Florida
$1.16M +$11.3K +67 +1%
VBCG
1985
Valley Brook Capital Group
Pennsylvania
$1.16M -$249K -1,475 -18%
PWP
1986
Phillips Wealth Planners
Mississippi
$1.15M +$7.27K +43 +0.6%
VFA
1987
Voya Financial Advisors
Connecticut
$1.15M +$57.3K +336 +5%
SF
1988
Summit Financial
New Jersey
$1.15M +$273K +1,618 +31%
CCFP
1989
Charles Carroll Financial Partners
Massachusetts
$1.15M
CIM
1990
CIM Investment Management
Pennsylvania
$1.15M -$26.5K -157 -2%
EGA
1991
E&G Advisors
Texas
$1.15M -$3.71K -22 -0.3%
SFP
1992
Sandbox Financial Partners
Maryland
$1.14M -$269K -1,594 -19%
DG
1993
DMC Group
Alabama
$1.14M +$44.2K +262 +4%
DOA
1994
D'Orazio & Associates
Virginia
$1.14M +$108K +638 +10%
HI
1995
Hoey Investments
Pennsylvania
$1.14M +$44.2K +262 +4%
MCA
1996
MSH Capital Advisors
Arizona
$1.14M +$69.3K +411 +6%
NERM
1997
New England Research & Management
Illinois
$1.14M -$278K -1,650 -20%
ILI
1998
Invesco LLC (Illinois)
Illinois
$1.14M +$21.8K +129 +2%
VIM
1999
Vista Investment Management
Pennsylvania
$1.14M +$52.9K +314 +5%
UBG
2000
United Bank (Georgia)
Georgia
$1.14M -$38.8K -230 -3%