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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 %
BIM
2001
Bridgecreek Investment Management
Oklahoma
$837K +$4.17K +29 +0.5%
BW
2002
Bison Wealth
Georgia
$837K +$95.2K +663 +13%
SPA
2003
Shore Point Advisors
New Jersey
$836K
WCG
2004
Weaver Consulting Group
California
$836K +$2.01K +14 +0.2%
BCAM
2005
Boston Common Asset Management
Massachusetts
$833K +$833K +5,800 New
CWA
2006
Consilium Wealth Advisory
Texas
$832K -$43.7K -304 -5%
MTC
2007
Matrix Trust Company
Colorado
$832K +$405K +2,819 +95%
SCM
2008
Sterneck Capital Management
Missouri
$831K +$14.7K +102 +2%
MA
2009
MONECO Advisors
Connecticut
$830K -$2.3K -16 -0.3%
UIA
2010
UBP Investment Advisors
Switzerland
$830K
BWCS
2011
Beirne Wealth Consulting Services
Connecticut
$829K -$19.1K -133 -2%
W
2012
WorthPointe
California
$828K +$144 +1 +0%
GP
2013
Greenline Partners
New York
$827K
IP
2014
Ignite Planners
California
$824K +$61.2K +403 +8%
BHC
2015
Bowen Hanes & Co
Florida
$822K
PCM
2016
Piedmont Capital Management
Montana
$817K -$63.9K -444 -7%
DOA
2017
D'Orazio & Associates
Virginia
$817K +$55.1K +383 +7%
HCM
2018
Hodges Capital Management
Texas
$816K -$223K -1,551 -21%
AC
2019
AlphaCore Capital
California
$816K +$149K +1,039 +22%
NLP
2020
Next Level Private
New York
$816K +$360K +2,269 +79%
MGAM
2021
McGowan Group Asset Management
Texas
$814K +$34.5K +240 +4%
FBFS
2022
First Business Financial Services
Wisconsin
$814K +$134K +931 +20%
FA
2023
Fermata Advisors
California
$812K -$142K -990 -15%
IIA
2024
Integral Investment Advisors
California
$812K -$103K -716 -11%
BCA
2025
Bray Capital Advisors
Florida
$808K -$13.8K -96 -2%