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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 %
CFP
2001
Curran Financial Partners
South Carolina
$1.13M +$38.4K +228 +4%
BS
2002
Bessemer Securities
New York
$1.13M -$438K -2,600 -28%
AIFAIM
2003
American Institute for Advanced Investment Management
Arizona
$1.13M +$3.14K +19 +0.3%
AFM
2004
Abbot Financial Management
Massachusetts
$1.12M +$4.22K +25 +0.4%
MWA
2005
Meridian Wealth Advisors
Texas
$1.12M -$69.8K -414 -6%
MA
2006
MBA Advisors
Pennsylvania
$1.12M +$18.7K +111 +2%
CCA
2007
Childress Capital Advisors
Texas
$1.12M +$1.12M +6,655 New
WC
2008
Westhampton Capital
North Carolina
$1.12M -$12.8K -76 -1%
OC
2009
Oarsman Capital
Wisconsin
$1.12M +$11.1K +66 +1%
WQ
2010
Wealth Quarterback
New Jersey
$1.12M +$80.4K +477 +8%
CIA
2011
Cascade Investment Advisors
Oregon
$1.11M +$28.5K +169 +3%
CA
2012
Cambridge Advisors
Nebraska
$1.11M
WFA
2013
WestHill Financial Advisors
California
$1.11M +$70.6K +419 +7%
MIM
2014
Morningstar Investment Management
Illinois
$1.11M +$125K +742 +13%
CWP
2015
Core Wealth Partners
California
$1.11M +$368K +2,181 +50%
OIA
2016
Optimum Investment Advisors
Illinois
$1.11M -$57.2K -339 -5%
MIM
2017
Merrion Investment Management
New Jersey
$1.11M -$120K -710 -10%
CBFP
2018
Cedar Brook Financial Partners
Ohio
$1.11M -$2.19K -13 -0.2%
EFG
2019
Everhart Financial Group
Ohio
$1.11M +$81.3K +482 +8%
AIM
2020
Arcadia Investment Management
Michigan
$1.1M
JGUA
2021
John G. Ullman & Associates
New York
$1.1M -$11.1K -66 -1%
PCA
2022
Pallas Capital Advisors
Massachusetts
$1.1M +$817K +5,592 +290%
PWA
2023
Provenance Wealth Advisors
Florida
$1.1M +$1.1M +6,502 New
AIA
2024
Alera Investment Advisors
Illinois
$1.09M +$11.3K +67 +1%
AIA
2025
Angeles Investment Advisors
California
$1.09M -$63.7K -378 -6%