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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 %
AA
2026
AlphaQ Advisors
Florida
$1.09M -$17.4K -103 -2%
KCPG
2027
Kavar Capital Partners Group
Kansas
$1.09M +$239K +1,416 +28%
WKWM
2028
Walter & Keenan Wealth Management
Indiana
$1.09M -$32K -190 -3%
V
2029
ViaWealth
Kansas
$1.09M
LMKC
2030
L.M. Kohn & Company
Ohio
$1.09M +$3.71K +22 +0.3%
MCM
2031
Manchester Capital Management
Vermont
$1.08M +$18.2K +108 +2%
DF
2032
Donoghue Forlines
Massachusetts
$1.08M +$21.1K +125 +2%
OWM
2033
OneAscent Wealth Management
Alabama
$1.08M +$1.08M +6,428 New
CBT
2034
Central Bank & Trust
Kentucky
$1.08M -$23.9K -142 -2%
GWSG
2035
GPS Wealth Strategies Group
Colorado
$1.08M +$14K +83 +1%
CWM
2036
CCG Wealth Management
California
$1.08M +$1.08M +6,394 New
WPW
2037
Warther Private Wealth
Ohio
$1.08M -$357K -2,116 -25%
CHA
2038
Cooper/Haims Advisors
New York
$1.07M +$45K +267 +4%
KFG
2039
Kingdom Financial Group
Arizona
$1.07M +$152K +903 +17%
SFB
2040
STAR Financial Bank
Indiana
$1.07M -$94.9K -563 -8%
AIM
2041
Alhambra Investment Management
Florida
$1.07M -$45K -267 -4%
I
2042
InceptionR
California
$1.07M -$13.5K -80 -1%
BC
2043
Barrett & Company
Rhode Island
$1.07M
NP
2044
Ninepoint Partners
Ontario, Canada
$1.07M +$1.07M +6,335 New
DDC
2045
DF Dent & Co
Maryland
$1.07M -$843 -5 -0.1%
NRI
2046
NFP Retirement Inc
California
$1.06M +$34.7K +206 +3%
LIG
2047
Lokken Investment Group
Delaware
$1.06M +$19.9K +118 +2%
LWAM
2048
Legacy Wealth Asset Management
Minnesota
$1.06M +$20.1K +119 +2%
EFL
2049
ERn Financial LLC
Wisconsin
$1.06M +$41.5K +246 +4%
WF
2050
Wayfinding Financial
Washington
$1.06M +$19.7K +118 +2%