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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 %
BAG
2101
Bridgewealth Advisory Group
California
$977K +$15.5K +92 +2%
TA
2102
Tectonic Advisors
Texas
$977K +$1.52K +9 +0.2%
GSWM
2103
Greenup Street Wealth Management
Michigan
$975K +$975K +5,783 New
FBFS
2104
First Business Financial Services
Wisconsin
$974K +$25K +148 +3%
SFC
2105
Strategic Financial Concepts
Texas
$974K +$80.3K +476 +9%
III
2106
Independent Investors Inc
New York
$973K
AP
2107
Appleton Partners
Massachusetts
$971K -$137K -815 -12%
DAM
2108
Derbend Asset Management
Georgia
$971K +$248K +1,471 +34%
IA
2109
IAM Advisory
Pennsylvania
$970K +$30.4K +180 +3%
SFSG
2110
Sound Financial Strategies Group
Mississippi
$963K -$54.1K -321 -5%
KP
2111
Keel Point
Alabama
$963K -$64.8K -384 -6%
JIP
2112
Jaffetilchin Investment Partners
Florida
$962K -$267K -1,584 -22%
CWA
2113
Centennial Wealth Advisory
Michigan
$961K -$4.38K -26 -0.5%
WW
2114
Waterfront Wealth
Kansas
$956K -$4.5K -28 -0.5%
LIA
2115
LBMC Investment Advisors
Tennessee
$953K +$14K +84 +1%
WCG
2116
Weaver Consulting Group
California
$953K -$60.9K -361 -6%
ARMT
2117
Amica Retiree Medical Trust
Rhode Island
$951K
CAM
2118
Costello Asset Management
Pennsylvania
$951K +$312K +1,850 +49%
CIA
2119
Compass Ion Advisors
Pennsylvania
$949K +$949K +5,630 New
SC
2120
Shay Capital
New York
$948K +$948K +5,625 New
Harris Associates
2121
Harris Associates
Illinois
$947K +$635K +3,766 +204%
JSC
2122
Jackson Square Capital
California
$946K +$126K +748 +15%
IA
2123
Inspire Advisors
Idaho
$946K +$17.2K +102 +2%
LAM
2124
L2 Asset Management
Massachusetts
$945K -$17.7M -4,685 -95%
IIC
2125
Integrated Investment Consultants
Michigan
$945K -$137K -811 -13%