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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 %
MCIA
2126
Mountain Capital Investment Advisors
Colorado
$943K -$775K -5,418 -45%
SWMP
2127
Signature Wealth Management Partners
New Jersey
$943K
NCM
2128
NCM Capital Management
New Jersey
$940K -$169 -1 -0%
BCM
2129
Blume Capital Management
California
$939K
CAM
2130
Cozad Asset Management
Illinois
$938K +$1.01K +6 +0.1%
WAM
2131
WFA Asset Management
Wisconsin
$938K +$55.3K +328 +6%
EA
2132
Emerald Advisors
Washington
$937K +$486K +2,882 +108%
OPTFSNA
2133
Old Point Trust & Financial Services N A
Virginia
$936K
WAL
2134
W Advisors LLC
Tennessee
$936K +$6.07K +36 +0.7%
SQA
2135
Simon Quick Advisors
New Jersey
$936K +$55K +326 +6%
TNB
2136
Thomasville National Bank
Georgia
$936K -$95.1K -564 -9%
FFC
2137
First Financial Corp
Indiana
$935K +$308K +1,827 +49%
PCMC
2138
Paragon Capital Management (Colorado)
Colorado
$932K +$271K +1,610 +41%
BIA
2139
Benchmark Investment Advisors
Illinois
$931K -$529K -3,135 -36%
MWM
2140
Merriman Wealth Management
Washington
$929K -$183K -1,086 -16%
BMCM
2141
Burns Matteson Capital Management
New York
$928K +$651K +3,859 +235%
HJGA
2142
Hardman Johnston Global Advisors
Connecticut
$927K
CF
2143
Copperwynd Financial
Arizona
$926K -$25K -148 -3%
AAM
2144
AMI Asset Management
California
$926K +$926K +5,493 New
NLP
2145
Next Level Private
New York
$926K
RIG
2146
Renaissance Investment Group
Massachusetts
$926K -$14.2K -84 -2%
ECM
2147
Elgethun Capital Management
South Dakota
$923K +$120K +714 +15%
W
2148
Wealthquest
Ohio
$921K +$279K +1,652 +43%
W
2149
WorthPointe
California
$920K +$69.1K +410 +8%
WDG
2150
Wealth Dimensions Group
Ohio
$919K +$3.04K +18 +0.3%