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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 %
BCA
2151
Bray Capital Advisors
Florida
$918K +$26K +154 +3%
FWA
2152
FSM Wealth Advisors
Ohio
$914K +$34.9K +207 +4%
FSWA
2153
Financial Synergies Wealth Advisors
Texas
$914K +$300K +1,781 +49%
BWCS
2154
Beirne Wealth Consulting Services
Connecticut
$913K
EIA
2155
Edgemoor Investment Advisors
Maryland
$913K -$33.4K -198 -4%
SAM
2156
Seelaus Asset Management
New Jersey
$911K -$664K -3,937 -42%
MFWP
2157
Mosaic Family Wealth Partners
Missouri
$909K +$3.71K +22 +0.4%
BCM
2158
BluePath Capital Management
Georgia
$905K +$905K +5,367 New
TWP
2159
Total Wealth Planning
Ohio
$901K +$14.2K +84 +2%
WBC
2160
Westpac Banking Corp
Australia
$901K +$719K +4,262 +394%
CAM
2161
CPA Asset Management
Florida
$901K +$1.86K +11 +0.2%
SEP
2162
Southland Equity Partners
Missouri
$901K +$39.5K +234 +5%
VSQM
2163
V-Square Quantitative Management
Illinois
$901K +$197K +1,168 +28%
KC
2164
Kingfisher Capital
North Carolina
$901K +$3.03K +18 +0.3%
GGS
2165
Galvin Gaustad & Stein
Arizona
$898K -$7.59K -45 -0.8%
ACM
2166
Alta Capital Management
Utah
$898K +$53.8K +319 +6%
FMP
2167
Financial Management Professionals
Texas
$898K -$8.77K -52 -1%
Kovitz Investment Group Partners
2168
Kovitz Investment Group Partners
Illinois
$898K -$35.1K -208 -4%
IWM
2169
Integris Wealth Management
California
$897K +$3.04K +18 +0.3%
F4L
2170
Fortune 45 LLC
Louisiana
$894K -$32.5K -193 -4%
AWM
2171
Angeles Wealth Management
California
$892K -$6.91K -41 -0.8%
PCM
2172
Piedmont Capital Management
Montana
$892K -$18.2K -108 -2%
FGA
2173
Fortis Group Advisors
New Jersey
$891K +$198K +1,203 +29%
OCG
2174
Opus Capital Group
Ohio
$890K -$76K -451 -8%
ECM
2175
ExodusPoint Capital Management
New York
$889K -$8.89M -52,746 -91%