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Chevron

3,037 hedge funds and large institutions have $196B invested in Chevron in 2022 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 1,477 increasing their positions, 1,117 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,037
Holders Change
-3
Holders Change %
-0.1%
% of All Funds
52.52%
Holding in Top 10
273
Holding in Top 10 Change
+47
Holding in Top 10 Change %
+20.8%
% of All Funds
4.72%
New
128
Increased
1,477
Reduced
1,117
Closed
82
Calls
$3.85B
Puts
$3.42B
Net Calls
+$429M
Net Calls Change
+$339M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
2201
Drive Wealth Management
Utah
$635K +$90.2K +628 +17%
GAA
2202
Global Assets Advisory
Florida
$634K -$44K -243 -6%
SAM
2203
Summit Asset Management
Tennessee
$633K -$5.89K -41 -0.9%
TA
2204
Tectonic Advisors
Texas
$632K -$19.5K -136 -3%
TIM
2205
Tevis Investment Management
Texas
$632K +$11.3K +79 +2%
CBN
2206
Cadence Bank NA
Texas
$628K -$4.99M -34,741 -89%
HA
2207
Harbor Advisors
Florida
$628K
AA
2208
AF Advisors
California
$628K
RFM
2209
Royal Fund Management
Florida
$626K -$150K -1,048 -19%
SL
2210
Salomon & Ludwin
Virginia
$623K +$157K +1,095 +34%
LIG
2211
Lokken Investment Group
Delaware
$622K +$7.33K +51 +1%
RWP
2212
Revolve Wealth Partners
New Jersey
$619K +$128K +889 +26%
CPW
2213
Crestmont Private Wealth
Texas
$618K +$5.46K +38 +0.9%
NMG
2214
New Millennium Group
Utah
$618K +$22.3K +155 +4%
RW
2215
RVW Wealth
California
$617K -$15.8K -110 -2%
YWP
2216
YorkBridge Wealth Partners
New York
$615K +$99.7K +694 +19%
AWM
2217
Accel Wealth Management
Iowa
$613K -$27.7K -176 -4%
BRA
2218
Biechele Royce Advisors
Indiana
$613K -$9.34K -65 -2%
CFSG
2219
Clark Financial Services Group
Missouri
$613K +$613K +4,266 New
SC
2220
Steph & Co
Wisconsin
$612K -$109K -757 -15%
APWM
2221
Atlas Private Wealth Management
New York
$612K
ARG
2222
Advisory Resource Group
Oklahoma
$612K +$431 +3 +0.1%
PG
2223
Pendal Group
Australia
$612K +$89.1K +620 +17%
OMC
2224
Overbrook Management Corp
New York
$611K
VCM
2225
Vivaldi Capital Management
Illinois
$611K +$4K +25 +0.7%