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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 %
CA
2201
Claar Advisors
New York
$860K +$25.3K +150 +3%
HA
2202
HC Advisors
Georgia
$859K +$246K +1,461 +40%
PWM
2203
PBMares Wealth Management
Virginia
$859K -$7.08K -42 -0.8%
VCM
2204
Versant Capital Management
Arizona
$858K +$76.4K +453 +10%
RPWA
2205
Regent Peak Wealth Advisors
Georgia
$857K +$11.5K +68 +1%
EIG
2206
Ellenbecker Investment Group
Wisconsin
$854K
OF
2207
Outfitter Financial
Maine
$851K +$25K +148 +3%
WI
2208
Wedgewood Investors
Pennsylvania
$851K
SC
2209
Sierra Capital
Florida
$847K -$51.6K -306 -6%
GAA
2210
Global Assets Advisory
Florida
$846K +$263K +1,561 +45%
GWAM
2211
Guardian Wealth Advisors (Minnesota)
Minnesota
$845K -$6.07K -36 -0.7%
PPWM
2212
Paragon Private Wealth Management
Kentucky
$845K +$50.4K +299 +6%
OIM
2213
Opus Investment Management
Massachusetts
$843K -$4.96M -29,400 -85%
AAI
2214
American Assets Inc
California
$843K
BB
2215
Bell Bank
North Dakota
$843K +$37.1K +220 +5%
LFM
2216
Lumina Fund Management
New York
$843K
TFA
2217
Triad Financial Advisors
North Carolina
$837K +$35.4K +210 +4%
RWM
2218
Revisor Wealth Management
Ohio
$836K +$544K +3,224 +186%
LAIC
2219
Lederer & Associates Investment Counsel
California
$835K +$78.2K +464 +10%
EBWM
2220
Eagle Bluffs Wealth Management
Missouri
$834K +$834K +4,944 New
FH
2221
FWG Holdings
Florida
$830K +$65.1K +390 +9%
VW
2222
Vance Wealth
California
$823K +$262K +1,555 +47%
ACP
2223
Aviance Capital Partners
Florida
$822K -$72.8K -432 -8%
JHP
2224
James Hambro & Partners
United Kingdom
$820K +$7.59K +45 +0.9%
VC
2225
Veracity Capital
Georgia
$819K +$31.9K +189 +4%