CVX icon

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 %
TWA
2226
Talisman Wealth Advisors
New Jersey
$819K -$54K -320 -6%
SFS
2227
Strategic Financial Services
New York
$817K -$84.3K -500 -9%
JWWM
2228
Johnson & White Wealth Management
Pennsylvania
$816K +$816K +4,839 New
MCM
2229
Mendel Capital Management
Arkansas
$816K -$675 -4 -0.1%
HEIP
2230
Hudson Edge Investment Partners
New Jersey
$814K
BBNB
2231
Baker Boyer National Bank
Washington
$813K -$255K -1,515 -24%
OWA
2232
Opal Wealth Advisors
New York
$812K +$88.4K +524 +12%
SIS
2233
Sound Income Strategies
Florida
$812K +$184K +1,092 +29%
CCA
2234
Cottonwood Capital Advisors
Utah
$811K +$64.4K +382 +9%
QC
2235
Quent Capital
New York
$809K +$506 +3 +0.1%
JC
2236
JB Capital
Connecticut
$809K +$30.4K +180 +4%
HIA
2237
HTG Investment Advisors
Connecticut
$807K +$3.2K +19 +0.4%
EBSAM
2238
Eubel Brady & Suttman Asset Management
Ohio
$804K +$4.72K +28 +0.6%
WB
2239
West Bancorporation
Iowa
$802K +$368K +2,185 +85%
CQS
2240
Credential Qtrade Securities
$801K +$6.75K +40 +0.8%
EIA
2241
Eldridge Investment Advisors
New Hampshire
$801K
WBC
2242
West Branch Capital
Massachusetts
$801K +$1.69K +10 +0.2%
AWA
2243
Aaron Wealth Advisors
Illinois
$799K +$73.7K +437 +10%
GRQ
2244
Gardner Russo & Quinn
Pennsylvania
$798K +$2.19K +13 +0.3%
CF
2245
Clarity Financial
Texas
$797K +$39.3K +233 +5%
PWM
2246
Paulson Wealth Management
Illinois
$797K +$140K +828 +21%
HWA
2247
Heartwood Wealth Advisors
Virginia
$795K -$77.1K -457 -9%
AWA
2248
Amplius Wealth Advisors
Pennsylvania
$795K -$201K -1,190 -20%
LFA
2249
Landmark Financial Advisors
Kentucky
$795K -$2.7K -16 -0.3%
BOM
2250
Bank of Marin
California
$795K +$34.9K +207 +5%