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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 %
CAM
2251
Cidel Asset Management
Ontario, Canada
$589K
SWM
2252
Sugarloaf Wealth Management
Georgia
$589K +$17.6K +122 +3%
CAM
2253
Costello Asset Management
Pennsylvania
$588K -$1.07M -7,470 -65%
TWM
2254
Tanager Wealth Management
United Kingdom
$586K
CCIA
2255
Cherry Creek Investment Advisors
Colorado
$586K +$133K +926 +29%
TRIA
2256
Trail Ridge Investment Advisors
Colorado
$585K -$149K -798 -20%
KWM
2257
Kolinsky Wealth Management
New Jersey
$585K -$4.74K -33 -0.8%
DWM
2258
Dorchester Wealth Management
Quebec, Canada
$582K -$12.9K -90 -2%
MIM
2259
Meixler Investment Management
Arizona
$581K -$31.3K -218 -5%
SCFS
2260
S.C. Financial Services
Arizona
$581K +$23.4K +163 +4%
RHJA
2261
Rice Hall James & Associates
California
$580K -$30.7K -214 -5%
NPA
2262
Nichols & Pratt Advisers
Massachusetts
$579K +$37.2K +259 +7%
PPWM
2263
Paragon Private Wealth Management
Kentucky
$578K +$248K +1,419 +75%
SAG
2264
Spotlight Asset Group
Illinois
$577K +$577K +3,329 New
BWM
2265
Birchcreek Wealth Management
Ohio
$576K
QC
2266
Quent Capital
New York
$576K +$71.5K +498 +14%
KC
2267
Kenfarb & Co
Kentucky
$575K
BCFD
2268
Boit C.F. David
$575K +$575K +4,000 New
GA
2269
Gateway Advisory
New Jersey
$574K +$44.7K +311 +8%
SWP
2270
Strategic Wealth Partners
Ohio
$572K +$228K +1,585 +66%
RCG
2271
Regatta Capital Group
California
$568K +$50.6K +350 +10%
AP
2272
Adero Partners
California
$567K +$70.9K +410 +14%
EWA
2273
Encompass Wealth Advisors
Oregon
$565K -$8.48K -59 -1%
HCA
2274
Horan Capital Advisors
Ohio
$565K -$1.29K -9 -0.2%
LAM
2275
L2 Asset Management
Massachusetts
$565K +$70.1K +488 +14%