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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 %
VEA
2251
Virtus ETF Advisers
New York
$794K +$25.5K +151 +3%
AWA
2252
Aletheian Wealth Advisors
Washington
$793K -$55.3K -328 -7%
GG
2253
Greenwood Gearhart
Arkansas
$793K
AA
2254
Alta Advisers
United Kingdom
$793K
CCM
2255
Carderock Capital Management
Maryland
$791K +$2.87K +17 +0.4%
SHA
2256
Seneca House Advisors
Virginia
$790K
RFMS
2257
RWQ Financial Management Services
Florida
$789K +$789K +4,677 New
WI
2258
WrapManager Inc
California
$788K +$141K +836 +22%
CGA
2259
Crescent Grove Advisors
Illinois
$787K +$2.19K +13 +0.3%
AP
2260
Atwood & Palmer
Missouri
$787K
MWM
2261
Moulton Wealth Management
Washington
$787K
GJIA
2262
Glass Jacobson Investment Advisors
Maryland
$786K +$15.3K +91 +2%
GKWIM
2263
Gerber Kawasaki Wealth & Investment Management
California
$786K +$129K +766 +20%
CSWM
2264
Cassady Schiller Wealth Management
Ohio
$786K +$22.1K +131 +3%
SIAG
2265
Safeguard Investment Advisory Group
California
$785K -$525K -3,112 -40%
NRD
2266
Nebula Research & Development
New York
$783K +$783K +4,641 New
IFWM
2267
Institute for Wealth Management
Colorado
$781K -$4.05K -24 -0.5%
SCM
2268
Sterneck Capital Management
Missouri
$780K -$27.7K -164 -3%
NED
2269
Nancy E. Dempze
$779K +$50.6K +300 +7%
TNAM
2270
Terra Nova Asset Management
New York
$776K
C
2271
CEDRUS
Colorado
$774K +$65.4K +388 +9%
SOS
2272
Silver Oak Securities
Tennessee
$773K -$402K -2,383 -34%
BFPW
2273
BOK Financial Private Wealth
Colorado
$771K -$5.9K -35 -0.8%
BWA
2274
Blodgett Wealth Advisors
California
$770K +$169 +1 +0%
LA
2275
Latitude Advisors
Florida
$769K +$38.1K +226 +5%