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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 %
LWM
2276
LJI Wealth Management
Indiana
$766K +$8.6K +51 +1%
ACM
2277
Absolute Capital Management
Pennsylvania
$765K +$765K +4,537 New
TLA
2278
Tanglewood Legacy Advisors
Texas
$765K
RWA
2279
Rainsberger Wealth Advisors
Colorado
$764K -$11.3K -67 -1%
SGWM
2280
Sterling Group Wealth Management
California
$763K +$89.2K +529 +13%
TIM
2281
Tevis Investment Management
Texas
$762K
CCIA
2282
Cherry Creek Investment Advisors
Colorado
$761K +$41K +243 +6%
AA
2283
Addison Advisors
Vermont
$761K +$28.8K +171 +4%
PGF
2284
Plan Group Financial
Oklahoma
$761K -$171K -1,014 -18%
BIA
2285
Barry Investment Advisors
Massachusetts
$760K +$1.52K +9 +0.2%
FPGK
2286
Financial Partners Group (Kansas)
Kansas
$758K -$36.2K -255 -5%
MAG
2287
MRA Advisory Group
New Jersey
$758K -$75.9K -450 -9%
SMG
2288
Smart Money Group
Texas
$757K +$43.2K +256 +6%
ICM
2289
IMS Capital Management
Oregon
$757K
AP
2290
Adero Partners
California
$756K +$1.35K +8 +0.2%
BRA
2291
Biechele Royce Advisors
Indiana
$755K +$28K +166 +4%
CHA
2292
Carmichael Hill & Associates
Maryland
$753K +$1.52K +9 +0.2%
MIA
2293
Milestone Investment Advisors
Wisconsin
$753K +$753K +4,464 New
JLBC
2294
J.L. Bainbridge & Co
Florida
$753K +$5.73K +34 +0.8%
BA
2295
Ballew Advisors
Mississippi
$752K +$1.63K +10 +0.2%
SAF
2296
Smith Anglin Financial
Texas
$751K -$27K -160 -3%
RMSCM
2297
R.M. Sincerbeaux Capital Management
New York
$750K
NRC
2298
New Republic Capital
North Carolina
$750K +$99.2K +588 +15%
KWM
2299
Kolinsky Wealth Management
New Jersey
$750K -$674 -4 -0.1%
MPW
2300
Monterey Private Wealth
California
$748K -$28.2K -167 -4%