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Chevron

3,269 hedge funds and large institutions have $246B invested in Chevron in 2022 Q4 according to their latest regulatory filings, with 400 funds opening new positions, 1,267 increasing their positions, 1,300 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,269
Holders Change
+232
Holders Change %
+7.64%
% of All Funds
52.74%
Holding in Top 10
352
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+28.94%
% of All Funds
5.68%
New
400
Increased
1,267
Reduced
1,300
Closed
105
Calls
$3.96B
Puts
$4.44B
Net Calls
-$481M
Net Calls Change
-$910M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
2301
Costello Asset Management
Pennsylvania
$724K -$11.1K -62 -2%
KC
2302
Kades & Cheifetz
Pennsylvania
$724K +$724K +4,032 New
AWM
2303
Atticus Wealth Management
Florida
$723K +$49.2K +274 +7%
NPA
2304
Nichols & Pratt Advisers
Massachusetts
$723K -$1.08K -6 -0.1%
RFN
2305
RDA Financial Network
Iowa
$723K -$23K -128 -3%
COCM
2306
Charter Oak Capital Management
New Hampshire
$721K +$36.4K +203 +5%
BIA
2307
Beacon Investment Advisors
Maryland
$721K +$721K +4,016 New
BWM
2308
Birchcreek Wealth Management
Ohio
$719K
TAM
2309
TCP Asset Management
Ohio
$719K +$719K +4,006 New
BCFD
2310
Boit C.F. David
$718K
KC
2311
Kenfarb & Co
Kentucky
$718K
MCCA
2312
Mill Creek Capital Advisors
Pennsylvania
$717K +$717K +3,993 New
OWA
2313
Octavia Wealth Advisors
Ohio
$716K -$44.7K -249 -6%
CWM
2314
Castle Wealth Management
Florida
$716K +$11.7K +65 +2%
LGA
2315
Lebenthal Global Advisors
New York
$715K +$715K +3,985 New
GA
2316
Gateway Advisory
New Jersey
$715K -$1.44K -8 -0.2%
JFA
2317
JNBA Financial Advisors
Minnesota
$714K -$92.4K -515 -11%
SFG
2318
Sovereign Financial Group
Connecticut
$710K +$261K +1,455 +58%
DWM
2319
Dorchester Wealth Management
Quebec, Canada
$709K -$17.9K -100 -2%
PPWM
2320
Paragon Private Wealth Management
Kentucky
$708K +$115K +640 +19%
GG
2321
Golden Green
South Carolina
$708K -$191K -1,064 -21%
AW
2322
Avion Wealth
Texas
$708K
DAM
2323
Derbend Asset Management
Georgia
$706K -$44.5K -248 -6%
CIA
2324
Cladis Investment Advisory
Montana
$706K -$35.9K -200 -5%
RLIM
2325
Red Lighthouse Investment Management
New York
$706K +$706K +3,935 New