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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 %
NWM
2301
Northwest Wealth Management
Iowa
$748K +$9.27K +55 +1%
HFAS
2302
Hummer Financial Advisory Services
Illinois
$747K
APWM
2303
Atlas Private Wealth Management
New York
$747K -$10.6K -63 -1%
MCM
2304
McRae Capital Management
New Jersey
$746K +$321K +1,906 +76%
MSCM
2305
McElhenny Sheffield Capital Management
Texas
$745K
VCG
2306
Vantage Consulting Group
Virginia
$744K -$35.6K -211 -5%
SA
2307
Syntax Advisors
New York
$744K -$35.6K -211 -5%
CM
2308
Cercano Management
Washington
$743K
SFG
2309
Sterling Financial Group
California
$742K +$7.25K +43 +1%
CFO
2310
Callan Family Office
Pennsylvania
$741K
PCIG
2311
Partners Capital Investment Group
Massachusetts
$740K +$447K +2,649 +152%
TIM
2312
Tortoise Investment Management
New York
$740K +$2.36K +14 +0.3%
SL
2313
Salomon & Ludwin
Virginia
$740K -$2.19K -13 -0.3%
RCG
2314
Rock Creek Group
District of Columbia
$739K -$311K -1,847 -30%
HA
2315
Harbor Advisors
Florida
$737K
AA
2316
AF Advisors
California
$737K -$1.69K -10 -0.2%
HCM
2317
Hutner Capital Management
Vermont
$737K +$737K +4,368 New
B
2318
Bridgeworth
Alabama
$736K -$12.6K -75 -2%
WWM
2319
Wagner Wealth Management
South Carolina
$736K +$21.4K +127 +3%
AIS
2320
American Investment Services
Massachusetts
$736K -$1.72M -10,229 -70%
SFS
2321
Stiles Financial Services
Minnesota
$734K +$7.42K +44 +1%
FAT
2322
First American Trust
California
$733K +$105K +621 +17%
AI
2323
Accredited Investors
Minnesota
$733K +$29.8K +177 +4%
SNB
2324
Security National Bank
Nebraska
$732K -$376K -2,202 -34%
LC
2325
Lavaca Capital
Texas
$731K -$208K -1,235 -22%