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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 %
SMG
2351
Smart Money Group
Texas
$686K -$17.2K -96 -2%
GKWIM
2352
Gerber Kawasaki Wealth & Investment Management
California
$684K -$11.7K -65 -2%
BWP
2353
Bernardo Wealth Planning
Pennsylvania
$684K -$4.31K -24 -0.6%
F4L
2354
Fortune 45 LLC
Louisiana
$683K +$2.51K +14 +0.4%
LAIC
2355
Lederer & Associates Investment Counsel
California
$682K +$682K +3,800 New
SGWM
2356
Sterling Group Wealth Management
California
$681K +$681K +3,795 New
RRA
2357
Round Rock Advisors
Connecticut
$679K -$17.9K -100 -3%
MIM
2358
Meixler Investment Management
Arizona
$677K -$48.6K -271 -7%
ACM
2359
Avalon Capital Management
California
$675K +$2.87K +16 +0.4%
ACA
2360
Affinity Capital Advisors
California
$674K -$2.87K -16 -0.4%
TIM
2361
Tortoise Investment Management
New York
$672K -$184K -1,025 -21%
GWM
2362
Greenwich Wealth Management
Connecticut
$672K -$30.7K -171 -4%
AIM
2363
Achmea Investment Management
Netherlands
$672K +$80.2K +477 +14%
ZIG
2364
Zullo Investment Group
Pennsylvania
$671K +$11.3K +63 +2%
RHJA
2365
Rice Hall James & Associates
California
$671K -$53.8K -300 -7%
HFA
2366
High Falls Advisors
New York
$670K +$180K +1,005 +37%
CFA
2367
Capstone Financial Advisors
Illinois
$668K +$27.1K +151 +4%
RDFA
2368
Ritter Daniher Financial Advisory
Ohio
$667K -$8.62K -48 -1%
GFWA
2369
Grey Fox Wealth Advisors
Delaware
$666K +$666K +3,712 New
LAM
2370
Lakewood Asset Management
Illinois
$666K +$666K +3,711 New
SLT
2371
St Louis Trust
Missouri
$666K +$666K +3,709 New
BCAM
2372
Boston Common Asset Management
Massachusetts
$664K -$377K -2,100 -36%
PCMC
2373
Paragon Capital Management (Colorado)
Colorado
$663K +$898 +5 +0.1%
GAA
2374
Global Assets Advisory
Florida
$661K +$32.7K +182 +5%
RWA
2375
Roberts Wealth Advisors
California
$660K +$191K +1,095 +41%