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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 %
GF
2376
Gries Financial
Ohio
$690K +$189K +1,121 +38%
BIA
2377
Beacon Investment Advisors
Maryland
$689K +$506 +3 +0.1%
TI
2378
Truepoint Inc
Ohio
$688K +$374K +2,221 +119%
CWA
2379
Clarity Wealth Advisors
California
$687K +$169 +1 +0%
RDFA
2380
Ritter Daniher Financial Advisory
Ohio
$687K +$1.01K +6 +0.1%
CFSG
2381
Clark Financial Services Group
Missouri
$687K -$21.2K -126 -3%
EAM
2382
Empirical Asset Management
Massachusetts
$686K +$461K +2,735 +205%
AW
2383
Avion Wealth
Texas
$686K -$154K -912 -18%
TF
2384
Trek Financial
Arizona
$684K +$146K +867 +27%
KIA
2385
KLR Investment Advisors
Rhode Island
$682K -$43.7K -268 -6%
JFA
2386
JNBA Financial Advisors
Minnesota
$681K +$19.9K +118 +3%
OMC
2387
Overbrook Management Corp
New York
$679K -$38.1K -226 -5%
GC
2388
Guidance Capital
Kentucky
$679K -$8.01K -48 -1%
CCG
2389
Coastwise Capital Group
California
$679K +$86.3K +512 +15%
MAWA
2390
Moss Adams Wealth Advisors
Washington
$679K -$58K -344 -8%
EWM
2391
Evermay Wealth Management
Virginia
$678K +$71.2K +422 +12%
RLIM
2392
Red Lighthouse Investment Management
New York
$676K +$12.6K +75 +2%
CWM
2393
Castle Wealth Management
Florida
$676K +$58K +344 +9%
ZIG
2394
Zullo Investment Group
Pennsylvania
$675K +$46.9K +278 +7%
KFA
2395
Kapstone Financial Advisors
Ohio
$675K +$31.2K +185 +5%
NCMW
2396
Northern Capital Management (Washington)
Washington
$675K -$36.1K -214 -5%
VCS
2397
Vaughan & Co Securities
New Jersey
$674K -$3.88K -23 -0.6%
KC
2398
Kenfarb & Co
Kentucky
$674K
PCM
2399
Perritt Capital Management
Illinois
$674K -$843 -5 -0.1%
WPA
2400
Winning Points Advisors
Florida
$673K -$124K -726 -16%