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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 %
HCA
2401
Horan Capital Advisors
Ohio
$672K +$10.6K +63 +2%
RI
2402
RWWM Inc
California
$672K +$15K +89 +2%
PWMG
2403
Provence Wealth Management Group
California
$672K +$76.2K +452 +13%
SAM
2404
Summit Asset Management
Tennessee
$670K
BWM
2405
Baystate Wealth Management
Massachusetts
$669K +$20.4K +121 +3%
COCM
2406
Charter Oak Capital Management
New Hampshire
$668K -$45.5K -270 -6%
SSWM
2407
Strait & Sound Wealth Management
California
$667K +$667K +3,955 New
BWM
2408
Birchcreek Wealth Management
Ohio
$667K -$11.5K -68 -2%
BCFD
2409
Boit C.F. David
$666K
DWM
2410
Dorchester Wealth Management
Quebec, Canada
$666K
WMG
2411
WESCAP Management Group
California
$664K +$264K +1,563 +66%
CFA
2412
Capstone Financial Advisors
Illinois
$663K +$36.8K +218 +6%
HFRG
2413
Houlihan Financial Resource Group
Virginia
$661K +$661K +4,246 New
SFG
2414
Sovereign Financial Group
Connecticut
$659K -$103K -613 -14%
GWS
2415
Glassman Wealth Services
Virginia
$658K +$27.3K +162 +4%
KC
2416
Kades & Cheifetz
Pennsylvania
$656K +$7.93K +47 +1%
GWM
2417
Greenwich Wealth Management
Connecticut
$656K +$24.8K +147 +4%
RGC
2418
Roberts, Glore & Co
Illinois
$656K -$2.53K -15 -0.4%
PFG
2419
Prosperity Financial Group
California
$653K -$53.6K -318 -8%
D
2420
Diversified
Delaware
$653K +$75.9K +450 +13%
WCM
2421
Washburn Capital Management
Florida
$652K -$5.23K -31 -0.8%
LAM
2422
Lakewood Asset Management
Illinois
$652K +$25.3K +150 +4%
NJBEST
2423
New Jersey Better Educational Savings Trust
New Jersey
$651K
FHC
2424
First Heartland Consultants
Missouri
$651K +$3.71K +22 +0.6%
XWM
2425
Xcel Wealth Management
Florida
$651K -$124K -737 -16%