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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 %
PBT
2426
Pictet Bank & Trust
Bahamas
$651K
SIC
2427
Sterling Investment Counsel
New York
$651K -$6.41K -38 -1%
MCA
2428
Maryland Capital Advisors
Maryland
$650K
BWP
2429
Bernardo Wealth Planning
Pennsylvania
$650K +$7.76K +46 +1%
JWM
2430
Janiczek Wealth Management
Colorado
$650K +$91.6K +543 +16%
VDBMI
2431
Van Den Berg Management I
Texas
$647K +$398K +2,359 +159%
CIA
2432
Cladis Investment Advisory
Montana
$647K -$50.6K -300 -7%
RSS
2433
Rosenblum Silverman Sutton
California
$646K
GAAM
2434
Guinness Atkinson Asset Management
California
$644K -$27.5K -163 -4%
WF
2435
Whelan Financial
California
$643K +$346K +2,052 +117%
SFI
2436
SPC Financial Inc
Maryland
$641K +$30K +178 +5%
SI
2437
SCP Investment
California
$641K +$641K +3,800 New
AWM
2438
Ameliora Wealth Management
Switzerland
$640K +$31.7K +188 +5%
MGIA
2439
Matthew Goff Investment Advisor
Texas
$640K +$169 +1 +0%
BPFA
2440
Barnes Pettey Financial Advisors
Mississippi
$639K -$6.75K -40 -1%
BCMLT
2441
Beacon Capital Management LLC (Tennessee)
Tennessee
$638K
ADBIC
2442
A.D. Beadell Investment Counsel
Wisconsin
$637K +$67.4K +400 +12%
BWA
2443
Bordeaux Wealth Advisors
California
$637K +$24.5K +145 +4%
KAS
2444
KPP Advisory Services
Kentucky
$632K +$632K +3,750 New
AFIA
2445
America First Investment Advisors
Nebraska
$632K
DMBA
2446
Deseret Mutual Benefit Administrators
Utah
$631K -$87.9K -521 -12%
VLC
2447
Van Leeuwen & Company
New Jersey
$630K +$8.77K +52 +1%
EWM
2448
Elite Wealth Management
Washington
$630K -$17.7K -105 -3%
GG
2449
Golden Green
South Carolina
$630K -$10.3K -61 -2%
RHJA
2450
Rice Hall James & Associates
California
$630K