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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 %
IWA
2451
Intercontinental Wealth Advisors
Texas
$597K +$16.3K +91 +3%
WAG
2452
Windsor Advisory Group
Ohio
$597K +$597K +3,324 New
HSG
2453
Helen Stephens Group
Texas
$597K -$22.8K -127 -4%
GAM
2454
GEM Asset Management
Michigan
$595K +$595K +3,312 New
WI
2455
WrapManager Inc
California
$594K -$335K -1,866 -36%
PA
2456
Probity Advisors
Texas
$594K -$12.7K -71 -2%
CWM
2457
Connecticut Wealth Management
Connecticut
$590K -$106K -590 -15%
HHGA
2458
Halbert Hargrove Global Advisors
California
$588K +$29.1K +162 +5%
FAG
2459
Financial Advisory Group
Texas
$587K -$334K -1,862 -36%
MWM
2460
MinichMacGregor Wealth Management
New York
$587K +$6.28K +35 +1%
SQA
2461
Simon Quick Advisors
New Jersey
$587K +$315K +1,754 +116%
BPFA
2462
Barnes Pettey Financial Advisors
Mississippi
$586K -$24.9K -139 -4%
RWP
2463
Revolve Wealth Partners
New Jersey
$585K -$188K -1,049 -24%
AC
2464
Addison Capital
Pennsylvania
$585K -$15.6K -87 -3%
HA
2465
HC Advisors
Georgia
$584K -$41.1K -229 -7%
AIA
2466
Angeles Investment Advisors
California
$584K +$584K +3,252 New
CA
2467
Crumly & Associates
Illinois
$584K -$11.3K -63 -2%
FC
2468
Fusion Capital
South Carolina
$583K -$1.62K -9 -0.3%
KBG
2469
Kahn Brothers Group
New York
$583K
WMG
2470
WESCAP Management Group
California
$581K +$5.56K +31 +1%
CWC
2471
Carolinas Wealth Consulting
North Carolina
$581K +$8.39K +290 +1%
RK
2472
Rather & Kittrell
Tennessee
$580K -$69.8K -389 -11%
XT
2473
XTX Topco
Cayman Islands
$580K +$580K +3,229 New
FC
2474
Financial Consulate
Maryland
$575K
PWM
2475
Paulson Wealth Management
Illinois
$573K +$718 +4 +0.1%