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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 %
RWP
2451
Revolve Wealth Partners
New Jersey
$629K +$50.4K +299 +9%
RRA
2452
Round Rock Advisors
Connecticut
$629K -$5.4K -32 -0.9%
CA
2453
Crumly & Associates
Illinois
$628K -$26.8K -159 -4%
WAG
2454
Windsor Advisory Group
Ohio
$627K +$121K +720 +24%
HP
2455
Hyperion Partners
Pennsylvania
$627K +$35.2K +209 +6%
QOP
2456
Quinn Opportunity Partners
Virginia
$626K +$626K +3,710 New
SLT
2457
St Louis Trust
Missouri
$625K
EIP
2458
Ellis Investment Partners
Pennsylvania
$625K -$127K -754 -17%
KA
2459
Klingman & Associates
New York
$624K +$36.9K +219 +6%
TAM
2460
Trillium Asset Management
Massachusetts
$623K +$18.6K +110 +3%
AAP
2461
Arax Advisory Partners
Colorado
$621K -$25.6K -152 -4%
ACA
2462
Affinity Capital Advisors
California
$621K -$5.73K -34 -0.9%
RFP
2463
Root Financial Partners
California
$620K +$337 +2 +0.1%
SWA
2464
Sax Wealth Advisors
New Jersey
$620K +$142K +845 +30%
FAG
2465
Financial Advisory Group
Texas
$619K -$675 -4 -0.1%
CS
2466
Capital Square
Tennessee
$618K -$14.4K -85 -2%
HWM
2467
Heirloom Wealth Management
Colorado
$617K -$12.8K -76 -2%
LSIA
2468
LaSalle St. Investment Advisors
Illinois
$616K +$338K +2,002 +121%
FNC
2469
First National Corp
Massachusetts
$615K -$45.9K -272 -7%
HWM
2470
Hohimer Wealth Management
Washington
$615K
DWM
2471
Dechtman Wealth Management
Colorado
$614K -$80.6K -478 -12%
SCM
2472
SOL Capital Management
Maryland
$613K
FGAM
2473
Financial Gravity Asset Management
Texas
$613K +$417K +455 +213%
BAM
2474
Brave Asset Management
New Jersey
$612K -$16.9K -100 -3%
CRIG
2475
Charter Research & Investment Group
Connecticut
$612K