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Chevron

3,488 hedge funds and large institutions have $212B invested in Chevron in 2024 Q1 according to their latest regulatory filings, with 227 funds opening new positions, 1,661 increasing their positions, 1,271 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,488
Holders Change
+45
Holders Change %
+1.31%
% of All Funds
50.56%
Holding in Top 10
140
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-9.68%
% of All Funds
2.03%
New
227
Increased
1,661
Reduced
1,271
Closed
138
Calls
$4.8B
Puts
$4.02B
Net Calls
+$780M
Net Calls Change
+$1.14B
Name Holding Trade Value Shares
Change
Shares
Change %
FEM
2476
Fulcrum Equity Management
Texas
$673K +$143K +906 +27%
TFIPS
2477
Towarzystwo Funduszy Inwestycyjnych PZU SA
$673K +$53.6K +340 +9%
GJIA
2478
Glass Jacobson Investment Advisors
Maryland
$673K -$13.1K -83 -2%
JFA
2479
JNBA Financial Advisors
Minnesota
$672K -$16.2K -103 -2%
HFRG
2480
Houlihan Financial Resource Group
Virginia
$671K -$114K -721 -14%
UF
2481
Univest Financial
Pennsylvania
$671K +$67.7K +429 +11%
JWM
2482
Janiczek Wealth Management
Colorado
$670K +$20K +127 +3%
SP
2483
Successful Portfolios
Florida
$668K -$104K -662 -14%
IFWM
2484
Institute for Wealth Management
Colorado
$666K -$55.7K -353 -8%
RFP
2485
Root Financial Partners
California
$665K +$70K +444 +12%
NAMNJ
2486
NorthStar Asset Management (New Jersey)
New Jersey
$664K +$49.2K +312 +8%
NRW
2487
Nova R Wealth
Kansas
$664K -$22.9K -145 -3%
LCM
2488
Leisure Capital Management
California
$664K +$8.36K +53 +1%
FI
2489
Fractal Investments
Connecticut
$663K
CWA
2490
Clarity Wealth Advisors
California
$662K +$18.8K +119 +3%
BSG
2491
Black Swift Group
Colorado
$662K -$78.9K -500 -11%
HDIM
2492
Hanson & Doremus Investment Management
Vermont
$661K -$6.47K -41 -1%
CS
2493
Capital Square
Tennessee
$661K +$129K +817 +24%
AFO
2494
Arrowroot Family Office
California
$661K +$158 +1 +0%
BAM
2495
Brave Asset Management
New Jersey
$658K +$85.2K +540 +15%
NERM
2496
New England Research & Management
Illinois
$658K -$12.8K -81 -2%
PAS
2497
Professional Advisory Services
Florida
$658K +$11.4K +72 +2%
EB
2498
Emprise Bank
Kansas
$656K +$656K +4,160 New
Capstone Investment Advisors
2499
Capstone Investment Advisors
New York
$655K +$527K +3,343 +413%
FW
2500
FirstPurpose Wealth
Utah
$655K +$155K +953 +31%