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Chevron

3,472 hedge funds and large institutions have $214B invested in Chevron in 2024 Q2 according to their latest regulatory filings, with 168 funds opening new positions, 1,569 increasing their positions, 1,363 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,472
Holders Change
-16
Holders Change %
-0.46%
% of All Funds
50.49%
Holding in Top 10
128
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-8.57%
% of All Funds
1.86%
New
168
Increased
1,569
Reduced
1,363
Closed
134
Calls
$3.37B
Puts
$3.16B
Net Calls
+$214M
Net Calls Change
-$566M
Name Holding Trade Value Shares
Change
Shares
Change %
GAAM
2476
Guinness Atkinson Asset Management
California
$644K +$130K +828 +25%
LA
2477
Latitude Advisors
Florida
$642K +$3.44K +22 +0.5%
EFA
2478
Evernest Financial Advisors
Indiana
$642K -$56.5K -361 -8%
EIG
2479
Ellenbecker Investment Group
Wisconsin
$642K -$38K -243 -6%
PCM
2480
Pointe Capital Management
Michigan
$641K -$2.66K -17 -0.4%
PAS
2481
Professional Advisory Services
Florida
$641K -$11.3K -72 -2%
RFN
2482
Redwood Financial Network
Ohio
$641K +$78.7K +503 +14%
BIA
2483
Barry Investment Advisors
Massachusetts
$640K +$2.35K +15 +0.4%
JSL
2484
JT Stratford LLC
Georgia
$640K -$5.79K -37 -0.9%
SDH
2485
Sloy Dahl & Holst
Washington
$639K
SFP
2486
Shepherd Financial Partners
Massachusetts
$638K +$7.82K +50 +1%
CWA
2487
Clarity Wealth Advisors
California
$637K -$18.8K -120 -3%
IGAM
2488
iA Global Asset Management
Quebec, Canada
$637K -$978K -6,251 -61%
AHL
2489
Abel Hall LLC
Louisiana
$636K +$23.8K +152 +4%
LCM
2490
Lazari Capital Management
California
$636K +$119K +761 +23%
VCM
2491
Vision Capital Management
Oregon
$636K
FNC
2492
First National Corp
Massachusetts
$635K
WRPWM
2493
Werba Rubin Papier Wealth Management
California
$634K +$290K +1,855 +84%
CPG
2494
Custom Portfolio Group
Colorado
$632K -$15.4K -100 -2%
RLIM
2495
Red Lighthouse Investment Management
New York
$632K -$469 -3 -0.1%
CWC
2496
Carolinas Wealth Consulting
North Carolina
$631K +$71.8K +459 +13%
FWP
2497
Firethorn Wealth Partners
Georgia
$631K +$43.2K +276 +7%
SL
2498
Salomon & Ludwin
Virginia
$631K -$150K -956 -19%
CA
2499
Cornerstone Advisory
Maryland
$630K -$349K -2,234 -36%
CS
2500
Capital Square
Tennessee
$629K -$28.6K -182 -4%