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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 %
FHWM
2501
Fox Hill Wealth Management
Massachusetts
$654K -$72.9K -462 -10%
FA
2502
Faithward Advisors
Pennsylvania
$654K +$384K +2,432 +142%
CPG
2503
Custom Portfolio Group
Colorado
$653K
HCA
2504
Horan Capital Advisors
Ohio
$652K -$23.7K -150 -3%
SA
2505
Shilanski & Associates
Alaska
$652K -$22.1K -140 -3%
JSL
2506
JT Stratford LLC
Georgia
$652K -$27K -171 -4%
AFG
2507
Altiora Financial Group
Ohio
$651K -$15.8K -100 -2%
GDP
2508
Great Diamond Partners
Maine
$651K -$5.68K -36 -0.9%
KFG
2509
Kingdom Financial Group
Arizona
$651K -$248K -1,571 -28%
C
2510
CEDRUS
Colorado
$651K -$10.3K -65 -2%
PCM
2511
Pointe Capital Management
Michigan
$649K
MWM
2512
Mosley Wealth Management
California
$649K -$16.1K -102 -2%
RFN
2513
RDA Financial Network
Iowa
$648K +$6.63K +42 +1%
HIIFS
2514
Harel Insurance Investments & Financial Services
Israel
$648K -$1.06M -6,727 -62%
VCM
2515
Versant Capital Management
Arizona
$647K -$31.4K -199 -5%
JSC
2516
Jackson Square Capital
California
$646K -$385K -2,442 -37%
CAM
2517
Cubic Asset Management
Massachusetts
$645K +$5.84K +37 +0.9%
SDH
2518
Sloy Dahl & Holst
Washington
$645K +$21.3K +135 +3%
LA
2519
Latitude Advisors
Florida
$644K -$77.5K -491 -11%
MCCA
2520
Mill Creek Capital Advisors
Pennsylvania
$644K -$36.4K -231 -5%
BIA
2521
Barry Investment Advisors
Massachusetts
$644K -$52.9K -335 -8%
DWM
2522
Dorchester Wealth Management
Quebec, Canada
$643K +$19.7K +125 +3%
LWM
2523
Laidlaw Wealth Management
New York
$642K -$787K -4,992 -55%
IA
2524
Inspire Advisors
Idaho
$642K -$247K -1,569 -28%
VCM
2525
Vision Capital Management
Oregon
$641K +$63.1K +400 +11%