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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 %
KOCAA
2501
Knights of Columbus Asset Advisors
Connecticut
$628K +$628K +4,012 New
BCFD
2502
Boit C.F. David
$626K
LWM
2503
Laidlaw Wealth Management
New York
$625K -$12.4K -79 -2%
HGA
2504
Hobbs Group Advisors
South Carolina
$625K +$625K +3,994 New
KA
2505
Klingman & Associates
New York
$625K +$49K +313 +9%
DPIM
2506
Duff & Phelps Investment Management
Illinois
$623K -$2.54M -16,226 -80%
MWM
2507
MGB Wealth Management
Texas
$621K -$78.6K -505 -11%
JWM
2508
Janiczek Wealth Management
Colorado
$621K -$43.5K -278 -7%
SRSA
2509
S.R. Schill & Associates
Washington
$621K -$700K -4,473 -53%
CIA
2510
Cladis Investment Advisory
Montana
$620K -$10.3K -66 -2%
BAM
2511
Brave Asset Management
New Jersey
$620K -$32.5K -208 -5%
APIM
2512
Agate Pass Investment Management
Washington
$620K +$4.38K +28 +0.7%
HAG
2513
HF Advisory Group
Maryland
$620K +$83.4K +533 +16%
QC
2514
Quent Capital
New York
$619K -$83.5K -534 -12%
TAM
2515
Trillium Asset Management
Massachusetts
$618K
BWP
2516
Bernardo Wealth Planning
Pennsylvania
$618K +$5.94K +38 +1%
RMSCM
2517
R.M. Sincerbeaux Capital Management
New York
$618K -$78.2K -500 -11%
UWS
2518
Unique Wealth Strategies
Illinois
$617K
VH
2519
Visionary Horizons
Tennessee
$614K
GC
2520
Guidance Capital
Kentucky
$613K -$20.9K -130 -3%
FDS
2521
First Dallas Securities
Texas
$613K +$1.72K +11 +0.3%
XWM
2522
Xcel Wealth Management
Florida
$613K +$26.6K +170 +5%
SAM
2523
Summit Asset Management
Tennessee
$611K -$21.1K -135 -3%
CC
2524
Cornerstone Capital
California
$609K
MPIA
2525
Mountain Pacific Investment Advisers
Idaho
$608K -$110K -705 -15%