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Chevron

3,449 hedge funds and large institutions have $195B invested in Chevron in 2024 Q3 according to their latest regulatory filings, with 176 funds opening new positions, 1,447 increasing their positions, 1,465 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,449
Holders Change
-23
Holders Change %
-0.66%
% of All Funds
49.88%
Holding in Top 10
99
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-22.66%
% of All Funds
1.43%
New
176
Increased
1,447
Reduced
1,465
Closed
163
Calls
$3.1B
Puts
$3.27B
Net Calls
-$163M
Net Calls Change
-$376M
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
2501
Heritage Financial Services
Massachusetts
$588K +$103K +700 +21%
MWM
2502
MGB Wealth Management
Texas
$588K
SCI
2503
Silver Coast Investments
United States
$587K -$24.3K -165 -4%
KFA
2504
Kapstone Financial Advisors
Ohio
$587K -$31.9K -219 -5%
FHWM
2505
Fox Hill Wealth Management
Massachusetts
$587K -$29K -197 -5%
OFS
2506
OneAscent Financial Services
Alabama
$585K +$585K +3,971 New
CIA
2507
Cladis Investment Advisory
Montana
$584K
CA
2508
Cornerstone Advisory
Maryland
$583K -$10.9K -74 -2%
PWM
2509
Purus Wealth Management
California
$582K +$22.4K +152 +4%
RMSCM
2510
R.M. Sincerbeaux Capital Management
New York
$582K
RPWA
2511
Regent Peak Wealth Advisors
Georgia
$582K -$75.3K -511 -11%
TAM
2512
Trillium Asset Management
Massachusetts
$581K
BWA
2513
Blodgett Wealth Advisors
California
$581K +$66.4K +451 +13%
BAM
2514
Brave Asset Management
New Jersey
$580K -$3.68K -25 -0.6%
BWP
2515
Bernardo Wealth Planning
Pennsylvania
$580K -$17.4K -115 -3%
FA
2516
FDx Advisors
Illinois
$580K +$19K +129 +3%
STA
2517
Smith Thornton Advisors
Alabama
$580K +$12.5K +85 +2%
VH
2518
Visionary Horizons
Tennessee
$578K
NPPM
2519
North Point Portfolio Managers
Ohio
$578K +$359K +2,440 +164%
GAAM
2520
Guinness Atkinson Asset Management
California
$576K -$29.9K -203 -5%
APIM
2521
Agate Pass Investment Management
Washington
$574K -$9.28K -63 -2%
RIG
2522
Renaissance Investment Group
Massachusetts
$571K +$14.4K +98 +3%
SL
2523
Summitry LLC
California
$570K +$109K +740 +24%
FEM
2524
Fulcrum Equity Management
Texas
$570K -$192K -1,305 -25%
SAM
2525
Summit Asset Management
Tennessee
$569K -$6.04K -41 -1%