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Chevron

3,712 hedge funds and large institutions have $197B invested in Chevron in 2024 Q4 according to their latest regulatory filings, with 448 funds opening new positions, 1,471 increasing their positions, 1,467 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,712
Holders Change
+263
Holders Change %
+7.63%
% of All Funds
49.41%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
1.29%
New
448
Increased
1,471
Reduced
1,467
Closed
119
Calls
$4B
Puts
$3.38B
Net Calls
+$620M
Net Calls Change
+$782M
Name Holding Trade Value Shares
Change
Shares
Change %
PMG
2501
ProVise Management Group
Florida
$648K -$397K -2,739 -38%
AWM
2502
Act Wealth Management
Texas
$647K -$4.93K -34 -0.8%
GRQ
2503
Gardner Russo & Quinn
Pennsylvania
$647K +$2.32K +16 +0.4%
OFG
2504
Oxford Financial Group
Indiana
$646K +$1.88K +13 +0.3%
4WM
2505
49 Wealth Management
Texas
$646K +$58.4K +403 +10%
KA
2506
Klingman & Associates
New York
$645K -$239K -1,648 -27%
GCA
2507
Genesee Capital Advisors
New York
$645K -$7.82K -54 -1%
LWM
2508
LJI Wealth Management
Indiana
$645K +$22.5K +155 +4%
RA
2509
Ruggaard & Associates
Ohio
$644K +$30.1K +208 +5%
PP
2510
Pingora Partners
Wyoming
$644K -$14.5K -100 -2%
FA
2511
Faithward Advisors
Pennsylvania
$644K +$18.7K +129 +3%
DMBA
2512
Deseret Mutual Benefit Administrators
Utah
$643K +$34.5K +238 +6%
SPI
2513
Sutton Place Investors
New York
$642K +$15.4K +106 +2%
EWM
2514
Evermay Wealth Management
Virginia
$641K -$11.2K -77 -2%
WP
2515
WealthShield Partners
North Carolina
$641K -$52.7K -364 -8%
MCC
2516
Malaga Cove Capital
California
$640K +$14.5K +100 +2%
HCMG
2517
Howard Capital Management Group
California
$640K -$11K -76 -2%
RIM
2518
RW Investment Management
Idaho
$640K -$220K -1,518 -26%
ANB
2519
Amarillo National Bank
Texas
$640K -$7.97K -55 -1%
T
2520
Tableaux
Massachusetts
$639K +$639K +4,414 New
HFS
2521
Howard Financial Services
Texas
$639K +$148K +1,022 +30%
SFP
2522
Shepherd Financial Partners
Massachusetts
$638K +$10.3K +71 +2%
CBA
2523
Coastal Bridge Advisors
Connecticut
$638K
MSCM
2524
McElhenny Sheffield Capital Management
Texas
$635K -$3.77K -26 -0.6%
BDF
2525
Black Diamond Financial
Maryland
$634K +$355K +2,452 +127%