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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 %
MCM
2526
Mattern Capital Management
Colorado
$639K +$363K +2,301 +132%
BCFD
2527
Boit C.F. David
$639K
RLIM
2528
Red Lighthouse Investment Management
New York
$638K +$1.74K +11 +0.3%
SAM
2529
Summit Asset Management
Tennessee
$637K +$12.1K +77 +2%
CIA
2530
Cladis Investment Advisory
Montana
$636K +$38K +241 +6%
GAM
2531
Gemmer Asset Management
California
$636K -$156K -990 -20%
SFP
2532
Shepherd Financial Partners
Massachusetts
$635K +$186K +1,178 +41%
SCM
2533
Saxony Capital Management
Missouri
$635K +$4.73K +30 +0.8%
SCI
2534
Silver Coast Investments
United States
$634K -$3.94K -25 -0.6%
OMC
2535
Overbrook Management Corp
New York
$632K -$161K -1,020 -20%
ACM
2536
Arosa Capital Management
Florida
$631K +$631K +4,000 New
DC
2537
Defender Capital
North Carolina
$631K +$631K +4,000 New
SSWM
2538
Strait & Sound Wealth Management
California
$630K +$16K +99 +3%
JBA
2539
Johnson Bixby & Associates
Washington
$630K +$266K +1,685 +73%
PGF
2540
Plan Group Financial
Oklahoma
$630K +$199K +1,261 +46%
CFSG
2541
Clark Financial Services Group
Missouri
$629K -$12K -76 -2%
HAS
2542
HBW Advisory Services
California
$629K
WAG
2543
Winthrop Advisory Group
Massachusetts
$629K -$70.4K -446 -10%
SFSG
2544
Sound Financial Strategies Group
Mississippi
$627K -$27.3K -173 -4%
FFA
2545
Florida Financial Advisors
Florida
$625K +$85.7K +543 +16%
VH
2546
Visionary Horizons
Tennessee
$624K +$7.95K +50 +1%
TAM
2547
Trillium Asset Management
Massachusetts
$623K -$79.5K -504 -11%
AGA
2548
Accuvest Global Advisors
Utah
$623K +$150K +953 +32%
GC
2549
Guidance Capital
Kentucky
$623K -$32.6K -207 -5%
APIM
2550
Agate Pass Investment Management
Washington
$621K