CVX icon

Chevron

3,638 hedge funds and large institutions have $188B invested in Chevron in 2025 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 1,581 increasing their positions, 1,559 reducing their positions, and 225 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,638
Holders Change
-130
Holders Change %
-3.45%
% of All Funds
48.75%
Holding in Top 10
69
Holding in Top 10 Change
-93
Holding in Top 10 Change %
-57.41%
% of All Funds
0.92%
New
158
Increased
1,581
Reduced
1,559
Closed
225
Calls
$3.65B
Puts
$3.88B
Net Calls
-$223M
Net Calls Change
-$1.59B
Name Holding Trade Value Shares
Change
Shares
Change %
IWP
2551
Invenio Wealth Partners
Florida
$581K +$379K +2,649 +188%
LA
2552
Latitude Advisors
Florida
$580K +$27.5K +192 +5%
FCM
2553
Fire Capital Management
California
$579K
AWM
2554
Aberdeen Wealth Management
Illinois
$579K
IFWM
2555
Institute for Wealth Management
Colorado
$578K +$26.9K +188 +5%
RTC
2556
Real Talk Capital
Tennessee
$578K -$5.58K -39 -1%
AAG
2557
Armstrong Advisory Group
Massachusetts
$578K -$159K -1,112 -22%
RLIM
2558
Red Lighthouse Investment Management
New York
$578K -$859 -6 -0.1%
EWP
2559
Elevation Wealth Partners
California
$576K +$4.87K +34 +0.9%
NWM
2560
Northcape Wealth Management
New York
$576K +$68.6K +479 +14%
BIA
2561
Barry Investment Advisors
Massachusetts
$576K +$4.44K +31 +0.8%
PAM
2562
PCG Asset Management
New Jersey
$575K -$4.01K -28 -0.7%
ONSWM
2563
Old North State Wealth Management
North Carolina
$575K +$32.4K +226 +6%
PP
2564
Pingora Partners
Wyoming
$573K
BCFD
2565
Boit C.F. David
$573K
OIA
2566
Optimum Investment Advisors
Illinois
$572K -$37.2K -260 -6%
BFG
2567
Berger Financial Group
Minnesota
$570K -$62.9K -439 -10%
FA
2568
Fountainhead AM
New Jersey
$570K -$14.5K -101 -2%
GSWA
2569
Good Steward Wealth Advisors
Tennessee
$567K -$265K -1,848 -32%
CCA
2570
Cadent Capital Advisors
Oklahoma
$567K +$2.29K +16 +0.4%
TAM
2571
Trillium Asset Management
Massachusetts
$565K
ARMT
2572
Amica Retiree Medical Trust
Rhode Island
$565K
AW
2573
Avion Wealth
Texas
$564K -$20.6K -144 -4%
CCA
2574
Coign Capital Advisors
Utah
$561K +$13.9K +97 +3%
KTM
2575
Keeler Thomas Management
Utah
$561K -$2.33M -16,285 -81%