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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 %
HP
2551
Hilltop Partners
Indiana
$620K +$137K +867 +28%
AHL
2552
Abel Hall LLC
Louisiana
$618K +$183K +1,163 +42%
BWP
2553
Bernardo Wealth Planning
Pennsylvania
$617K -$14.8K -94 -2%
UWS
2554
Unique Wealth Strategies
Illinois
$617K +$230K +1,461 +60%
SIC
2555
Sterling Investment Counsel
New York
$617K +$39.1K +248 +7%
FDS
2556
First Dallas Securities
Texas
$616K -$29.8K -189 -5%
VLC
2557
Van Leeuwen & Company
New Jersey
$615K +$15.3K +97 +3%
CC
2558
Cornerstone Capital
California
$614K -$61.5K -390 -9%
NCMW
2559
Northern Capital Management (Washington)
Washington
$613K -$18K -114 -3%
PFG
2560
Prosperity Financial Group
California
$613K -$12.1K -77 -2%
NJBEST
2561
New Jersey Better Educational Savings Trust
New Jersey
$609K
MCA
2562
Maryland Capital Advisors
Maryland
$608K
HSG
2563
Helen Stephens Group
Texas
$606K -$3K -19 -0.5%
MGIA
2564
Matthew Goff Investment Advisor
Texas
$606K +$7.89K +50 +1%
FNC
2565
First National Corp
Massachusetts
$606K
KC
2566
Kades & Cheifetz
Pennsylvania
$604K +$18.6K +118 +3%
CMI
2567
Clare Market Investments
Texas
$603K +$246K +1,557 +69%
VW
2568
Vance Wealth
California
$603K +$10.7K +68 +2%
RGC
2569
Roberts, Glore & Co
Illinois
$601K
ACA
2570
Affinity Capital Advisors
California
$600K +$6.47K +41 +1%
AFA
2571
AA Financial Advisors
Ohio
$598K +$598K +3,791 New
MA
2572
MJP Associates
Connecticut
$596K +$124K +789 +26%
PWM
2573
Purus Wealth Management
California
$594K +$33.4K +212 +6%
CWA
2574
Consilium Wealth Advisory
Texas
$593K +$34.9K +221 +6%
FWP
2575
Firethorn Wealth Partners
Georgia
$593K +$174K +1,105 +42%