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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 %
HFRG
2551
Houlihan Financial Resource Group
Virginia
$622K +$1.88K +13 +0.3%
BTWM
2552
Baker Tilly Wealth Management
Wisconsin
$621K -$38.7K -267 -6%
WRPWM
2553
Werba Rubin Papier Wealth Management
California
$621K +$21.6K +149 +4%
KPWM
2554
KDK Private Wealth Management
Texas
$621K +$621K +4,288 New
EIP
2555
Ellis Investment Partners
Pennsylvania
$620K -$42.2K -291 -6%
PWA
2556
Prairie Wealth Advisors
Nebraska
$620K -$62.3K -430 -9%
LCG
2557
Lakeshore Capital Group
Illinois
$615K +$615K +4,249 New
HFAS
2558
Hummer Financial Advisory Services
Illinois
$613K -$29K -200 -5%
RCI
2559
RS Crum Inc
California
$613K +$249K +1,721 +69%
JLBC
2560
J.L. Bainbridge & Co
Florida
$612K +$4.35K +30 +0.7%
FAG
2561
Fortitude Advisory Group
Washington
$611K -$37.7K -260 -6%
IGAM
2562
iA Global Asset Management
Quebec, Canada
$610K -$922K -6,361 -60%
FI
2563
Fractal Investments
Connecticut
$608K
WKSWA
2564
White Knight Strategic Wealth Advisors
New Jersey
$608K +$608K +4,200 New
JC
2565
JB Capital
Connecticut
$606K -$38.1K -263 -6%
AFO
2566
Arrowroot Family Office
California
$605K -$1.74K -12 -0.3%
AWM
2567
Aberdeen Wealth Management
Illinois
$605K -$9.41K -65 -2%
HS
2568
Horan Securities
United States
$602K -$21.9K -151 -4%
OF
2569
Outfitter Financial
Maine
$601K
FHC
2570
First Heartland Consultants
Missouri
$599K +$49K +338 +9%
SCM
2571
Saxony Capital Management
Missouri
$599K +$14.6K +101 +3%
FCM
2572
Fire Capital Management
California
$598K +$598K +4,126 New
AFG
2573
Altiora Financial Group
Ohio
$597K -$869 -6 -0.1%
HCA
2574
Horan Capital Advisors
Ohio
$597K -$2.17K -15 -0.4%
RPWA
2575
Regent Peak Wealth Advisors
Georgia
$596K +$24.3K +168 +4%