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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 %
SCP
2576
Sivia Capital Partners
California
$592K +$7.26K +46 +1%
AFIA
2577
America First Investment Advisors
Nebraska
$591K
XWM
2578
Xcel Wealth Management
Florida
$591K +$17.7K +112 +3%
HP
2579
Hyperion Partners
Pennsylvania
$590K +$946 +6 +0.2%
RHJA
2580
Rice Hall James & Associates
California
$589K
SCM
2581
SOL Capital Management
Maryland
$589K
TAM
2582
TCP Asset Management
Ohio
$588K +$17.8K +113 +3%
TWP
2583
Tower Wealth Partners
Pennsylvania
$588K +$19.9K +126 +3%
QPW
2584
Quantum Private Wealth
Florida
$587K -$7.41K -47 -1%
DWM
2585
Dechtman Wealth Management
Colorado
$587K +$6.31K +40 +1%
NRC
2586
New Republic Capital
North Carolina
$586K -$75.6K -479 -11%
PCMC
2587
Planning Capital Management Corporation
Pennsylvania
$585K +$47.2K +299 +9%
CHA
2588
Carmichael Hill & Associates
Maryland
$585K -$104K -659 -15%
MSF
2589
Mustard Seed Financial
Arkansas
$585K +$15.8K +100 +3%
SDWIA
2590
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$585K +$370K +2,348 +173%
GF
2591
Gries Financial
Ohio
$582K +$78.7K +499 +16%
BWP
2592
BSW Wealth Partners
Colorado
$582K +$10.4K +66 +2%
KA
2593
Klingman & Associates
New York
$580K -$5.21K -33 -0.9%
COCM
2594
Charter Oak Capital Management
New Hampshire
$580K -$19.7K -125 -3%
RA
2595
Riversedge Advisors
Delaware
$580K +$20.3K +129 +4%
AWP
2596
Abacus Wealth Partners
California
$579K +$131K +833 +29%
HC
2597
Hara Capital
Washington
$578K +$64.8K +411 +13%
AIP
2598
Almanack Investment Partners
Pennsylvania
$577K +$37.5K +238 +7%
PCM
2599
Peirce Capital Management
Texas
$576K
FAG
2600
Financial Advisory Group
Texas
$576K