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Chevron

3,768 hedge funds and large institutions have $219B invested in Chevron in 2025 Q1 according to their latest regulatory filings, with 256 funds opening new positions, 1,660 increasing their positions, 1,507 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,768
Holders Change
+56
Holders Change %
+1.51%
% of All Funds
51.17%
Holding in Top 10
162
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+67.01%
% of All Funds
2.2%
New
256
Increased
1,660
Reduced
1,507
Closed
133
Calls
$5.04B
Puts
$3.67B
Net Calls
+$1.36B
Net Calls Change
+$743M
Name Holding Trade Value Shares
Change
Shares
Change %
KPWM
2576
KDK Private Wealth Management
Texas
$654K -$63.6K -380 -9%
BWM
2577
BigSur Wealth Management
Florida
$652K
BA
2578
Ballew Advisors
Mississippi
$652K -$3.53K -26 -0.5%
PFG
2579
Prosperity Financial Group
California
$652K -$1.67K -10 -0.3%
WF
2580
Wayfinding Financial
Washington
$652K +$56.5K +338 +9%
ACA
2581
Affinity Capital Advisors
California
$651K +$123K +904 +23%
GXJ
2582
Global X Japan
Japan
$651K +$72.3K +432 +12%
SWA
2583
Strata Wealth Advisors
Texas
$648K +$19.7K +118 +3%
PPH
2584
Pure Portfolios Holdings
Oregon
$648K +$124K +740 +24%
WFAG
2585
Wescott Financial Advisory Group
Pennsylvania
$647K +$62.6K +374 +11%
EWA
2586
Encompass Wealth Advisors
Oregon
$646K -$13.4K -80 -2%
LA
2587
Latitude Advisors
Florida
$645K -$22.4K -134 -3%
MCA
2588
Maryland Capital Advisors
Maryland
$645K
IFWM
2589
Institute for Wealth Management
Colorado
$644K -$6.53K -39 -1%
PWM
2590
Purus Wealth Management
California
$641K +$5.35K +32 +0.8%
NCMW
2591
Northern Capital Management (Washington)
Washington
$640K
CCA
2592
Coign Capital Advisors
Utah
$640K -$28.3K -169 -4%
RGC
2593
Roberts, Glore & Co
Illinois
$639K +$8.53K +51 +1%
LWM
2594
Lakeridge Wealth Management
Ohio
$638K -$9.87K -59 -2%
OIM
2595
Oder Investment Management
California
$638K +$18.6K +111 +3%
RLIM
2596
Red Lighthouse Investment Management
New York
$638K +$946 +6 +0.1%
ML
2597
McAdam LLC
Pennsylvania
$636K -$1.17K -7 -0.2%
AFT
2598
Alpha Family Trust
California
$636K +$404K +2,415 +174%
BWP
2599
Bernardo Wealth Planning
Pennsylvania
$634K -$5.68K -34 -0.9%
ONSWM
2600
Old North State Wealth Management
North Carolina
$634K +$43.6K +260 +7%