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Chevron

3,472 hedge funds and large institutions have $214B invested in Chevron in 2024 Q2 according to their latest regulatory filings, with 168 funds opening new positions, 1,569 increasing their positions, 1,363 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,472
Holders Change
-16
Holders Change %
-0.46%
% of All Funds
50.49%
Holding in Top 10
128
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-8.57%
% of All Funds
1.86%
New
168
Increased
1,569
Reduced
1,363
Closed
134
Calls
$3.37B
Puts
$3.16B
Net Calls
+$214M
Net Calls Change
-$566M
Name Holding Trade Value Shares
Change
Shares
Change %
C1AG
2601
Client 1st Advisory Group
Florida
$561K +$259K +1,657 +86%
BPWM
2602
Black Point Wealth Management
Florida
$560K +$560K +3,580 New
AW
2603
Avion Wealth
Texas
$560K +$12.5K +80 +2%
AFA
2604
AA Financial Advisors
Ohio
$559K -$33.6K -215 -6%
OW
2605
Olistico Wealth
Oklahoma
$556K
LIG
2606
Lokken Investment Group
Delaware
$555K +$7.04K +45 +1%
TWP
2607
Tempus Wealth Planning
California
$554K +$74.6K +477 +16%
WWM
2608
Wagner Wealth Management
South Carolina
$553K +$16.4K +105 +3%
AWA
2609
Amplius Wealth Advisors
Pennsylvania
$552K -$137K -873 -20%
WWP
2610
Waypoint Wealth Partners
California
$551K +$551K +3,525 New
WBCM
2611
Wilson & Boucher Capital Management
California
$551K -$16.4K -105 -3%
CWM
2612
Chemistry Wealth Management
New York
$551K -$2.03K -13 -0.4%
SA
2613
Strategic Advocates
Utah
$550K -$394K -2,517 -42%
PCMC
2614
Planning Capital Management Corporation
Pennsylvania
$550K -$30.5K -195 -5%
VCWA
2615
Vanguard Capital Wealth Advisors
Colorado
$549K -$8.76K -56 -2%
WPW
2616
Warther Private Wealth
Ohio
$548K +$109K +700 +25%
LODC
2617
Lanham O'Dell & Company
West Virginia
$548K +$2.66K +17 +0.5%
MW
2618
Maia Wealth
Colorado
$548K +$548K +3,470 New
DMC
2619
Drexel Morgan & Co
Pennsylvania
$547K +$148K +945 +37%
HFA
2620
Harbert Fund Advisors
Alabama
$547K +$547K +3,500 New
BWA
2621
Blodgett Wealth Advisors
California
$546K -$7.82K -50 -1%
PSF
2622
Pacific Sun Financial
California
$545K
QFA
2623
Quantum Financial Advisors
California
$544K +$3.13K +20 +0.6%
CJ
2624
Caitlin John
Michigan
$543K -$609K -3,895 -53%
EWP
2625
Elevation Wealth Partners
California
$543K -$16K -102 -3%