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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 %
EWP
2601
Elevation Wealth Partners
California
$577K -$23.5K -162 -4%
SCP
2602
Sivia Capital Partners
California
$577K +$48.7K +336 +9%
GEA
2603
Glen Eagle Advisors
New Jersey
$576K -$14.1K -97 -2%
BIA
2604
Barry Investment Advisors
Massachusetts
$574K -$45.3K -313 -7%
NAMNJ
2605
NorthStar Asset Management (New Jersey)
New Jersey
$574K +$17.8K +123 +3%
MA
2606
MJP Associates
Connecticut
$572K +$102K +704 +22%
RTC
2607
Real Talk Capital
Tennessee
$572K +$572K +3,952 New
CWA
2608
Centennial Wealth Advisory
Michigan
$572K -$218K -1,505 -28%
TAM
2609
Trillium Asset Management
Massachusetts
$572K
ALA
2610
Atlas Legacy Advisors
California
$571K +$571K +3,944 New
EWA
2611
Encompass Wealth Advisors
Oregon
$571K -$327K -2,261 -36%
BAM
2612
Brave Asset Management
New Jersey
$571K
LWM
2613
Laidlaw Wealth Management
New York
$570K +$41.9K +289 +8%
UWPG
2614
Ullmann Wealth Partners Group
Florida
$568K +$13K +90 +2%
FWP
2615
Firethorn Wealth Partners
Georgia
$568K -$28.5K -197 -5%
PFG
2616
Prosperity Financial Group
California
$566K +$32.9K +227 +6%
GAAM
2617
Guinness Atkinson Asset Management
California
$565K -$1.3K -9 -0.2%
TWP
2618
Triad Wealth Partners
Kansas
$565K +$565K +3,902 New
BWM
2619
BigSur Wealth Management
Florida
$565K -$768K -5,300 -58%
JWS
2620
Juncture Wealth Strategies
Arizona
$564K +$202K +1,392 +56%
IFWM
2621
Institute for Wealth Management
Colorado
$563K -$95K -656 -14%
LWM
2622
Lakeridge Wealth Management
Ohio
$561K -$60.7K -419 -10%
SAM
2623
Summit Asset Management
Tennessee
$560K
PSF
2624
Pacific Sun Financial
California
$560K
KSB
2625
Kennebec Savings Bank
Maine
$560K -$21.3K -137 -4%