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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 %
EA
2651
Eclectic Associates
California
$543K -$127K -803 -19%
WWM
2652
Wagner Wealth Management
South Carolina
$541K +$2.52K +16 +0.5%
HAG
2653
HF Advisory Group
Maryland
$541K +$87.4K +554 +19%
S
2654
Sunpointe
Missouri
$540K +$49.7K +315 +10%
EWM
2655
Elmwood Wealth Management
California
$537K +$40.4K +256 +8%
SAW
2656
Signal Advisors Wealth
Michigan
$536K +$219K +1,390 +69%
B
2657
Birchbrook
Maine
$535K +$1.58K +10 +0.3%
RFA
2658
ROI Financial Advisors
Oregon
$535K -$94.3K -598 -15%
VPP
2659
Vertex Planning Partners
Illinois
$534K -$40.9K -259 -7%
RPA
2660
Rock Point Advisors
Vermont
$534K -$8.05K -51 -1%
RB
2661
Renasant Bank
Mississippi
$532K +$3.63K +23 +0.7%
HFS
2662
Heritage Financial Services
Massachusetts
$532K +$19.6K +124 +4%
BGAI
2663
Bruce G. Allen Investments
Colorado
$531K +$37.5K +238 +8%
OWA
2664
One Wealth Advisors
California
$530K +$14.7K +93 +3%
RDFA
2665
Ritter Daniher Financial Advisory
Ohio
$530K -$103K -650 -16%
FFG
2666
Fortem Financial Group
California
$529K +$120K +761 +29%
AGA
2667
Arkos Global Advisors
Texas
$527K +$179K +1,135 +51%
GC
2668
Gibson Capital
Pennsylvania
$524K
WS
2669
Wela Strategies
Georgia
$524K +$13.6K +86 +3%
HFS
2670
Howard Financial Services
Texas
$523K +$158 +1 +0%
EG
2671
Ellerson Group
Maryland
$522K
LCM
2672
Lazari Capital Management
California
$521K +$35.2K +223 +7%
BFG
2673
Berger Financial Group
Minnesota
$521K +$10.6K +67 +2%
HFP
2674
Holistic Financial Partners
Indiana
$521K +$34.2K +217 +7%
SFG
2675
Sovereign Financial Group
Connecticut
$521K +$20K +127 +4%