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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 %
CFS
2651
Commonwealth Financial Services
West Virginia
$518K +$14.8K +96 +3%
SP
2652
Successful Portfolios
Florida
$517K -$145K -930 -22%
HA
2653
HC Advisors
Georgia
$517K -$304K -1,942 -37%
HFS
2654
Heritage Financial Services
Massachusetts
$515K -$11.9K -76 -2%
WFAG
2655
Wescott Financial Advisory Group
Pennsylvania
$513K +$64.3K +411 +14%
HIC
2656
Hartline Investment Corp
Illinois
$512K -$1.58M -10,108 -76%
SAG
2657
Spotlight Asset Group
Illinois
$511K
RWP
2658
Revolve Wealth Partners
New Jersey
$510K +$9.23K +59 +2%
BWA
2659
Bordeaux Wealth Advisors
California
$508K +$36.6K +234 +8%
RDFA
2660
Ritter Daniher Financial Advisory
Ohio
$508K -$17.2K -110 -3%
HWM
2661
HFR Wealth Management
New York
$506K
WF
2662
Whelan Financial
California
$506K +$25.7K +164 +5%
LF
2663
Lee Financial
Texas
$506K +$43.2K +276 +9%
PA
2664
Probity Advisors
Texas
$506K -$3.44K -22 -0.7%
PBT
2665
Pictet Bank & Trust
Bahamas
$505K
LAM
2666
Lakewood Asset Management
Illinois
$504K +$1.56K +10 +0.3%
MWM
2667
MinichMacGregor Wealth Management
New York
$503K
VNA
2668
Valley National Advisers
Pennsylvania
$503K -$11.3K -72 -2%
MFG
2669
Midwest Financial Group
Kansas
$503K +$2.82K +18 +0.6%
RWS
2670
Resolute Wealth Strategies
Mississippi
$501K +$6.1K +39 +1%
BSG
2671
Black Swift Group
Colorado
$500K -$156K -1,000 -24%
PS
2672
Planned Solutions
California
$500K +$51.9K +332 +12%
ODA
2673
One Degree Advisors
California
$499K
TAM
2674
Tucker Asset Management
Colorado
$497K +$65.2K +417 +15%
BWG
2675
Balanced Wealth Group
Ohio
$496K +$5.17K +33 +1%