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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 %
TP
2676
Tranquility Partners
Tennessee
$520K +$4.1K +26 +0.8%
BWG
2677
Balanced Wealth Group
Ohio
$519K +$242K +1,464 +88%
VNA
2678
Valley National Advisers
Pennsylvania
$519K +$22.6K +143 +5%
GAAM
2679
Guinness Atkinson Asset Management
California
$519K -$46.4K -294 -8%
AA
2680
Axiom Advisory
California
$516K +$6.62K +42 +1%
MCM
2681
Morton Capital Management
California
$516K +$19.9K +126 +4%
TCWM
2682
Total Clarity Wealth Management
Illinois
$516K +$43.4K +275 +9%
SAG
2683
Spotlight Asset Group
Illinois
$515K
CFA
2684
Capstone Financial Advisors
Illinois
$515K -$2.68K -17 -0.5%
PA
2685
Probity Advisors
Texas
$513K
SB
2686
Sunflower Bank
Texas
$512K +$2.68K +17 +0.5%
B
2687
Bellecapital
Switzerland
$512K +$195K +1,234 +61%
MWM
2688
MinichMacGregor Wealth Management
New York
$512K +$10.3K +65 +2%
S
2689
Sachetta
Massachusetts
$512K
HWM
2690
HFR Wealth Management
New York
$511K
PBT
2691
Pictet Bank & Trust
Bahamas
$510K -$28.4K -180 -5%
SL
2692
Summitry LLC
California
$507K +$40.1K +254 +9%
LAM
2693
Lakewood Asset Management
Illinois
$506K -$104K -660 -17%
RWP
2694
Revolve Wealth Partners
New Jersey
$505K +$26.5K +168 +6%
ODA
2695
One Degree Advisors
California
$504K
MFG
2696
Midwest Financial Group
Kansas
$504K +$26K +165 +5%
RW
2697
RVW Wealth
California
$500K -$47.3K -300 -9%
RWS
2698
Resolute Wealth Strategies
Mississippi
$499K -$41.2K -261 -8%
FI
2699
Financial Insights
Washington
$498K +$32.8K +208 +7%
KCFA
2700
Key Client Fiduciary Advisors
New Jersey
$498K -$76.5K -485 -13%