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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 %
RFA
2676
RTD Financial Advisors
Pennsylvania
$494K +$158K +1,013 +47%
KCFA
2677
Key Client Fiduciary Advisors
New Jersey
$493K
MSA
2678
Marino Stram & Associates
Massachusetts
$493K +$1.72K +11 +0.4%
TA
2679
TFB Advisors
Kansas
$492K +$46.6K +298 +10%
TCWM
2680
Total Clarity Wealth Management
Illinois
$492K -$19.4K -124 -4%
HOWA
2681
Heritage Oak Wealth Advisors
Florida
$491K +$491K +3,136 New
RSA
2682
River Street Advisors
Illinois
$490K +$65.1K +416 +15%
SL
2683
Summitry LLC
California
$490K -$13K -83 -3%
LT
2684
Legacy Trust
Michigan
$489K +$31.3K +200 +7%
WIM
2685
Westside Investment Management
California
$489K
RW
2686
RVW Wealth
California
$488K -$7.35K -47 -1%
CFA
2687
Capstone Financial Advisors
Illinois
$488K -$22.4K -143 -4%
TFGT
2688
TS Financial Group (TSFG)
Illinois
$488K +$32.1K +205 +7%
SSW
2689
Smith Shellnut Wilson
Mississippi
$487K +$17.5K +112 +4%
MTIM
2690
Marathon Trading Investment Management
Pennsylvania
$487K -$593K -3,788 -55%
PWM
2691
Prentice Wealth Management
New York
$486K -$2.19K -14 -0.4%
AI
2692
AdvisorShares Investments
Maryland
$485K +$485K +3,100 New
BMD
2693
Better Money Decisions
New Mexico
$485K -$7.98K -51 -2%
RPCA
2694
Running Point Capital Advisors
California
$484K -$8.29K -53 -2%
Capstone Investment Advisors
2695
Capstone Investment Advisors
New York
$483K -$166K -1,061 -26%
ACM
2696
Avalon Capital Management
California
$483K +$48.3K +309 +11%
B
2697
BetterWealth
California
$483K +$3.13K +20 +0.7%
TIM
2698
Tortoise Investment Management
New York
$483K -$2.82K -18 -0.6%
LCGC
2699
Legacy Capital Group California
California
$482K +$4.85K +31 +1%
FNWA
2700
Financial Network Wealth Advisors
Utah
$482K +$15.5K +99 +3%