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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 %
SMG
2676
Smart Money Group
Texas
$529K +$148K +1,025 +39%
AFIA
2677
America First Investment Advisors
Nebraska
$527K
AIP
2678
Almanack Investment Partners
Pennsylvania
$526K +$4.64K +32 +0.9%
CRIG
2679
Charter Research & Investment Group
Connecticut
$526K
HFS
2680
Heritage Financial Services
Massachusetts
$525K -$53.4K -369 -9%
PP
2681
Pacifica Partners
Canada
$525K +$1.47K +10 +0.3%
CMI
2682
Clare Market Investments
Texas
$524K -$8.84K -61 -2%
FGC
2683
Financial Gravity Companies
Texas
$523K +$498K +3,439 +1,976%
RFN
2684
Redwood Financial Network
Ohio
$523K -$76.6K -529 -13%
PCM
2685
Pointe Capital Management
Michigan
$523K +$6.37K +44 +1%
PWM
2686
Prentice Wealth Management
New York
$522K +$39.3K +271 +8%
TWPM
2687
Total Wealth Planning & Management
Florida
$522K +$522K +3,601 New
QPW
2688
Quantum Private Wealth
Florida
$521K -$2.9K -20 -0.6%
SRC
2689
Sage Rhino Capital
California
$521K -$7.1K -49 -1%
MA
2690
McBroom & Associates
Nevada
$521K
MWM
2691
Mindset Wealth Management
Indiana
$520K
PWM
2692
Paulson Wealth Management
Illinois
$519K -$181K -1,248 -26%
CF
2693
Claris Financial
Virginia
$519K +$519K +3,584 New
JWWM
2694
Johnson & White Wealth Management
Pennsylvania
$519K +$519K +3,540 New
WF
2695
Wayfinding Financial
Washington
$516K +$516K +3,563 New
MCM
2696
Morton Capital Management
California
$515K +$290 +2 +0.1%
DWM
2697
Dorchester Wealth Management
Quebec, Canada
$514K -$18.8K -130 -4%
BA
2698
Birinyi Associates
Connecticut
$514K -$869 -6 -0.2%
AWA
2699
AGH Wealth Advisors
Kansas
$514K +$514K +3,550 New
VPP
2700
Vertex Planning Partners
Illinois
$514K +$19.6K +135 +4%