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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 %
BBNB
2701
Baker Boyer National Bank
Washington
$497K
Members Trust
2702
Members Trust
Florida
$497K -$22.1K -140 -4%
BMD
2703
Better Money Decisions
New Mexico
$497K +$29.7K +188 +6%
RPCA
2704
Running Point Capital Advisors
California
$496K +$496K +3,144 New
MSA
2705
Marino Stram & Associates
Massachusetts
$495K -$3.47K -22 -0.7%
OAM
2706
Oxford Asset Management
United Kingdom
$495K +$495K +3,135 New
WIM
2707
Westside Investment Management
California
$493K +$103K +655 +27%
PWM
2708
Prentice Wealth Management
New York
$492K +$32K +203 +7%
BIA
2709
Benchmark Investment Advisors
Illinois
$491K -$320K -2,026 -39%
HS
2710
Horan Securities
United States
$491K -$12.9K -82 -3%
AGC
2711
Aspen Grove Capital
Colorado
$491K +$60.7K +385 +14%
TIM
2712
Tortoise Investment Management
New York
$489K +$3.79K +24 +0.8%
BSSFA
2713
Baron Silver Stevens Financial Advisors
Florida
$489K +$133K +841 +37%
CFS
2714
Commonwealth Financial Services
West Virginia
$487K
WF
2715
Whelan Financial
California
$485K -$140K -885 -22%
B
2716
BetterWealth
California
$484K
MWA
2717
Monograph Wealth Advisors
California
$484K -$102K -649 -17%
TWP
2718
Tempus Wealth Planning
California
$483K +$12.6K +80 +3%
WWS
2719
Wellington Wealth Strategies
Indiana
$483K +$483K +3,060 New
LCGC
2720
Legacy Capital Group California
California
$481K -$15.9K -101 -3%
UAG
2721
United Advisor Group
Ohio
$480K +$480K +3,046 New
COA
2722
Crown Oak Advisors
California
$478K +$5.05K +32 +1%
BPFA
2723
Barnes Pettey Financial Advisors
Mississippi
$477K -$121K -767 -20%
DWP
2724
Destiny Wealth Partners
Florida
$476K -$25.4K -161 -5%
BWA
2725
Bordeaux Wealth Advisors
California
$476K -$134K -851 -22%