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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 %
OWA
2701
One Wealth Advisors
California
$482K -$5.37K -37 -1%
RSS
2702
Rosenblum Silverman Sutton
California
$482K -$86K -550 -15%
AT
2703
American Trust
Kentucky
$480K -$78.5K -502 -14%
COA
2704
Crown Oak Advisors
California
$479K +$5.01K +32 +1%
PMSA
2705
Patrick M. Sweeney & Associates
Illinois
$479K +$45.4K +290 +10%
TCBWMS
2706
Texas Capital Bank Wealth Management Services
Texas
$476K +$141K +900 +42%
SBF
2707
Sara-Bay Financial
Florida
$475K +$173K +1,103 +57%
CS
2708
Candriam SCA
Luxembourg
$474K -$556K -3,556 -54%
GF
2709
Gries Financial
Ohio
$473K -$104K -663 -18%
DWP
2710
Destiny Wealth Partners
Florida
$473K +$1.1K +7 +0.2%
BPFA
2711
Barnes Pettey Financial Advisors
Mississippi
$473K
FCA
2712
Fortis Capital Advisors
Kansas
$472K +$138K +879 +41%
JF
2713
Joule Financial
Kentucky
$470K +$23.2K +148 +5%
WA
2714
Wealth Architects
California
$469K +$10.3K +66 +2%
WIM
2715
Warwick Investment Management
Texas
$469K +$19.9K +127 +4%
ACM
2716
Ashford Capital Management
Delaware
$469K
S
2717
Sunpointe
Missouri
$467K -$68.4K -437 -13%
SWM
2718
Sugarloaf Wealth Management
Georgia
$467K +$201K +1,285 +75%
CFG
2719
Compton Financial Group
Maryland
$467K +$1.56K +10 +0.3%
SL
2720
Sentinus LLC
Illinois
$467K -$228K -1,455 -33%
RI
2721
Ridgewood Investments
New Jersey
$467K
Members Trust
2722
Members Trust
Florida
$466K -$26.3K -168 -5%
SPWM
2723
Straight Path Wealth Management
Michigan
$466K -$156 -1 -0%
BW
2724
BIP Wealth
Georgia
$466K -$716K -4,577 -61%
CCG
2725
Chatham Capital Group
Georgia
$465K