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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 %
CWM
2726
Cabot Wealth Management
Massachusetts
$464K
LWA
2727
Ledgewood Wealth Advisors
New Hampshire
$464K
CIS
2728
Custom Index Systems
New York
$463K +$141K +899 +44%
WWWM
2729
White Wing Wealth Management
Texas
$463K +$9.23K +59 +2%
FFG
2730
Fortem Financial Group
California
$462K -$62.7K -401 -12%
HFP
2731
Holistic Financial Partners
Indiana
$462K -$54.9K -351 -11%
TWP
2732
Tower Wealth Partners
Pennsylvania
$460K -$123K -784 -21%
MHWM
2733
Montz Harcus Wealth Management
Louisiana
$460K +$9.85K +63 +2%
Fiera Capital (Canada)
2734
Fiera Capital (Canada)
Quebec, Canada
$460K -$101K -643 -18%
RMF
2735
Red Mountain Financial
Colorado
$456K +$456K +2,913 New
SFS
2736
Strategic Financial Services
New York
$455K
BIA
2737
Bell Investment Advisors
California
$454K +$6.57K +42 +1%
PWMG
2738
Pinnacle Wealth Management Group
Michigan
$453K
ANB
2739
Amarillo National Bank
Texas
$452K -$873K -5,584 -66%
EG
2740
Ellerson Group
Maryland
$451K -$66K -422 -13%
4WM
2741
49 Wealth Management
Texas
$451K +$54.2K +346 +14%
MAG
2742
MRA Advisory Group
New Jersey
$451K +$148K +948 +49%
PWA
2743
Physician Wealth Advisors
Utah
$449K -$6.63K -42 -1%
GC
2744
GFG Capital
Florida
$448K +$31.3K +200 +7%
SFC
2745
SYM Financial Corp
Indiana
$448K +$111K +710 +33%
GWM
2746
Greenwich Wealth Management
Connecticut
$448K -$17.8K -114 -4%
RWM
2747
Revisor Wealth Management
Ohio
$446K -$302K -1,928 -40%
LRWA
2748
Long Run Wealth Advisors
New York
$444K +$11.6K +74 +3%
FPFS
2749
First Personal Financial Services
North Carolina
$442K
SB
2750
Sunflower Bank
Texas
$440K -$67.6K -432 -13%