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Chevron

3,448 hedge funds and large institutions have $195B invested in Chevron in 2024 Q3 according to their latest regulatory filings, with 176 funds opening new positions, 1,447 increasing their positions, 1,464 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,448
Holders Change
-23
Holders Change %
-0.66%
% of All Funds
49.88%
Holding in Top 10
99
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-22.66%
% of All Funds
1.43%
New
176
Increased
1,447
Reduced
1,464
Closed
163
Calls
$3.1B
Puts
$3.27B
Net Calls
-$163M
Net Calls Change
-$376M
Name Holding Trade Value Shares
Change
Shares
Change %
BWG
2726
Balanced Wealth Group
Ohio
$432K -$35.1K -238 -8%
RMF
2727
Red Mountain Financial
Colorado
$430K +$589 +4 +0.1%
CIS
2728
Custom Index Systems
New York
$429K -$6.77K -46 -2%
HIS
2729
Harvest Investment Services
Illinois
$429K +$37.7K +256 +10%
CNTOF
2730
Canandaigua National Trust of Florida
New York
$429K +$429K +2,915 New
VCM
2731
Virtue Capital Management
Tennessee
$428K -$433K -2,941 -50%
FPFS
2732
First Personal Financial Services
North Carolina
$428K +$12.1K +82 +3%
FZCM
2733
Flynn Zito Capital Management
New York
$427K +$231K +1,569 +118%
RDFA
2734
Ritter Daniher Financial Advisory
Ohio
$427K -$51.5K -350 -11%
CFG
2735
Compton Financial Group
Maryland
$425K -$14.7K -100 -3%
WCM
2736
Wedge Capital Management
North Carolina
$425K +$17.7K +120 +4%
FG
2737
Foster Group
Iowa
$425K -$125K -849 -23%
MHWM
2738
Montz Harcus Wealth Management
Louisiana
$424K -$9.57K -65 -2%
FDS
2739
First Dallas Securities
Texas
$424K -$153K -1,041 -27%
TCWM
2740
Total Clarity Wealth Management
Illinois
$423K -$40.2K -273 -9%
JSL
2741
JT Stratford LLC
Georgia
$422K -$181K -1,228 -30%
NECFA
2742
New England Capital Financial Advisors
Connecticut
$421K +$41.8K +284 +11%
ABLA
2743
Alan B. Lancz & Associates
Ohio
$420K +$51.5K +350 +14%
WA
2744
Wealth Architects
California
$418K -$23.6K -160 -5%
SL
2745
Salomon & Ludwin
Virginia
$417K -$177K -1,200 -30%
LAM
2746
Lakewood Asset Management
Illinois
$416K -$58.3K -396 -12%
EAM
2747
Eukles Asset Management
Ohio
$415K +$27.8K +189 +7%
PWA
2748
Physician Wealth Advisors
Utah
$414K -$7.09K -48 -2%
PWMG
2749
Pinnacle Wealth Management Group
Michigan
$414K -$13.3K -90 -3%
AWAU
2750
Alliance Wealth Advisors (Utah)
Utah
$413K +$22.7K +154 +6%