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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 %
PMSA
2776
Patrick M. Sweeney & Associates
Illinois
$437K +$24K +152 +6%
PTC
2777
Petrus Trust Company
Texas
$437K +$60.4K +383 +16%
LRWA
2778
Long Run Wealth Advisors
New York
$436K +$24.1K +153 +6%
TAM
2779
Tucker Asset Management
Colorado
$436K +$68.2K +432 +19%
CWA
2780
CJM Wealth Advisers
Virginia
$435K -$107K -678 -20%
FPWM
2781
FSB Premier Wealth Management
Iowa
$435K +$48K +304 +12%
AM
2782
Atwater Malick
Pennsylvania
$435K
AWM
2783
Aprio Wealth Management
Georgia
$434K +$211K +1,340 +95%
SCA
2784
Stillwater Capital Advisors
Pennsylvania
$433K +$3.94K +25 +0.9%
NAG
2785
Northstar Advisory Group
New Jersey
$432K +$35.7K +216 +9%
ACM
2786
AUA Capital Management
Pennsylvania
$430K +$9.46K +60 +2%
AWA
2787
Alta Wealth Advisors
Massachusetts
$429K -$24.5K -155 -5%
RSA
2788
River Street Advisors
Illinois
$429K +$33.4K +212 +8%
PO
2789
Private Ocean
California
$428K -$25.4K -161 -6%
BCG
2790
Breakwater Capital Group
New Jersey
$427K +$14.2K +90 +3%
FS
2791
Ferguson Shapiro
Georgia
$427K +$789 +5 +0.2%
IPWA
2792
International Private Wealth Advisors
California
$427K +$164K +1,041 +63%
SMG
2793
Smart Money Group
Texas
$427K -$295K -1,832 -41%
SR
2794
Syntax Research
Florida
$426K +$421K +2,667 +7,620%
CFS
2795
Coordinated Financial Services
Colorado
$426K +$426K +2,701 New
BEC
2796
Blue Edge Capital
Virginia
$426K
PFA
2797
Pettinga Financial Advisors
Indiana
$426K +$315 +2 +0.1%
PSFG
2798
Prairie Sky Financial Group
Illinois
$425K +$158 +1 +0%
AC
2799
Avenir Corporation
Virginia
$425K
SMA
2800
Seven Mile Advisory
New Jersey
$423K -$13.1K -83 -3%