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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 %
CWM
2826
Circle Wealth Management
New Jersey
$408K +$98.4K +624 +32%
WWC
2827
Waypoint Wealth Counsel
Georgia
$408K -$19.6K -124 -5%
TFF
2828
The Family Firm
Maryland
$407K +$3.47K +22 +0.9%
KBFS
2829
Kohmann Bosshard Financial Services
Ohio
$407K +$61.8K +392 +18%
NECFA
2830
New England Capital Financial Advisors
Connecticut
$405K +$631 +4 +0.2%
DWM
2831
Denver Wealth Management
Colorado
$404K -$29.8K -189 -7%
CWM
2832
Cedar Wealth Management
California
$404K +$74.5K +472 +23%
BF
2833
Brogan Financial
Tennessee
$404K +$4.26K +27 +1%
4WM
2834
49 Wealth Management
Texas
$404K +$168K +1,055 +71%
CAM
2835
Concorde Asset Management
Michigan
$404K -$29.2K -185 -7%
DMC
2836
Drexel Morgan & Co
Pennsylvania
$403K +$8.68K +55 +2%
BWG
2837
Berry Wealth Group
Texas
$403K +$34.9K +221 +9%
SA
2838
SRH Advisors
Kansas
$402K +$3.47K +22 +0.9%
OQS
2839
Occudo Quantitative Strategies
Florida
$400K +$400K +2,533 New
EAM
2840
Eukles Asset Management
Ohio
$398K +$35.8K +227 +10%
CCP
2841
Carmel Capital Partners
California
$398K +$9.31K +59 +2%
ONSWM
2842
Old North State Wealth Management
North Carolina
$398K +$54.8K +347 +16%
MWP
2843
Madison Wealth Partners
Wisconsin
$396K
RC
2844
Rovin Capital
Arizona
$396K +$163K +1,030 +70%
LFGO
2845
Legacy Financial Group (Oklahoma)
Oklahoma
$395K -$7.26K -46 -2%
CSIA
2846
Charles Schwab Investment Advisory
California
$394K +$89K +564 +29%
LAS
2847
LWM Advisory Services
Florida
$394K -$14.7K -93 -4%
WFAG
2848
Worth Financial Advisory Group
North Carolina
$392K -$2.37K -15 -0.6%
WCFA
2849
Walkner Condon Financial Advisors
Wisconsin
$391K +$8.2K +52 +2%
TFP
2850
Triune Financial Partners
Kansas
$391K -$4.1K -26 -1%