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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 %
SA
2826
SRH Advisors
Kansas
$395K -$3.44K -22 -0.9%
IPAM
2827
Investment Partners Asset Management
New Jersey
$393K +$5.48K +35 +1%
LFGO
2828
Legacy Financial Group (Oklahoma)
Oklahoma
$392K
GWM
2829
GDS Wealth Management
Texas
$392K +$25.5K +163 +7%
ABLA
2830
Alan B. Lancz & Associates
Ohio
$391K +$391K +2,499 New
FA
2831
Fountainhead AM
New Jersey
$391K +$53.3K +341 +16%
MF
2832
Manchester Financial
California
$390K +$88.2K +564 +29%
LA
2833
Lane & Associates
New Jersey
$390K +$48.5K +310 +14%
SC
2834
Schubert & Co
Texas
$390K
RBFC
2835
Roman Butler Fullerton & Co
Missouri
$389K -$2.79K -18 -0.7%
SIS
2836
Strategic Investment Solutions
Illinois
$387K +$387K +3,137 New
RCI
2837
RS Crum Inc
California
$387K
NIC
2838
Northwest Investment Counselors
Oregon
$386K +$32.4K +207 +9%
EL
2839
Essex LLC
Illinois
$385K +$6.26K +40 +2%
MF
2840
Meridian Financial
Massachusetts
$385K
LSC
2841
Lesa Sroufe & Co
Washington
$384K
PFWA
2842
Paces Ferry Wealth Advisors
Georgia
$384K +$1.25K +8 +0.3%
PFS
2843
Prospect Financial Services
New York
$384K +$37.5K +240 +11%
MWP
2844
Meridian Wealth Partners
Pennsylvania
$383K +$30.8K +197 +9%
HCM
2845
Hilton Capital Management
New York
$382K +$93.1K +595 +32%
VP
2846
Verum Partners
North Carolina
$381K +$31.7K +203 +9%
WCFA
2847
Walkner Condon Financial Advisors
Wisconsin
$381K -$6.88K -44 -2%
KA
2848
Kooman & Associates
Pennsylvania
$380K +$83.5K +534 +28%
CP
2849
Camelot Portfolios
Ohio
$380K +$380K +2,431 New
AWMG
2850
Alliance Wealth Management Group
New Jersey
$380K