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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 %
HGERS
2876
Householder Group Estate & Retirement Specialist
Arizona
$378K -$15.9K -101 -4%
THWM
2877
Taylor Hoffman Wealth Management
Virginia
$375K
WMG
2878
WESCAP Management Group
California
$374K
FVWA
2879
Foster Victor Wealth Advisors
South Carolina
$373K -$255K -1,578 -41%
SFG
2880
Sather Financial Group
Texas
$373K
LFP
2881
Lakeshore Financial Planning
Michigan
$373K +$110K +700 +42%
SLA
2882
Silver Lake Advisory
Utah
$373K +$373K +2,364 New
PWAC
2883
Private Wealth Advisors (California)
California
$373K -$1.58K -10 -0.4%
LA
2884
Lakeside Advisors
Washington
$370K +$11.7K +74 +3%
MIM
2885
Meixler Investment Management
Arizona
$369K +$12.5K +79 +3%
GWM
2886
GDS Wealth Management
Texas
$369K +$38.8K +246 +12%
SIM
2887
SSI Investment Management
California
$368K -$3.63K -23 -1%
OAM
2888
Occidental Asset Management
California
$367K -$73.2K -464 -17%
KOMWMG
2889
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$366K -$631 -4 -0.2%
FSA
2890
Financial Security Advisor
Virginia
$366K +$1.89K +12 +0.5%
AWM
2891
Austin Wealth Management
Texas
$365K +$82.7K +525 +29%
SJL
2892
Shayne & Jacobs LLC
Tennessee
$365K
IP
2893
Isthmus Partners
Wisconsin
$365K
RCWM
2894
Royal Capital Wealth Management
Indiana
$365K -$28.7K -182 -7%
TWP
2895
Triad Wealth Partners
Kansas
$364K +$364K +2,308 New
ARC
2896
Advisor Resource Council
Texas
$364K -$1.38M -9,203 -79%
WIA
2897
Wetzel Investment Advisors
Indiana
$363K +$77.8K +494 +27%
WB
2898
West Bancorporation
Iowa
$363K -$387K -2,453 -52%
AWM
2899
AAF Wealth Management
Massachusetts
$363K -$35.6K -226 -9%
DWA
2900
Delap Wealth Advisory
Oregon
$361K +$361K +2,286 New