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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 %
SP
2901
Sequent Planning
Nebraska
$360K +$360K +2,283 New
BC
2902
Bowman & Company
Wisconsin
$360K
SWP
2903
ShoreHaven Wealth Partners
New Jersey
$359K +$3.79K +24 +1%
MI
2904
Mango Investments
Colorado
$359K
AAP
2905
Arax Advisory Partners
Colorado
$358K +$30.3K +192 +9%
ODG
2906
O'Dell Group
Ohio
$358K -$5.52K -35 -2%
MAC
2907
Mason & Associates (California)
California
$357K
IAP
2908
Indie Asset Partners
Indiana
$357K +$66.9K +424 +23%
NIC
2909
Northwest Investment Counselors
Oregon
$357K +$27K +171 +8%
MWP
2910
Meridian Wealth Partners
Pennsylvania
$355K +$47.8K +303 +16%
FA
2911
Financial Advisors
Massachusetts
$353K
CFO
2912
Callan Family Office
Pennsylvania
$353K -$236K -1,495 -40%
VP
2913
Verum Partners
North Carolina
$353K +$10.3K +65 +3%
RP
2914
Riverwater Partners
Wisconsin
$352K -$13.4K -85 -4%
GFWA
2915
Grey Fox Wealth Advisors
Delaware
$352K -$27.3K -173 -7%
PHAM
2916
Palisades Hudson Asset Management
Florida
$352K
NFG
2917
Nadler Financial Group
Illinois
$352K +$5.36K +34 +2%
WBG
2918
Wharton Business Group
Pennsylvania
$350K
NCTC
2919
New Covenant Trust Company
Indiana
$350K +$350K +2,218 New
NWM
2920
Northcape Wealth Management
New York
$349K +$32K +203 +10%
KFS
2921
Kelly Financial Services
Massachusetts
$349K +$789 +5 +0.2%
MHB
2922
Midwest Heritage Bank
Iowa
$349K -$8.52K -54 -2%
PFS
2923
Prospect Financial Services
New York
$349K -$32.2K -204 -8%
PEA
2924
Park Edge Advisors
Ohio
$349K
GAM
2925
GEM Asset Management
Michigan
$348K