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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 %
SWG
2901
Summit Wealth Group
Vermont
$356K +$356K +2,277 New
FA
2902
Financial Advisors
Massachusetts
$356K +$5.94K +38 +2%
MIM
2903
Meixler Investment Management
Arizona
$354K -$11.9K -76 -3%
EFP
2904
Elser Financial Planning
Indiana
$354K +$354K +2,260 New
FFG
2905
Frisch Financial Group
New York
$353K -$94.2K -603 -21%
IAP
2906
Indie Asset Partners
Indiana
$353K -$1.25K -8 -0.4%
IW
2907
Instrumental Wealth
Florida
$353K +$12K +76 +4%
NWM
2908
Northcape Wealth Management
New York
$352K +$5.94K +38 +2%
Loomis, Sayles & Company
2909
Loomis, Sayles & Company
Massachusetts
$352K -$23.9K -153 -6%
MC
2910
Mathes Company
New York
$352K +$352K +2,250 New
KBFS
2911
Kohmann Bosshard Financial Services
Ohio
$352K -$51.5K -329 -13%
LAS
2912
LWM Advisory Services
Florida
$351K -$39.9K -255 -10%
OWA
2913
Opal Wealth Advisors
New York
$349K -$104K -664 -23%
CA
2914
Crane Advisory
California
$348K -$21.8K -141 -6%
LGG
2915
Luts & Greenleigh Group
Maryland
$348K +$348K +2,222 New
KCIC
2916
Kuhn & Co Investment Counsel
Illinois
$348K -$104K -663 -23%
WBG
2917
Wharton Business Group
Pennsylvania
$347K
BWM
2918
Blossom Wealth Management
California
$347K +$3.91K +25 +1%
TNAM
2919
Terra Nova Asset Management
New York
$346K +$782 +5 +0.2%
LAM
2920
Lewis Asset Management
California
$345K +$8.45K +54 +3%
YWM
2921
Yoder Wealth Management
California
$345K +$469 +3 +0.1%
MIA
2922
MeadowBrook Investment Advisors
Michigan
$345K +$276K +1,765 +399%
PRI
2923
Prepared Retirement Institute
Pennsylvania
$345K
ATS
2924
Ashton Thomas Securities
New York
$345K +$345K +2,253 New
SC
2925
Solstein Capital
California
$344K