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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 %
CWG
2926
Crown Wealth Group
North Carolina
$344K -$101K -647 -23%
LA
2927
Lakeside Advisors
Washington
$343K -$23.5K -150 -6%
ITB
2928
Idaho Trust Bank
Idaho
$343K +$343K +2,191 New
SMA
2929
Seven Mile Advisory
New Jersey
$342K -$78K -499 -19%
LL
2930
LWMG LLC
Minnesota
$341K +$1.88K +12 +0.6%
WOSD
2931
WFA of San Diego
California
$341K +$341K +2,179 New
SIG
2932
Spinnaker Investment Group
California
$340K -$4.69K -30 -1%
JF
2933
JSF Financial
California
$339K +$29.7K +190 +10%
MC
2934
Matisse Capital
Oregon
$339K +$469 +3 +0.1%
AFC
2935
AFT Forsyth & Company
Florida
$339K
E
2936
ETFidea
New York
$339K +$156 +1 +0%
MIFH
2937
Migdal Insurance & Financial Holdings
Israel
$339K
ONST
2938
Old North State Trust
North Carolina
$339K
LJAC
2939
L.J. Altfest & Co
New York
$339K +$9.7K +62 +3%
SAM
2940
Sequent Asset Management
Texas
$339K +$39.3K +251 +13%
PWM
2941
Power Wealth Management
Georgia
$338K -$210K -1,341 -38%
JBA
2942
Johnson Bixby & Associates
Washington
$338K -$287K -1,837 -46%
SFA
2943
Source Financial Advisors
New York
$338K +$15.6K +100 +5%
DM
2944
Diker Management
New York
$337K
AWM
2945
Activest Wealth Management
Florida
$335K +$313K +2,000 +1,418%
SCA
2946
Sandy Cove Advisors
Massachusetts
$335K +$3.13K +20 +0.9%
SP
2947
Sequent Planning
Nebraska
$333K -$24.3K -155 -7%
EDRIA
2948
Edmonds Duncan Registered Investment Advisors
Kansas
$333K
CPC
2949
Cookson Peirce & Co
Pennsylvania
$333K +$333K +2,127 New
PIFP
2950
Partners in Financial Planning
Virginia
$332K