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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 %
MGWM
2951
Marks Group Wealth Management
Minnesota
$339K +$10.3K +65 +3%
RFA
2952
RTD Financial Advisors
Pennsylvania
$339K
TCBWMS
2953
Texas Capital Bank Wealth Management Services
Texas
$338K -$2.37K -15 -0.7%
FCA
2954
Fortis Capital Advisors
Kansas
$338K +$81.6K +517 +32%
ACM
2955
Advance Capital Management
Michigan
$337K -$87.7K -556 -21%
EDRIA
2956
Edmonds Duncan Registered Investment Advisors
Kansas
$336K -$4.73K -30 -1%
PIFP
2957
Partners in Financial Planning
Virginia
$335K
SCA
2958
Sandy Cove Advisors
Massachusetts
$335K -$18.1K -115 -5%
GSIAS
2959
Garden State Investment Advisory Services
New Jersey
$335K -$25.4K -160 -7%
RW
2960
Rede Wealth
Virginia
$334K +$158 +1 +0%
WCWM
2961
Wooster Corthell Wealth Management
Connecticut
$334K
KNFPWM
2962
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$333K +$333K +2,110 New
CFGSD
2963
Compass Financial Group (South Dakota)
South Dakota
$333K +$4.73K +30 +1%
LJAC
2964
L.J. Altfest & Co
New York
$332K +$473 +3 +0.1%
WAOI
2965
Wealth Advisors of Iowa
Iowa
$330K +$16.6K +105 +5%
FFA
2966
Fi3 Financial Advisors
Indiana
$330K +$69.7K +435 +27%
CBOR
2967
Community Bank of Raymore
Missouri
$329K
FP
2968
Financial Perspectives
Minnesota
$329K -$11K -70 -3%
CP
2969
Castleview Partners
Texas
$328K +$73.5K +466 +29%
WH
2970
Willner & Heller
California
$327K +$16.7K +106 +5%
TCB
2971
Texas Capital Bancshares
Texas
$327K +$17.7K +112 +6%
BP
2972
BNP Paribas
France
$327K +$327K +2,071 New
RFS
2973
Richardson Financial Services
Massachusetts
$326K +$15K +95 +5%
RAG
2974
RIA Advisory Group
Iowa
$326K -$91.5K -580 -22%
CIS
2975
Custom Index Systems
New York
$325K -$30K -190 -8%