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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 %
RW
2951
Rede Wealth
Virginia
$332K
CFGSD
2952
Compass Financial Group (South Dakota)
South Dakota
$332K +$1.56K +10 +0.5%
NFG
2953
Nadler Financial Group
Illinois
$331K -$17.7K -113 -5%
WCWM
2954
Wooster Corthell Wealth Management
Connecticut
$331K
NCTC
2955
New Covenant Trust Company
Indiana
$331K -$22.3K -140 -6%
WG
2956
Winton Group
United Kingdom
$330K -$582K -3,718 -64%
FWP
2957
Falcon Wealth Planning
California
$330K +$11.7K +75 +4%
MGWM
2958
Marks Group Wealth Management
Minnesota
$329K -$6.88K -44 -2%
HWA
2959
HHM Wealth Advisors
Tennessee
$329K +$195K +1,247 +146%
WAOI
2960
Wealth Advisors of Iowa
Iowa
$329K +$1.56K +10 +0.5%
KNFPWM
2961
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$328K -$1.56K -10 -0.5%
KAM
2962
Knightsbridge Asset Management
California
$328K -$6.41K -41 -2%
CBOR
2963
Community Bank of Raymore
Missouri
$326K
FP
2964
Financial Perspectives
Minnesota
$326K
BHA
2965
Beech Hill Advisors
New York
$326K +$326K +2,083 New
SRWM
2966
Shira Ridge Wealth Management
California
$325K +$325K +2,078 New
SPL
2967
Smart Portfolios LLC
Washington
$325K +$42.2K +270 +15%
RP
2968
Riverwater Partners
Wisconsin
$324K -$25.5K -163 -7%
UL
2969
Unionview LLC
Washington
$323K +$2.82K +18 +0.9%
SPWG
2970
Syntegra Private Wealth Group
Missouri
$323K +$2.66K +17 +0.8%
CFA
2971
Cahill Financial Advisors
Minnesota
$322K +$10.2K +65 +3%
WAM
2972
WealthTrust Asset Management
Florida
$322K +$2.82K +18 +0.9%
LCM
2973
Liberty Capital Management
Michigan
$322K +$55.7K +356 +21%
PHAM
2974
Palisades Hudson Asset Management
Florida
$322K -$26.4K -169 -8%
AWC
2975
Adamsbrown Wealth Consultants
Kansas
$321K +$15.8K +101 +5%