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Chevron

3,768 hedge funds and large institutions have $219B invested in Chevron in 2025 Q1 according to their latest regulatory filings, with 256 funds opening new positions, 1,661 increasing their positions, 1,506 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,768
Holders Change
+56
Holders Change %
+1.51%
% of All Funds
51.17%
Holding in Top 10
162
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+67.01%
% of All Funds
2.2%
New
256
Increased
1,661
Reduced
1,506
Closed
133
Calls
$5.04B
Puts
$3.67B
Net Calls
+$1.36B
Net Calls Change
+$743M
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
2951
Precedent Wealth Partners
Texas
$416K -$1.53M -9,161 -79%
SNBOSD
2952
Security National Bank of So Dak
Iowa
$415K +$42.3K +253 +11%
DW30
2953
Drucker Wealth 3.0
New Jersey
$414K +$414K +2,473 New
AWAP
2954
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$413K -$4.02K -24 -1%
EFP
2955
Elser Financial Planning
Indiana
$413K +$13.7K +82 +3%
NA
2956
Nautilus Advisors
California
$413K -$44.7K -267 -10%
KFS
2957
Kaizen Financial Strategies
California
$412K +$29.9K +179 +8%
TF
2958
Theory Financial
Colorado
$412K +$64.9K +388 +19%
SPWG
2959
Syntegra Private Wealth Group
Missouri
$412K +$21.6K +129 +6%
KPP
2960
Kings Path Partners
Texas
$411K -$1.11M -6,621 -73%
KOMWMG
2961
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$410K +$2.68K +16 +0.7%
LSC
2962
Lesa Sroufe & Co
Washington
$410K +$410K +2,452 New
RB
2963
Renasant Bank
Mississippi
$410K +$80.3K +480 +24%
WFC
2964
Western Financial Corp
California
$410K +$1.51K +9 +0.4%
GDP
2965
Great Diamond Partners
Maine
$409K +$26.6K +159 +7%
CM
2966
CoreCommodity Management
Connecticut
$409K +$58.2K +348 +17%
BWS
2967
Broadway Wealth Solutions
Texas
$409K -$48.7K -291 -11%
IWA
2968
IVC Wealth Advisors
Pennsylvania
$408K +$19.9K +119 +5%
B
2969
BetterWealth
California
$406K -$107K -641 -21%
LKWM
2970
Lee-Kelleher Wealth Management
Maryland
$406K
GFWA
2971
Grey Fox Wealth Advisors
Delaware
$406K +$26.3K +157 +7%
CA
2972
Clune & Associates
Illinois
$406K -$18.4K -110 -4%
APW
2973
Acima Private Wealth
Virginia
$405K
PWAC
2974
Private Wealth Advisors (California)
California
$405K +$3.85K +23 +1%
PPC
2975
Pennington Partners & Co
Maryland
$404K -$102K -610 -20%