CVX icon

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 %
GA
2976
Goldstein Advisors
Wisconsin
$321K +$106K +675 +49%
SWIG
2977
Strategic Wealth Investment Group
Kentucky
$320K +$320K +2,047 New
WH
2978
Willner & Heller
California
$320K -$4.54K -29 -1%
LFG
2979
Lockerman Financial Group
California
$320K +$27.2K +174 +9%
TB
2980
Terril Brothers
Missouri
$320K +$25.7K +164 +9%
WIA
2981
Wetzel Investment Advisors
Indiana
$319K -$44.6K -283 -12%
JCM
2982
Jacobsen Capital Management
Utah
$319K +$27.7K +177 +10%
FCFC
2983
First Citizens Financial Corp
Iowa
$319K -$20K -128 -6%
PIMG
2984
Patriot Investment Management Group
Tennessee
$319K -$3.29K -21 -1%
IWA
2985
IVC Wealth Advisors
Pennsylvania
$319K -$1.41K -9 -0.4%
AL
2986
ADE LLC
Maryland
$318K +$27.4K +175 +9%
KOC
2987
Koss-Olinger Consulting
Florida
$318K +$318K +2,035 New
FI
2988
Financial Insights
Washington
$318K -$176K -1,126 -36%
RTC
2989
Riverview Trust Company
Washington
$318K
BCM
2990
Beddow Capital Management
Wyoming
$317K +$19.6K +125 +7%
MLA
2991
MB, Levis & Associates
Pennsylvania
$316K +$1.56K +10 +0.5%
GWA
2992
Gratus Wealth Advisors
Virginia
$316K
WPW
2993
Watershed Private Wealth
Illinois
$316K
NCM
2994
Next Capital Management
New York
$315K +$58.7K +375 +23%
SC
2995
Slow Capital
California
$313K
OIS
2996
Okabena Investment Services
Minnesota
$313K +$313K +2,000 New
JJBC
2997
James J. Burns & Company
New York
$312K +$14.8K +95 +5%
AWA
2998
Acorn Wealth Advisors
Michigan
$310K +$19.4K +124 +7%
DWS
2999
Dynamic Wealth Strategies
California
$310K -$9.84K -63 -3%
FFO
3000
Fortitude Family Office
Arizona
$310K +$224K +1,432 +261%