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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 %
BBNB
2976
Baker Boyer National Bank
Washington
$403K -$669 -4 -0.2%
PFWA
2977
Paces Ferry Wealth Advisors
Georgia
$403K +$1.84K +11 +0.5%
RSS
2978
Rosenblum Silverman Sutton
California
$402K -$130K -775 -24%
TCM
2979
Towercrest Capital Management
Pennsylvania
$401K -$34.3K -205 -8%
AWMG
2980
Alliance Wealth Management Group
New Jersey
$401K
VNA
2981
Valley National Advisers
Pennsylvania
$401K -$22.1K -132 -5%
NEWAS
2982
N.E.W. Advisory Services
Wisconsin
$401K +$53.2K +318 +15%
DIM
2983
DLK Investment Management
California
$400K -$59.4K -355 -13%
CMS
2984
Capital Market Strategies
Florida
$400K -$216K -1,290 -35%
SL
2985
Sentinus LLC
Illinois
$399K +$48.2K +288 +14%
PWM
2986
Puff Wealth Management
New Jersey
$399K
CFS
2987
Coordinated Financial Services
Colorado
$398K +$836 +5 +0.2%
CFSG
2988
Clark Financial Services Group
Missouri
$398K +$2.84K +17 +0.7%
BTD
2989
BankPlus Trust Department
Mississippi
$397K -$20.2K -121 -5%
RWM
2990
Rialto Wealth Management
New York
$396K -$115K -688 -23%
HFS
2991
Hopwood Financial Services
Virginia
$395K +$18.4K +110 +5%
CPA
2992
Capital Performance Advisors
California
$394K +$394K +2,356 New
HPM
2993
Hoxton Planning & Management
West Virginia
$394K +$28.1K +168 +8%
HFP
2994
Holistic Financial Partners
Indiana
$392K -$89.8K -537 -19%
NPPM
2995
North Point Portfolio Managers
Ohio
$392K +$392K +2,343 New
SFG
2996
Sather Financial Group
Texas
$392K
RW
2997
Rede Wealth
Virginia
$390K +$167 +1 +0%
RCWM
2998
Royal Capital Wealth Management
Indiana
$390K +$2.18K +13 +0.6%
WWC
2999
Waypoint Wealth Counsel
Georgia
$389K +$16.4K +98 +4%
PAS
3000
PKS Advisory Services
New York
$389K +$13K +78 +3%