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Chevron

3,636 hedge funds and large institutions have $188B invested in Chevron in 2025 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 1,580 increasing their positions, 1,559 reducing their positions, and 225 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,636
Holders Change
-132
Holders Change %
-3.5%
% of All Funds
48.74%
Holding in Top 10
69
Holding in Top 10 Change
-93
Holding in Top 10 Change %
-57.41%
% of All Funds
0.92%
New
157
Increased
1,580
Reduced
1,559
Closed
225
Calls
$3.65B
Puts
$3.88B
Net Calls
-$223M
Net Calls Change
-$1.59B
Name Holding Trade Value Shares
Change
Shares
Change %
IW
3001
Instrumental Wealth
Florida
$332K -$24.7K -164 -7%
VCM
3002
Vivaldi Capital Management
Illinois
$331K -$26.2K -183 -7%
CMS
3003
Capital Market Strategies
Florida
$330K -$12.5K -87 -4%
CFGA
3004
Cambridge Financial Group (Arizona)
Arizona
$329K -$166K -1,159 -34%
CGH
3005
CMG Global Holdings
Texas
$328K -$25.5K -163 -7%
CCG
3006
Capital CS Group
California
$328K +$328K +2,293 New
MPIA
3007
Mountain Pacific Investment Advisers
Idaho
$328K -$43.1K -301 -12%
TCM
3008
Tradewinds Capital Management
Washington
$328K
BWM
3009
BlackDiamond Wealth Management
New York
$328K +$93.2K +640 +40%
GPW
3010
Gentry Private Wealth
Kansas
$327K +$13.6K +95 +4%
BOSSRA
3011
B.O.S.S. Retirement Advisors
Utah
$326K -$68.5K -478 -17%
LWM
3012
LeConte Wealth Management
Tennessee
$326K +$75.3K +526 +30%
WH
3013
Willner & Heller
California
$325K +$15K +105 +5%
SC
3014
Solstein Capital
California
$325K +$10K +70 +3%
SAM
3015
Sequent Asset Management
Texas
$325K
IA
3016
Inspire Advisors
Idaho
$324K +$21.2K +148 +7%
NA
3017
Nautilus Advisors
California
$324K -$29.4K -205 -8%
RPGNY
3018
Retirement Planning Group (New York)
New York
$324K +$59.6K +416 +23%
CFGSD
3019
Compass Financial Group (South Dakota)
South Dakota
$323K +$1.72K +12 +0.5%
BF
3020
Brucke Financial
Indiana
$323K -$3.58K -25 -1%
PA
3021
Planning Alternatives
Michigan
$322K -$114K -797 -26%
EL
3022
Essex LLC
Illinois
$321K +$430 +3 +0.1%
NEWAS
3023
N.E.W. Advisory Services
Wisconsin
$321K -$22.1K -154 -6%
FA
3024
Financial Advisors
Massachusetts
$321K +$143 +1 +0%
RFS
3025
Richardson Financial Services
Massachusetts
$320K -$16.7K -115 -5%