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Chevron

3,712 hedge funds and large institutions have $197B invested in Chevron in 2024 Q4 according to their latest regulatory filings, with 448 funds opening new positions, 1,471 increasing their positions, 1,467 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,712
Holders Change
+263
Holders Change %
+7.63%
% of All Funds
49.41%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
1.29%
New
448
Increased
1,471
Reduced
1,467
Closed
119
Calls
$4B
Puts
$3.38B
Net Calls
+$620M
Net Calls Change
+$782M
Name Holding Trade Value Shares
Change
Shares
Change %
TCWM
3001
Total Clarity Wealth Management
Illinois
$365K -$51.3K -354 -12%
RC
3002
Rovin Capital
Arizona
$364K +$51.2K +354 +16%
PCM
3003
Prelude Capital Management
New York
$363K +$363K +2,507 New
LA
3004
Lifeworks Advisors
Michigan
$362K +$133K +920 +58%
BTD
3005
BankPlus Trust Department
Mississippi
$361K +$361K +2,493 New
AWAP
3006
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$361K +$8.98K +62 +3%
SRL
3007
Scientech Research LLC
New Jersey
$360K +$360K +2,486 New
SHJ
3008
Sharkey, Howes & Javer
Colorado
$360K +$158K +1,088 +78%
TFM
3009
TFC Financial Management
Massachusetts
$359K +$195K +1,345 +119%
SA
3010
SoundView Advisors
Washington
$358K +$358K +2,478 New
VCWA
3011
Vanguard Capital Wealth Advisors
Colorado
$356K +$14.5K +100 +4%
CIS
3012
Custom Index Systems
New York
$355K -$67.6K -467 -16%
WFC
3013
Western Financial Corp
California
$353K +$1.3K +9 +0.4%
KOMWMG
3014
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$353K +$7.82K +54 +2%
PGWM
3015
Parisi Gray Wealth Management
New Jersey
$353K +$18.8K +130 +6%
LKWM
3016
Lee-Kelleher Wealth Management
Maryland
$352K +$352K +2,429 New
TFP
3017
Triune Financial Partners
Kansas
$351K +$3.48K +24 +1%
APW
3018
Acima Private Wealth
Virginia
$351K
SIG
3019
Spinnaker Investment Group
California
$351K +$28K +193 +9%
ABLA
3020
Alan B. Lancz & Associates
Ohio
$350K -$62.6K -432 -15%
BBNB
3021
Baker Boyer National Bank
Washington
$350K -$27.5K -190 -7%
AWMG
3022
Alliance Wealth Management Group
New Jersey
$348K -$4.35K -30 -1%
PFWA
3023
Paces Ferry Wealth Advisors
Georgia
$347K +$98.9K +683 +40%
PWAC
3024
Private Wealth Advisors (California)
California
$347K +$1.01K +7 +0.3%
JSAM
3025
J. Safra Asset Management
New York
$347K +$153K +1,069 +79%