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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 %
WKSWA
3026
White Knight Strategic Wealth Advisors
New Jersey
$319K +$9.31K +65 +3%
SWM
3027
Sterling Wealth Management
Illinois
$319K +$319K +2,226 New
BTD
3028
BankPlus Trust Department
Mississippi
$318K -$21.2K -148 -6%
MWM
3029
Maridea Wealth Management
New York
$318K +$6.59K +46 +2%
WBG
3030
Wharton Business Group
Pennsylvania
$318K
CWMG
3031
Compass Wealth Management (Georgia)
Georgia
$318K +$318K +2,220 New
KCIC
3032
Kuhn & Co Investment Counsel
Illinois
$318K
MAM
3033
McLean Asset Management
Virginia
$317K -$11.7K -79 -4%
UAML
3034
US Asset Management LLC
Pennsylvania
$317K -$1.15K -8 -0.4%
CIS
3035
Custom Index Systems
New York
$317K +$7.45K +52 +2%
PWM
3036
Puff Wealth Management
New Jersey
$317K -$24.5K -171 -7%
WDL
3037
Well Done LLC
Michigan
$316K +$84.3K +589 +36%
BC
3038
Bowman & Company
Wisconsin
$315K -$11K -77 -3%
WCWM
3039
Wooster Corthell Wealth Management
Connecticut
$315K
MAC
3040
Mason & Associates (California)
California
$315K -$8.74K -61 -3%
RAG
3041
RIA Advisory Group
Iowa
$314K -$54.5K -381 -15%
SWG
3042
Summit Wealth Group
Vermont
$314K -$10K -70 -3%
ACC
3043
Acorn Creek Capital
Colorado
$313K -$59K -412 -16%
AWM
3044
Avaii Wealth Management
Wisconsin
$313K +$313K +2,185 New
MC
3045
Matisse Capital
Oregon
$313K +$573 +4 +0.2%
SIC
3046
Sterling Investment Counsel
New York
$312K -$225K -1,573 -42%
VPWA
3047
Vestia Personal Wealth Advisors
Indiana
$310K +$286 +2 +0.1%
CIG
3048
Cairn Investment Group
Washington
$310K -$160K -1,120 -34%
GFWA
3049
Grey Fox Wealth Advisors
Delaware
$310K -$37.5K -262 -11%
FIM
3050
FWL Investment Management
Texas
$309K +$309K +2,160 New