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Chevron

3,488 hedge funds and large institutions have $212B invested in Chevron in 2024 Q1 according to their latest regulatory filings, with 227 funds opening new positions, 1,661 increasing their positions, 1,271 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,488
Holders Change
+45
Holders Change %
+1.31%
% of All Funds
50.56%
Holding in Top 10
140
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-9.68%
% of All Funds
2.03%
New
227
Increased
1,661
Reduced
1,271
Closed
138
Calls
$4.8B
Puts
$4.02B
Net Calls
+$780M
Net Calls Change
+$1.14B
Name Holding Trade Value Shares
Change
Shares
Change %
IWP
3026
Innova Wealth Partners
Pennsylvania
$300K
KA
3027
Kooman & Associates
Pennsylvania
$299K +$52.1K +330 +21%
BBWP
3028
Beacon Bridge Wealth Partners
Pennsylvania
$299K -$96.6K -612 -24%
MAM
3029
McLean Asset Management
Virginia
$298K +$1.94K +12 +0.7%
NEWAS
3030
N.E.W. Advisory Services
Wisconsin
$298K +$10.3K +65 +4%
PFA
3031
Pathway Financial Advisors
Vermont
$298K +$26.2K +166 +10%
OCM
3032
Osterweis Capital Management
California
$298K
HWMC
3033
Heritage Wealth Management (California)
California
$298K -$1.42K -9 -0.5%
ACM
3034
Armbruster Capital Management
New York
$298K
ZIMP
3035
Zimmermann Investment Management & Planning
Pennsylvania
$297K -$112K -713 -27%
TSW
3036
Three Seasons Wealth
Utah
$297K
BPCA
3037
Bank Pictet & Cie (Asia)
Singapore
$297K -$53.6K -340 -15%
CKAIS
3038
Christensen King & Associates Investment Services
Washington
$297K -$1.74K -11 -0.6%
FPTW
3039
Franklin, Parlapiano, Turner & Welch
Texas
$297K
FP
3040
Fiduciary Planning
Florida
$296K
VBWMG
3041
Von Berge Wealth Management Group
California
$296K
TB
3042
Terril Brothers
Missouri
$296K
AIA
3043
Affinity Investment Advisors
California
$296K
MAM
3044
Mainsail Asset Management
Alabama
$296K
TSWM
3045
Tyler-Stone Wealth Management
Ohio
$296K -$9.47K -60 -3%
SWP
3046
Summit Wealth Partners
Florida
$296K +$158 +1 +0.1%
SNBOSCI
3047
Security National Bank of Sioux City Iowa
Iowa
$295K -$53.6K -340 -15%
LFG
3048
Lockerman Financial Group
California
$295K -$1.58K -10 -0.5%
SFM
3049
Signet Financial Management
New Jersey
$295K +$316 +2 +0.1%
TFP
3050
Tilia Fiduciary Partners
North Carolina
$294K -$5.2K -33 -2%