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Chevron

3,448 hedge funds and large institutions have $195B invested in Chevron in 2024 Q3 according to their latest regulatory filings, with 176 funds opening new positions, 1,447 increasing their positions, 1,464 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,448
Holders Change
-23
Holders Change %
-0.66%
% of All Funds
49.88%
Holding in Top 10
99
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-22.66%
% of All Funds
1.43%
New
176
Increased
1,447
Reduced
1,464
Closed
163
Calls
$3.1B
Puts
$3.27B
Net Calls
-$163M
Net Calls Change
-$376M
Name Holding Trade Value Shares
Change
Shares
Change %
NEWAS
3026
N.E.W. Advisory Services
Wisconsin
$280K +$69.4K +471 +33%
FP
3027
Fiduciary Planning
Florida
$280K +$2.8K +19 +1%
TF
3028
Theory Financial
Colorado
$279K
TFP
3029
Tilia Fiduciary Partners
North Carolina
$279K +$19.7K +134 +8%
MPM
3030
MBB Public Markets
Illinois
$278K -$18.1M -122,930 -98%
PEA
3031
Park Edge Advisors
Ohio
$278K
WCM
3032
WealthBridge Capital Management
Ohio
$277K -$10.9K -74 -4%
FPTW
3033
Franklin, Parlapiano, Turner & Welch
Texas
$277K
JCM
3034
Jacobsen Capital Management
Utah
$277K -$23.7K -161 -8%
YWS
3035
Yarger Wealth Strategies
Ohio
$276K +$4.12K +28 +2%
MWA
3036
Martel Wealth Advisors
Washington
$276K
KIG
3037
Kennedy Investment Group
New Jersey
$275K +$1.47K +10 +0.5%
OIC
3038
Orion Investment Company
Missouri
$275K
TB
3039
Terril Brothers
Missouri
$274K -$26.8K -182 -9%
FWM
3040
Focused Wealth Management
New York
$273K +$2.06K +14 +0.8%
VAMG
3041
Voisard Asset Management Group
Michigan
$272K +$28.9K +196 +12%
AWM
3042
AAF Wealth Management
Massachusetts
$272K -$67.5K -458 -20%
RTC
3043
Riverview Trust Company
Washington
$272K -$27.4K -186 -9%
SFM
3044
Signet Financial Management
New Jersey
$272K -$3.53K -24 -1%
KF
3045
KKM Financial
Illinois
$271K
VCM
3046
Vivaldi Capital Management
Illinois
$271K +$3.39K +23 +1%
HCM
3047
Hilton Capital Management
New York
$271K -$89.2K -606 -25%
BWA
3048
Burt Wealth Advisors
Maryland
$270K -$10.5K -71 -4%
FDCP
3049
Foster Dykema Cabot & Partners
Massachusetts
$270K +$163K +1,108 +152%
ES
3050
Eagle Strategies
New York
$270K +$19.6K +133 +8%