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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 %
MW
3026
Members Wealth
Pennsylvania
$346K +$346K +2,233 New
EFP
3027
Elser Financial Planning
Indiana
$346K +$6.95K +48 +2%
MAC
3028
Mason & Associates (California)
California
$346K +$24.8K +171 +8%
SA
3029
Strategic Advocates
Utah
$346K -$287K -1,982 -45%
IWP
3030
Insight Wealth Partners
Texas
$346K -$59.5K -411 -15%
PWM
3031
Puff Wealth Management
New Jersey
$345K +$345K +2,385 New
USWIA
3032
UP Strategic Wealth Investment Advisors
Pennsylvania
$345K +$134K +925 +63%
DIP
3033
Davis Investment Partners
North Carolina
$345K +$345K +2,251 New
CFS
3034
Coordinated Financial Services
Colorado
$344K +$344K +2,375 New
LJAC
3035
L.J. Altfest & Co
New York
$343K +$2.61K +18 +0.8%
CFSG
3036
Clark Financial Services Group
Missouri
$342K -$2.9K -20 -0.8%
DWA
3037
Delos Wealth Advisors
Texas
$341K
CCC
3038
Compass Capital Corp
Massachusetts
$341K +$341K +2,263 New
CP
3039
Castleview Partners
Texas
$341K +$35.8K +244 +12%
MAM
3040
Marotta Asset Management
Virginia
$341K
RI
3041
RWWM Inc
California
$340K -$108K -749 -24%
CA
3042
Cannon Advisors
North Carolina
$340K -$64.7K -447 -16%
AWP
3043
Abacus Wealth Partners
California
$340K -$116K -802 -25%
SFG
3044
Sather Financial Group
Texas
$339K +$4.93K +34 +1%
OCM
3045
Objective Capital Management
Ohio
$338K -$8.55K -59 -2%
SPWG
3046
Syntegra Private Wealth Group
Missouri
$338K +$132K +909 +64%
OFO
3047
OneAscent Family Office
Alabama
$338K +$338K +2,331 New
RW
3048
Rede Wealth
Virginia
$338K +$30.7K +212 +10%
VWM
3049
Vermillion Wealth Management
Minnesota
$337K +$337K +2,329 New
SIM
3050
SSI Investment Management
California
$337K -$435 -3 -0.1%