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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 %
JCM
3051
Jacobsen Capital Management
Utah
$294K +$78.9K +500 +37%
AL
3052
ADE LLC
Maryland
$293K
AWA
3053
Acorn Wealth Advisors
Michigan
$293K +$946 +6 +0.3%
SC
3054
Saturna Capital
Washington
$292K
HCM
3055
Hilton Capital Management
New York
$292K +$74.1K +470 +34%
MCI
3056
MRP Capital Investments
Georgia
$292K +$292K +1,848 New
JWS
3057
Juncture Wealth Strategies
Arizona
$291K -$9.78K -62 -3%
RA
3058
Regis Acquisition
Colorado
$291K
FWM
3059
Focused Wealth Management
New York
$291K -$2.37K -15 -0.8%
KF
3060
KKM Financial
Illinois
$291K
CPG
3061
Cornerstone Planning Group
New Jersey
$290K +$181K +1,129 +165%
BA
3062
BCM Advisors
Louisiana
$290K +$37.9K +232 +15%
CSPAM
3063
Cary Street Partners Asset Management
Virginia
$289K +$13.7K +87 +5%
S
3064
SimplyRich
California
$289K +$289K +1,832 New
CWM
3065
Centurion Wealth Management
Virginia
$289K +$33.8K +214 +13%
ASG
3066
Ariston Services Group
California
$289K -$4.42K -28 -2%
WCM Investment Management
3067
WCM Investment Management
California
$289K +$17.2K +109 +6%
FFIC
3068
First Fiduciary Investment Counsel
Ohio
$288K
MECA
3069
Miller Equity Capital Advisors
Texas
$287K
FL
3070
Fort LP
Maryland
$287K -$23.5K -149 -8%
YWS
3071
Yarger Wealth Strategies
Ohio
$287K +$5.68K +36 +2%
IWP
3072
IAG Wealth Partners
Wisconsin
$287K
KWM
3073
KFG Wealth Management
Indiana
$286K -$4.73K -30 -2%
TLFA
3074
True Link Financial Advisors
California
$285K -$27K -171 -9%
SPL
3075
Smart Portfolios LLC
Washington
$285K +$11K +70 +4%