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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 %
WWG
3076
West Wealth Group
California
$261K +$261K +1,770 New
NCM
3077
Next Capital Management
New York
$260K -$35.9K -244 -12%
NWM
3078
Northwest Wealth Management
Iowa
$260K -$17.4K -118 -6%
MWM
3079
Mascoma Wealth Management
New Hampshire
$260K
LGG
3080
Luts & Greenleigh Group
Maryland
$260K -$67.3K -457 -21%
WAM
3081
Worth Asset Management
Texas
$260K
SSWM
3082
Strait & Sound Wealth Management
California
$260K -$285K -1,938 -52%
PA
3083
Planning Alternatives
Michigan
$260K -$3.24K -22 -1%
RCM
3084
Ridgepath Capital Management
Tennessee
$259K +$2.95K +20 +1%
BA
3085
BCM Advisors
Louisiana
$259K -$5.39K -35 -2%
OCM
3086
Osterweis Capital Management
California
$258K -$20.6K -140 -7%
AFS
3087
Axiom Financial Strategies
Indiana
$257K +$257K +1,748 New
IPWA
3088
International Private Wealth Advisors
California
$257K -$8.69K -59 -3%
AIA
3089
Arbor Investment Advisors
North Carolina
$257K
AFGAS
3090
Allegiance Financial Group Advisory Services
Virginia
$257K -$14.1K -96 -5%
GCIM
3091
Gunn & Company Investment Management
Florida
$256K -$2M -13,603 -89%
VFP
3092
Verus Financial Partners
Virginia
$256K -$7.34K -49 -3%
IAG
3093
Investment Advisory Group
Massachusetts
$256K +$5.3K +36 +2%
HWA
3094
HHM Wealth Advisors
Tennessee
$255K -$54K -367 -17%
OAS
3095
Optivise Advisory Services
Tennessee
$255K -$124K -841 -33%
RLWM
3096
RF&L Wealth Management
Massachusetts
$254K
SCA
3097
Southern Capital Advisors
Tennessee
$253K -$123K -832 -33%
PFWA
3098
Paces Ferry Wealth Advisors
Georgia
$253K -$109K -738 -30%
SFC
3099
Strategic Financial Concepts
Texas
$252K -$37.8M -256,330 -99%
AIA
3100
AIMZ Investment Advisors
California
$252K +$48.2K +327 +24%