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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 %
MAG
3126
M3 Advisory Group
Massachusetts
$267K +$267K +1,693 New
FIC
3127
Family Investment Center
Missouri
$267K -$6.15K -39 -2%
AFAS
3128
Acorn Financial Advisory Services
Virginia
$267K -$56.6K -359 -17%
CPRC
3129
Consolidated Portfolio Review Corp
New York
$267K -$1.4M -8,851 -84%
OPPS
3130
Obsidian Personal Planning Solutions
Maryland
$266K +$266K +1,649 New
BBA
3131
Braun-Bostich & Associates
Pennsylvania
$266K -$19.4K -123 -7%
EE
3132
EWG Elevate
California
$263K +$17.4K +110 +7%
RW
3133
REDW Wealth
New Mexico
$263K +$16.7K +106 +7%
BI
3134
Ballast Inc
Kentucky
$263K
AHC
3135
Anderson Hoagland & Co
Missouri
$262K +$262K +1,613 New
MWA
3136
Miller Wealth Advisors
Colorado
$262K +$1.58K +10 +0.6%
EMAM
3137
Encompass More Asset Management
California
$262K +$262K +1,659 New
SXL
3138
Summit X LLC
Missouri
$261K +$48.2K +305 +23%
PWA
3139
Phoenix Wealth Advisors
North Carolina
$261K
BFO
3140
Biltmore Family Office
North Carolina
$261K +$1.26K +8 +0.5%
NFA
3141
Northwest Financial Advisors
Virginia
$260K -$6.78K -43 -3%
FWSM
3142
First Wilshire Securities Management
California
$260K
LC
3143
Landaas & Company
Wisconsin
$260K +$1.58K +10 +0.6%
PCS
3144
Private Client Services
Kentucky
$260K -$15.5K -98 -6%
KWM
3145
Keebeck Wealth Management
Illinois
$260K +$260K +1,646 New
SWP
3146
Semus Wealth Partners
Florida
$259K -$946 -6 -0.4%
FB
3147
First Bancorp
Maine
$258K +$37.2K +236 +17%
NCM
3148
Next Capital Management
New York
$258K +$258K +1,637 New
PWA
3149
PCG Wealth Advisors
Kansas
$258K +$25.7K +163 +11%
HHRDM
3150
H&H Retirement Design & Management
Nevada
$258K +$3.4K +21 +1%