CVX icon

Chevron

3,472 hedge funds and large institutions have $214B invested in Chevron in 2024 Q2 according to their latest regulatory filings, with 168 funds opening new positions, 1,569 increasing their positions, 1,363 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,472
Holders Change
-16
Holders Change %
-0.46%
% of All Funds
50.49%
Holding in Top 10
128
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-8.57%
% of All Funds
1.86%
New
168
Increased
1,569
Reduced
1,363
Closed
134
Calls
$3.37B
Puts
$3.16B
Net Calls
+$214M
Net Calls Change
-$566M
Name Holding Trade Value Shares
Change
Shares
Change %
BCP
3126
Blue Chip Partners
Michigan
$259K +$54.1K +346 +26%
SHWM
3127
Smith & Howard Wealth Management
Georgia
$259K +$21K +134 +9%
PCS
3128
Private Client Services
Kentucky
$258K +$626 +4 +0.2%
CWM
3129
Cherrydale Wealth Management
New Jersey
$258K +$37.1K +237 +17%
FWSM
3130
First Wilshire Securities Management
California
$258K
LC
3131
Landaas & Company
Wisconsin
$258K
BA
3132
Bluesphere Advisors
Pennsylvania
$258K +$11.6K +74 +5%
KNW
3133
Kesler Norman & Wride
Utah
$257K +$19.6K +125 +8%
WA
3134
Wealthstream Advisors
New York
$256K +$2.97K +19 +1%
DFG
3135
Demars Financial Group
Washington
$255K
NCM
3136
Northwest Capital Management
Oregon
$254K -$64.4K -412 -20%
CWA
3137
Capital Wealth Alliance
Arizona
$254K +$156 +1 +0.1%
NI
3138
NDVR Inc
Massachusetts
$253K -$2.03K -13 -0.8%
CCM
3139
Carlson Capital Management
Minnesota
$253K +$253K +1,619 New
SIA
3140
Strategic Investment Advisors
Michigan
$253K +$24.9K +159 +11%
VF
3141
Vawter Financial
Ohio
$253K
NMM
3142
Naples Money Management
Florida
$253K +$1.25K +8 +0.5%
RBCM
3143
Raub Brock Capital Management
California
$253K -$2.03K -13 -0.8%
UW
3144
Unique Wealth
Florida
$252K +$3.75K +24 +2%
PRIG
3145
Payden & Rygel Investment Group
California
$252K
PR
3146
Payden & Rygel
California
$252K
CAL
3147
Capital Advisors Ltd
Ohio
$252K +$3.59K +23 +1%
OWM
3148
Opes Wealth Management
California
$252K +$10.3K +66 +4%
GCM
3149
G2 Capital Management
Ohio
$251K
CWP
3150
Curated Wealth Partners
California
$251K +$251K +1,604 New