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Chevron

3,768 hedge funds and large institutions have $219B invested in Chevron in 2025 Q1 according to their latest regulatory filings, with 256 funds opening new positions, 1,661 increasing their positions, 1,506 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,768
Holders Change
+56
Holders Change %
+1.51%
% of All Funds
51.17%
Holding in Top 10
162
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+67.01%
% of All Funds
2.2%
New
256
Increased
1,661
Reduced
1,506
Closed
133
Calls
$5.04B
Puts
$3.67B
Net Calls
+$1.36B
Net Calls Change
+$743M
Name Holding Trade Value Shares
Change
Shares
Change %
SAS
3126
Spurstone Advisory Services
Connecticut
$338K
CWP
3127
Curated Wealth Partners
California
$338K +$338K +2,020 New
WPW
3128
Watershed Private Wealth
Illinois
$338K
SWP
3129
ShoreHaven Wealth Partners
New Jersey
$337K -$13.4K -80 -4%
HCWM
3130
Hidden Cove Wealth Management
Washington
$337K +$25.4K +152 +8%
RBFC
3131
Roman Butler Fullerton & Co
Missouri
$337K -$1.21K -9 -0.4%
MGWM
3132
Marks Group Wealth Management
Minnesota
$337K +$1K +6 +0.3%
KWM
3133
KFG Wealth Management
Indiana
$336K +$1.34K +8 +0.4%
STB
3134
S&T Bank
Pennsylvania
$335K +$3.18K +19 +1%
CCC
3135
Compass Capital Corp
Massachusetts
$335K -$148 -1 -0%
SC
3136
Slow Capital
California
$335K
BIA
3137
Bell Investment Advisors
California
$335K +$21.4K +128 +7%
YCG
3138
Yeomans Consulting Group
Georgia
$334K -$311K -1,862 -48%
AWA
3139
Acorn Wealth Advisors
Michigan
$333K -$17.2K -103 -5%
EWA
3140
EQ Wealth Advisors
Texas
$333K +$669 +4 +0.2%
GWA
3141
Gratus Wealth Advisors
Virginia
$332K
HIM
3142
Hillsdale Investment Management
Ontario, Canada
$330K -$132K -790 -29%
OFW
3143
Omnia Family Wealth
Florida
$329K +$77.8K +465 +31%
ACM
3144
Armbruster Capital Management
New York
$329K -$4.18K -25 -1%
IW
3145
Instrumental Wealth
Florida
$328K -$26.2K -189 -7%
LFP
3146
Lakeshore Financial Planning
Michigan
$327K -$119K -714 -27%
BP
3147
Broadleaf Partners
Ohio
$327K
HWMT
3148
Heritage Wealth Management (Texas)
Texas
$326K -$3.18K -19 -1%
CWM
3149
Cedar Wealth Management
California
$325K
SFM
3150
Signet Financial Management
New Jersey
$325K +$8.87K +53 +3%