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Chevron
CVX

Overview Fund Activity

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

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$563M
2
Charles Schwab
2
Charles Schwab
California
$4.58B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.98B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$554M
5
BlackRock
5
BlackRock
New York
$19B

Top Sellers

1
Amundi
1
Amundi
France
$1.03B
2
Bank of America
2
Bank of America
North Carolina
$3.98B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.96B
4
Capital World Investors
4
Capital World Investors
California
$1.86B
5
Jane Street
5
Jane Street
New York
$62.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
3151
LRT Capital Management
Texas
$236K -$175K -1,190 -43%
GA
3152
Gordian Advisors
Arizona
$236K +$236K +1,600 New
UW
3153
Unique Wealth
Florida
$236K -$2.06K -14 -0.9%
FEG
3154
Financial Enhancement Group
Indiana
$235K +$28.6K +186 +14%
PWS
3155
Peterson Wealth Services
Utah
$235K +$235K +1,597 New
AL
3156
ADE LLC
Maryland
$235K -$64.8K -440 -22%
NFA
3157
Northwest Financial Advisors
Virginia
$235K +$147 +1 +0.1%
WA
3158
Wealthstream Advisors
New York
$235K -$6.19K -42 -3%
WFA
3159
Websterrogers Financial Advisors
South Carolina
$235K +$589 +4 +0.3%
LFG
3160
Lockerman Financial Group
California
$234K -$67.2K -456 -22%
FWM
3161
Fonville Wealth Management
Virginia
$233K +$233K +1,584 New
LA
3162
Lifeworks Advisors
Michigan
$233K +$233K +1,580 New
HHAA
3163
Henry H. Armstrong Associates
Pennsylvania
$232K -$14.7K -100 -6%
HHRDM
3164
H&H Retirement Design & Management
Nevada
$232K – – –
GWA
3165
GGM Wealth Advisors
Maryland
$230K +$6.48K +44 +3%
LFA
3166
Longview Financial Advisors
Alabama
$230K -$2.21K -15 -0.9%
4WM
3167
4J Wealth Management
Virginia
$230K – – –
PM
3168
Penbrook Management
New York
$229K – – –
RA
3169
Rise Advisors
New York
$229K -$25K -170 -10%
MCA
3170
Magnolia Capital Advisors
Mississippi
$229K +$19.9K +135 +10%
SCM
3171
Sage Capital Management
New Jersey
$228K – – –
ARC
3172
Advisor Resource Council
Texas
$228K +$228K +1,548 New
TPW
3173
Talon Private Wealth
Florida
$228K +$228K +1,548 New
SGC
3174
Slocum, Gordon & Co
Rhode Island
$228K – – –
OWM
3175
Opes Wealth Management
California
$228K -$9.43K -64 -4%
125 126
127
128 129