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Chevron

3,636 hedge funds and large institutions have $188B invested in Chevron in 2025 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 1,580 increasing their positions, 1,559 reducing their positions, and 225 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,636
Holders Change
-132
Holders Change %
-3.5%
% of All Funds
48.74%
Holding in Top 10
69
Holding in Top 10 Change
-93
Holding in Top 10 Change %
-57.41%
% of All Funds
0.92%
New
157
Increased
1,580
Reduced
1,559
Closed
225
Calls
$3.65B
Puts
$3.88B
Net Calls
-$223M
Net Calls Change
-$1.59B
Name Holding Trade Value Shares
Change
Shares
Change %
BTWM
3176
Brass Tax Wealth Management
Ohio
$269K +$14K +98 +5%
SCA
3177
Sandy Cove Advisors
Massachusetts
$269K -$58.7K -410 -18%
CWP
3178
Curated Wealth Partners
California
$269K -$20.2K -141 -7%
FP
3179
Fiduciary Planning
Florida
$269K -$2.43K -17 -0.9%
MGWM
3180
Marks Group Wealth Management
Minnesota
$269K -$19.6K -137 -7%
RS
3181
R Squared
Hong Kong
$268K +$268K +1,875 New
KWM
3182
Kiker Wealth Management
Georgia
$268K -$50.5K -353 -16%
NCFG
3183
New Century Financial Group
New Jersey
$268K -$2.03M -14,147 -88%
OIC
3184
Orion Investment Company
Missouri
$267K
PFWA
3185
Paces Ferry Wealth Advisors
Georgia
$267K -$78K -545 -23%
WCFA
3186
Walkner Condon Financial Advisors
Wisconsin
$266K +$51.4K +359 +24%
MF
3187
Meridian Financial
Massachusetts
$266K
RIS
3188
Richmond Investment Services
Wisconsin
$266K +$266K +1,856 New
MIAS
3189
Mason Investment Advisory Services
Virginia
$265K +$3.15K +22 +1%
HP
3190
Hilltop Partners
Indiana
$265K -$881K -6,149 -77%
SWP
3191
Summit Wealth Partners
Florida
$265K -$40.1K -280 -13%
BCA
3192
Bay Capital Advisors
Virginia
$264K -$859 -6 -0.3%
KNW
3193
Kesler Norman & Wride
Utah
$264K +$716 +5 +0.3%
KF
3194
KKM Financial
Illinois
$264K
NWM
3195
Northwest Wealth Management
Iowa
$264K +$13.3K +93 +5%
BFM
3196
Boothbay Fund Management
New York
$262K -$151K -1,058 -37%
LPP
3197
Life Planning Partners
Florida
$262K +$48.3K +337 +23%
LFP
3198
Lakeshore Financial Planning
Michigan
$262K -$17.9K -125 -6%
S
3199
SimplyRich
California
$262K
MWS
3200
MFA Wealth Services
California
$262K -$29.5K -206 -10%