CVX icon

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 %
KWS
3176
Keystone Wealth Services
California
$248K +$315 +2 +0.1%
AIA
3177
AIMZ Investment Advisors
California
$247K
P
3178
Paradiem
Louisiana
$246K
GWA
3179
GGM Wealth Advisors
Maryland
$246K +$246K +1,520 New
SHJ
3180
Sharkey, Howes & Javer
Colorado
$245K +$3.94K +25 +2%
LFG
3181
Leverty Financial Group
Wisconsin
$245K -$4.42K -28 -2%
BWM
3182
BCGM Wealth Management
Indiana
$245K +$1.42K +9 +0.6%
SCM
3183
Sage Capital Management
New Jersey
$244K -$39.3K -249 -14%
HHAA
3184
Henry H. Armstrong Associates
Pennsylvania
$244K +$28.9K +183 +13%
BMCM
3185
Burns Matteson Capital Management
New York
$244K -$10.9K -69 -4%
SGC
3186
Slocum, Gordon & Co
Rhode Island
$244K
TIA
3187
Tandem Investment Advisors
South Carolina
$244K +$244K +1,545 New
CIS
3188
Continental Investors Services
Washington
$244K +$8.43K +53 +4%
RS
3189
Rakuten Securities
Japan
$244K +$40.9K +259 +20%
OWM
3190
Opes Wealth Management
California
$244K -$158 -1 -0.1%
CAAM
3191
Cornerstone Advisors Asset Management
Pennsylvania
$243K
CWA
3192
Cascade Wealth Advisors
Washington
$242K +$242K +1,524 New
OCPWS
3193
One Charles Private Wealth Services
Massachusetts
$242K
VF
3194
VitalStone Financial
Texas
$242K +$15.8K +100 +7%
NF
3195
Norwood Financial
Pennsylvania
$241K +$37.9K +240 +19%
KNW
3196
Kesler Norman & Wride
Utah
$240K
SHWM
3197
Smith & Howard Wealth Management
Georgia
$240K
OPWM
3198
Oakwell Private Wealth Management
Texas
$239K +$3.47K +22 +1%
UWPG
3199
Ullmann Wealth Partners Group
Florida
$238K +$24.1K +153 +11%
AFP
3200
Alpha Financial Partners
Kentucky
$238K +$8.99K +57 +4%