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Chevron

3,712 hedge funds and large institutions have $197B invested in Chevron in 2024 Q4 according to their latest regulatory filings, with 448 funds opening new positions, 1,471 increasing their positions, 1,467 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,712
Holders Change
+263
Holders Change %
+7.63%
% of All Funds
49.41%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
1.29%
New
448
Increased
1,471
Reduced
1,467
Closed
119
Calls
$4B
Puts
$3.38B
Net Calls
+$620M
Net Calls Change
+$782M
Name Holding Trade Value Shares
Change
Shares
Change %
PHAM
3176
Palisades Hudson Asset Management
Florida
$296K
KW
3177
KWB Wealth
California
$296K +$31.8K +216 +12%
PRI
3178
Prepared Retirement Institute
Pennsylvania
$295K +$1.16K +8 +0.4%
STA
3179
Smith Thornton Advisors
Alabama
$294K -$276K -1,907 -48%
CWA
3180
Canvas Wealth Advisors
Kansas
$294K -$149K -1,030 -34%
TCOK
3181
Trust Company of Kansas
Kansas
$293K -$583K -4,024 -67%
CC
3182
Corton Capital
Ontario, Canada
$293K -$83K -573 -22%
SAS
3183
Spurstone Advisory Services
Connecticut
$293K +$293K +2,020 New
WPW
3184
Watershed Private Wealth
Illinois
$292K +$145 +1 +0%
MWS
3185
MFA Wealth Services
California
$291K +$291K +2,009 New
NFG
3186
Nadler Financial Group
Illinois
$291K -$16.8K -116 -5%
MGWM
3187
Marks Group Wealth Management
Minnesota
$291K +$724 +5 +0.2%
KWM
3188
KFG Wealth Management
Indiana
$290K -$1.74K -12 -0.6%
ME
3189
McIlrath & Eck
Washington
$290K +$82.1K +567 +40%
SC
3190
Slow Capital
California
$290K -$5.94K -41 -2%
BWG
3191
Boomfish Wealth Group
Georgia
$290K +$7.24K +50 +3%
GPWM
3192
Grant Private Wealth Management
California
$289K +$289K +1,997 New
RWM
3193
Revisor Wealth Management
Ohio
$289K -$146K -1,001 -34%
ACM
3194
Armbruster Capital Management
New York
$289K
GWA
3195
Gratus Wealth Advisors
Virginia
$288K
EWA
3196
EQ Wealth Advisors
Texas
$288K +$288K +1,985 New
STB
3197
S&T Bank
Pennsylvania
$287K +$3.91K +27 +1%
AFW
3198
Atlantic Family Wealth
Florida
$286K +$286K +1,976 New
RB
3199
Renasant Bank
Mississippi
$285K +$8.55K +59 +3%
HWMT
3200
Heritage Wealth Management (Texas)
Texas
$285K +$435 +3 +0.2%