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 %
RA
3201
Rise Advisors
New York
$238K +$141K +892 +145%
SCM
3202
Sollinda Capital Management
Florida
$237K -$571K -3,623 -71%
FPIS
3203
Financial Planning & Information Services
Wisconsin
$237K
R
3204
Rebalance
California
$237K -$11K -70 -4%
CCM
3205
Check Capital Management
California
$237K
AFA
3206
American Financial Advisors
Georgia
$235K +$1.26K +8 +0.5%
PP
3207
PFS Partners
New Jersey
$235K +$1.26K +8 +0.5%
SCM
3208
Stonehearth Capital Management
Massachusetts
$234K
HPM
3209
Hoxton Planning & Management
West Virginia
$234K +$234K +1,482 New
KA
3210
Kercheville Advisors
Texas
$233K +$233K +1,480 New
FWM
3211
ForthRight Wealth Management
Georgia
$233K +$789 +5 +0.3%
IFA
3212
Interactive Financial Advisors
Illinois
$233K -$142K -900 -38%
ECG
3213
EPIQ Capital Group
California
$231K +$2.37K +15 +1%
4WM
3214
4J Wealth Management
Virginia
$231K
SIA
3215
Strategic Investment Advisors
Michigan
$230K -$21K -133 -8%
WFA
3216
Wade Financial Advisory
California
$229K +$229K +1,453 New
HIF
3217
Hill Island Financial
Michigan
$229K -$11.8K -75 -5%
ASC
3218
Atalanta Sosnoff Capital
New York
$229K -$61.5K -390 -21%
SC
3219
Stephenson & Company
California
$229K -$1.1K -7 -0.5%
LIA
3220
LifePlan Investment Advisors
North Carolina
$229K +$10.3K +65 +5%
C
3221
Covestor
United Kingdom
$227K -$178K -1,123 -44%
HPIA
3222
Hamilton Point Investment Advisors
North Carolina
$227K +$227K +1,439 New
TFA
3223
Trinity Financial Advisors
Ohio
$227K -$32.8K -208 -13%
DIS
3224
Diversified Investment Strategies
Louisiana
$226K
PP
3225
PrairieView Partners
Minnesota
$226K