CVX icon

Chevron

3,472 hedge funds and large institutions have $214B invested in Chevron in 2024 Q2 according to their latest regulatory filings, with 168 funds opening new positions, 1,569 increasing their positions, 1,363 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,472
Holders Change
-16
Holders Change %
-0.46%
% of All Funds
50.49%
Holding in Top 10
128
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-8.57%
% of All Funds
1.86%
New
168
Increased
1,569
Reduced
1,363
Closed
134
Calls
$3.37B
Puts
$3.16B
Net Calls
+$214M
Net Calls Change
-$566M
Name Holding Trade Value Shares
Change
Shares
Change %
ICM
3201
Intrepid Capital Management
Florida
$233K +$233K +1,492 New
BBA
3202
Baader Bank Aktiengesellschaft
Germany
$233K +$233K +1,693 New
PWA
3203
PCG Wealth Advisors
Kansas
$233K -$22.7K -145 -9%
LIA
3204
LifePlan Investment Advisors
North Carolina
$233K +$5.94K +38 +3%
NPPM
3205
North Point Portfolio Managers
Ohio
$233K +$233K +1,487 New
FWM
3206
ForthRight Wealth Management
Georgia
$232K +$782 +5 +0.3%
KA
3207
Kercheville Advisors
Texas
$232K
ECG
3208
EPIQ Capital Group
California
$231K +$2.35K +15 +1%
IFA
3209
Interactive Financial Advisors
Illinois
$231K
PP
3210
PFS Partners
New Jersey
$231K -$2.35K -15 -1%
MF
3211
Montis Financial
Massachusetts
$228K -$18.9K -121 -8%
BIM
3212
Bullseye Investment Management
Ohio
$228K -$1.73K -12 -0.8%
WFA
3213
Wade Financial Advisory
California
$227K
HIF
3214
Hill Island Financial
Michigan
$227K
OWMIAS
3215
One Wealth Management Investment & Advisory Services
Florida
$225K +$14.9K +95 +7%
P
3216
Paradiem
Louisiana
$225K -$19.2K -123 -8%
HPIA
3217
Hamilton Point Investment Advisors
North Carolina
$225K
TFA
3218
Trinity Financial Advisors
Ohio
$225K +$156 +1 +0.1%
FIM
3219
Fernwood Investment Management
Massachusetts
$225K +$3.75K +24 +2%
DIS
3220
Diversified Investment Strategies
Louisiana
$225K
PP
3221
Pegasus Partners
Wisconsin
$224K +$16.1K +103 +8%
OKSA
3222
O'Keefe Stevens Advisory
New York
$224K +$2.19K +14 +1%
NEWAS
3223
N.E.W. Advisory Services
Wisconsin
$224K -$72.3K -462 -24%
CWM
3224
Collaborative Wealth Management
Florida
$223K
FA
3225
Fiducient Advisors
Illinois
$222K +$5.79K +37 +3%