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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 %
APA
3226
Astoria Portfolio Advisors
New York
$226K -$4.89K -31 -2%
PWP
3227
Perfromance Wealth Partners
Illinois
$225K -$36.3K -230 -14%
HA
3228
Hofer & Associates
California
$225K -$6.63K -42 -3%
CWM
3229
Collaborative Wealth Management
Florida
$225K
PWM
3230
Prosperity Wealth Management
California
$224K +$224K +1,423 New
OKSA
3231
O'Keefe Stevens Advisory
New York
$224K +$8.99K +57 +4%
AFWM
3232
Abich Financial Wealth Management
Virginia
$223K -$94.3K -598 -30%
CWM
3233
Cherrydale Wealth Management
New Jersey
$223K +$223K +1,414 New
PJWM
3234
Philip James Wealth Mangement
Georgia
$223K -$283K -1,793 -56%
FIM
3235
Fernwood Investment Management
Massachusetts
$223K -$1.11K -7 -0.5%
OFW
3236
Omnia Family Wealth
Florida
$223K +$223K +1,411 New
FFA
3237
Fragasso Financial Advisors
Pennsylvania
$222K +$222K +1,410 New
AMCA
3238
Arthur M. Cohen & Associates
Illinois
$222K -$21K -133 -9%
OL
3239
Optas LLC
Texas
$222K +$222K +1,405 New
HIG
3240
Heritage Investment Group
Florida
$221K
BDWCC
3241
B&D White Capital Company
Texas
$221K -$4.21M -26,700 -95%
SIAM
3242
Sterling Investment Advisors (Missouri)
Missouri
$221K
RWRC
3243
R.W. Roge & Company
New York
$220K
AC
3244
Annandale Capital
Texas
$220K
WAS
3245
WESPAC Advisors SoCal
California
$219K -$208K -1,322 -49%
MWA
3246
Motive Wealth Advisors
Michigan
$219K +$219K +1,390 New
GCM
3247
Gallacher Capital Management
Colorado
$219K -$57.6K -365 -21%
PA
3248
Parkside Advisors
California
$219K +$789 +5 +0.4%
FA
3249
Fiducient Advisors
Illinois
$218K -$213K -1,353 -49%
AT
3250
Avalon Trust
New Mexico
$218K -$789 -5 -0.4%