CVX icon

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 %
FWM
3226
Focused Wealth Management
New York
$277K +$8.55K +59 +3%
CCAM
3227
Cascades Capital Asset Management
North Carolina
$277K +$277K +1,914 New
MC
3228
Mathes Company
New York
$277K -$49K -338 -15%
FPW
3229
Flywheel Private Wealth
California
$277K +$277K +1,911 New
WWS
3230
Wellington Wealth Strategies
Indiana
$277K +$277K +1,775 New
BTWM
3231
Brass Tax Wealth Management
Ohio
$276K -$1.01K -7 -0.4%
SFPG
3232
Stonebridge Financial Planning Group
Florida
$276K +$58.1K +401 +27%
FP
3233
Fiduciary Planning
Florida
$275K -$579 -4 -0.2%
LFS
3234
Legacy Financial Strategies
Kansas
$274K +$9.25K +63 +3%
SFM
3235
Signet Financial Management
New Jersey
$274K +$6.81K +47 +3%
CC
3236
Constitution Capital
Connecticut
$274K +$29K +200 +12%
FPWM
3237
FSB Premier Wealth Management
Iowa
$273K -$405K -2,793 -60%
MFGM
3238
Marshall Financial Group (Maryland)
Maryland
$272K +$73.4K +507 +37%
BSHC
3239
Breed's Hill Capital
Massachusetts
$272K +$272K +1,877 New
BIA
3240
Bell Investment Advisors
California
$271K -$31.7K -219 -10%
Q1WB
3241
Quest 10 Wealth Builders
Virginia
$271K +$271K +1,868 New
OIC
3242
Orion Investment Company
Missouri
$271K
SFP
3243
Sterling Financial Planning
New Jersey
$270K +$37.9K +262 +16%
SWM
3244
SpringVest Wealth Management
Texas
$270K +$270K +1,865 New
HCWM
3245
Hidden Cove Wealth Management
Washington
$270K +$270K +1,864 New
PEA
3246
Park Edge Advisors
Ohio
$270K -$3.04K -21 -1%
MF
3247
Meridian Financial
Massachusetts
$269K -$86.7K -599 -24%
MWM
3248
Mascoma Wealth Management
New Hampshire
$269K +$13.3K +92 +5%
VAMG
3249
Voisard Asset Management Group
Michigan
$269K +$1.01K +7 +0.4%
TCB
3250
Texas Capital Bancshares
Texas
$269K -$10.7K -74 -4%