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Chevron

3,768 hedge funds and large institutions have $219B invested in Chevron in 2025 Q1 according to their latest regulatory filings, with 256 funds opening new positions, 1,661 increasing their positions, 1,506 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,768
Holders Change
+56
Holders Change %
+1.51%
% of All Funds
51.17%
Holding in Top 10
162
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+67.01%
% of All Funds
2.2%
New
256
Increased
1,661
Reduced
1,506
Closed
133
Calls
$5.04B
Puts
$3.67B
Net Calls
+$1.36B
Net Calls Change
+$743M
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
3226
Affinity Investment Advisors
California
$302K
FNWA
3227
Financial Network Wealth Advisors
Utah
$302K +$46.8K +280 +18%
LRWA
3228
Long Run Wealth Advisors
New York
$302K +$302K +1,807 New
LC
3229
Lavaca Capital
Texas
$302K -$47.3K -283 -14%
VI
3230
VanderPol Investments
Michigan
$302K +$11.5K +69 +4%
WTFG
3231
Wood Tarver Financial Group
Idaho
$301K +$167 +1 +0.1%
ASC
3232
Atalanta Sosnoff Capital
New York
$301K +$50.2K +300 +20%
HWM
3233
Hemington Wealth Management
Virginia
$301K +$11.4K +68 +4%
CCAM
3234
Cascades Capital Asset Management
North Carolina
$301K -$19.6K -117 -6%
MWM
3235
Mascoma Wealth Management
New Hampshire
$301K -$10.2K -61 -3%
RCM
3236
Ridgepath Capital Management
Tennessee
$300K +$3.01K +18 +1%
SBF
3237
Sara-Bay Financial
Florida
$299K -$55.1K -332 -16%
TPW
3238
Talon Private Wealth
Florida
$299K +$54.2K +324 +22%
WA
3239
WESPAC Advisors
California
$299K -$85.3K -510 -22%
BTWM
3240
Brass Tax Wealth Management
Ohio
$298K -$20.4K -122 -6%
NCTC
3241
New Covenant Trust Company
Indiana
$298K -$6.48K -39 -2%
AIA
3242
AIMZ Investment Advisors
California
$298K +$12K +72 +4%
BFWA
3243
Benchmark Financial Wealth Advisors
Florida
$298K +$298K +1,783 New
FWM
3244
Focused Wealth Management
New York
$297K -$22.9K -137 -7%
OIM
3245
Orca Investment Management
Oregon
$297K +$297K +1,778 New
PWH
3246
Priebe Wealth Holdings
Minnesota
$297K +$31.1K +186 +12%
AL
3247
ACAS LLC
California
$297K +$297K +2,176 New
DFA
3248
Davies Financial Advisors
California
$296K +$296K +1,772 New
IAG
3249
Investment Advisory Group
Massachusetts
$296K +$1.67K +10 +0.6%
ITB
3250
Idaho Trust Bank
Idaho
$295K -$8.36K -50 -3%