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Chevron

3,636 hedge funds and large institutions have $188B invested in Chevron in 2025 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 1,580 increasing their positions, 1,559 reducing their positions, and 224 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,636
Holders Change
-132
Holders Change %
-3.5%
% of All Funds
48.75%
Holding in Top 10
69
Holding in Top 10 Change
-93
Holding in Top 10 Change %
-57.41%
% of All Funds
0.93%
New
157
Increased
1,580
Reduced
1,559
Closed
224
Calls
$3.65B
Puts
$3.88B
Net Calls
-$223M
Net Calls Change
-$1.59B
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
3276
Fi3 Financial Advisors
Indiana
$242K +$15.6K +109 +7%
VWA
3277
VSM Wealth Advisory
Maryland
$242K -$8.74K -61 -3%
AFC
3278
AFT Forsyth & Company
Florida
$242K -$53.8K -376 -18%
SC
3279
Sykon Capital
New York
$242K +$12.6K +88 +6%
IAG
3280
Investment Advisory Group
Massachusetts
$242K -$11.7K -82 -5%
CC
3281
Climber Capital
Switzerland
$242K +$242K +1,696 New
SSW
3282
Stone Summit Wealth
Florida
$241K +$14.3K +100 +6%
SOAG
3283
Silver Oak Advisory Group
Oregon
$241K +$10.3K +72 +4%
LC
3284
Lincoln Capital
Nebraska
$241K +$241K +1,681 New
KCP
3285
Kera Capital Partners
California
$241K +$65.9K +460 +38%
BPWM
3286
BCS Private Wealth Management
New Jersey
$240K +$240K +1,679 New
LGG
3287
Luts & Greenleigh Group
Maryland
$240K +$32.1K +224 +15%
PPA
3288
Pacific Point Advisors
California
$240K
PEA
3289
Park Edge Advisors
Ohio
$240K
WIA
3290
Wetzel Investment Advisors
Indiana
$240K -$21.8K -152 -8%
CWM
3291
Circle Wealth Management
New Jersey
$240K +$240K +1,673 New
BHA
3292
Beech Hill Advisors
New York
$239K -$1.86K -13 -0.8%
SIMC
3293
Squire Investment Management Company
Utah
$239K -$8.88K -62 -4%
FPWM
3294
FSB Premier Wealth Management
Iowa
$239K -$1.58K -11 -0.7%
PWM
3295
Parkworth Wealth Management
California
$239K +$3.01K +21 +1%
BCP
3296
Blue Chip Partners
Michigan
$238K +$8.59K +60 +4%
WLIM
3297
White Lighthouse Investment Management
Massachusetts
$238K +$6.59K +46 +3%
WFA
3298
Websterrogers Financial Advisors
South Carolina
$237K +$4.15K +29 +2%
AFA
3299
Allium Financial Advisors
Oregon
$237K +$237K +1,653 New
SHWM
3300
Smith & Howard Wealth Management
Georgia
$237K