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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 %
AMM
3301
American Money Management
California
$202K +$202K +1,279 New
ME
3302
McIlrath & Eck
Washington
$202K +$2.21K +14 +1%
OTL
3303
Oak Thistle LLC
New York
$201K +$201K +1,276 New
SOAG
3304
Silver Oak Advisory Group
Oregon
$201K +$201K +1,272 New
HB
3305
Horizon Bancorp
Indiana
$200K +$4.72K +30 +2%
WWP
3306
WR Wealth Planners
Missouri
$199K +$199K +1,264 New
VC
3307
Vestor Capital
Illinois
$199K -$3.47K -22 -2%
BAM
3308
Bellevue Asset Management
Washington
$197K +$1.74K +11 +0.9%
LFA
3309
Laraway Financial Advisors
Minnesota
$196K
W
3310
WealthCollab
Washington
$195K +$38.3K +243 +24%
CA
3311
Centerpoint Advisors
Massachusetts
$195K
MAWCM
3312
Mine & Arao Wealth Creation & Management
California
$192K -$21.5K -136 -10%
TFM
3313
TFC Financial Management
Massachusetts
$191K -$106K -669 -36%
FFWM
3314
Future Financial Wealth Management
Ohio
$189K +$189K +1,199 New
CWA
3315
Core Wealth Advisors
Florida
$188K
FWM
3316
FSA Wealth Management
Massachusetts
$180K +$23.5K +149 +15%
HIM
3317
Hillsdale Investment Management
Ontario, Canada
$179K
LJHT
3318
Laurie J. Hall Trustee
$179K
PWMG
3319
Prestige Wealth Management Group
New Jersey
$179K -$15.6K -99 -8%
CAM
3320
Clarity Asset Management
Iowa
$178K +$158 +1 +0.1%
CIAS
3321
CBIZ Investment Advisory Services
Ohio
$177K +$177K +1,122 New
TCM
3322
TD Capital Management
Tennessee
$176K +$5.84K +37 +3%
AA
3323
AlphaMark Advisors
Kentucky
$171K +$2.36K +15 +1%
FFA
3324
Frazier Financial Advisors
Ohio
$169K +$41.2K +261 +32%
OBWP
3325
O'Brien Wealth Partners
Massachusetts
$169K -$31.5K -200 -16%