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Chevron

3,634 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, 1,579 increasing their positions, 1,559 reducing their positions, and 224 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,634
Holders Change
-133
Holders Change %
-3.53%
% of All Funds
48.73%
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
1,579
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 %
MWM
3351
MBE Wealth Management
Wisconsin
$222K -$716 -5 -0.3%
SSA
3352
Sierra Summit Advisors
Nevada
$222K -$26.2K -183 -11%
SCM
3353
Sage Capital Management
New Jersey
$222K
OFW
3354
Omnia Family Wealth
Florida
$222K -$60.1K -420 -21%
HWM
3355
Heirloom Wealth Management
Colorado
$221K -$82.8K -578 -27%
MF
3356
Montis Financial
Massachusetts
$221K -$8.16K -57 -4%
BWM
3357
Brown Wealth Management
Illinois
$220K +$15.5K +108 +8%
EC
3358
EdgeRock Capital
Colorado
$219K +$219K +1,519 New
FRA
3359
Front Row Advisors
California
$219K -$149K -1,039 -40%
CWM
3360
Crowley Wealth Management
Delaware
$218K +$286 +2 +0.1%
EWA
3361
Evolution Wealth Advisors
Florida
$218K
LIA
3362
LifePlan Investment Advisors
North Carolina
$218K +$8.74K +61 +4%
AWA
3363
Aletheian Wealth Advisors
Washington
$218K +$4.58K +32 +2%
BRG
3364
Bay Rivers Group
Virginia
$218K -$12.2K -85 -5%
CC
3365
Capstone Capital
Nevada
$218K -$5.01K -35 -2%
RTC
3366
Riverview Trust Company
Washington
$218K -$42.1K -294 -16%
IWP
3367
IAG Wealth Partners
Wisconsin
$217K +$15.6K +109 +8%
CWM
3368
Centurion Wealth Management
Virginia
$217K +$4.3K +30 +2%
HCP
3369
Holt Capital Partners
Texas
$217K -$886K -6,190 -80%
DWS
3370
Dynamic Wealth Strategies
California
$216K -$7.73K -54 -3%
PFM
3371
Phillips Financial Management
Indiana
$216K +$30.8K +215 +17%
DI
3372
DDFG Inc
California
$216K -$4.73K -33 -2%
PR
3373
Payden & Rygel
California
$215K
SGC
3374
Slocum, Gordon & Co
Rhode Island
$215K -$6.73K -47 -3%
R
3375
Rebalance
California
$215K -$143 -1 -0.1%