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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 %
DRS
3351
Deane Retirement Strategies
Louisiana
$133K
SIC
3352
SJS Investment Consulting
Ohio
$130K -$9.31K -59 -7%
AWM
3353
Abound Wealth Management
Tennessee
$129K -$62.6K -397 -33%
DCM
3354
Disciplina Capital Management
Tennessee
$129K +$1.42K +9 +1%
SRCM
3355
Signature Resources Capital Management
California
$127K
TCG
3356
Transcendent Capital Group
Oklahoma
$126K +$61.9K +392 +96%
HWM
3357
HighMark Wealth Management
Minnesota
$123K -$4.49K -26 -4%
WCM
3358
Westend Capital Management
California
$119K +$119K +752 New
LWA
3359
Lowe Wealth Advisors
Maryland
$116K
UIA
3360
Ulland Investment Advisors
Minnesota
$113K
MWM
3361
Mascoma Wealth Management
New Hampshire
$112K -$5.21K -33 -4%
MSG
3362
Main Street Group
Virginia
$112K +$26.5K +167 +31%
IRAG
3363
Investment Research & Advisory Group
Georgia
$111K
NJIM
3364
Nabity-Jensen Investment Management
Nebraska
$111K
MSFP
3365
Mark Sheptoff Financial Planning
Connecticut
$110K -$15.8K -100 -13%
FWA
3366
FSC Wealth Advisors
New York
$109K +$316 +2 +0.3%
MIM
3367
Macroview Investment Management
Maryland
$107K +$3.47K +22 +3%
PG
3368
Proffitt & Goodson
Tennessee
$105K
CTWM
3369
Cherry Tree Wealth Management
Minnesota
$105K +$6.31K +40 +6%
NA
3370
Nordwand Advisors
Pennsylvania
$101K
CMP
3371
Coston McIsaac & Partners
Maine
$99K +$2.37K +15 +2%
TCM
3372
Tradewinds Capital Management
Washington
$98.6K -$1.74K -11 -2%
RFG
3373
REAP Financial Group
Texas
$98.4K -$260K -1,647 -73%
GKIM
3374
GW&K Investment Management
Massachusetts
$98K +$3.17K +20 +3%
MCM
3375
MidAtlantic Capital Management
Virginia
$97.6K