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Chevron

3,712 hedge funds and large institutions have $197B invested in Chevron in 2024 Q4 according to their latest regulatory filings, with 448 funds opening new positions, 1,471 increasing their positions, 1,467 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,712
Holders Change
+263
Holders Change %
+7.63%
% of All Funds
49.41%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
1.29%
New
448
Increased
1,471
Reduced
1,467
Closed
119
Calls
$4B
Puts
$3.38B
Net Calls
+$620M
Net Calls Change
+$782M
Name Holding Trade Value Shares
Change
Shares
Change %
IWP
3351
IAG Wealth Partners
Wisconsin
$238K -$106K -731 -31%
WCM
3352
WealthBridge Capital Management
Ohio
$237K -$35.5K -245 -13%
AFAS
3353
Acorn Financial Advisory Services
Virginia
$237K +$724 +5 +0.3%
SF
3354
Safeguard Financial
Wisconsin
$237K -$158K -1,091 -40%
GWM
3355
GDS Wealth Management
Texas
$237K -$38.5K -266 -14%
DI
3356
Disciplined Investors
Texas
$236K +$236K +1,520 New
RBCM
3357
Raub Brock Capital Management
California
$236K +$1.01K +7 +0.4%
CFG
3358
Clayton Financial Group
Missouri
$236K
NCM
3359
Northwest Capital Management
Oregon
$236K
AIA
3360
Alternative Investment Advisors
Florida
$236K +$236K +1,627 New
MWM
3361
MBE Wealth Management
Wisconsin
$235K +$235K +1,621 New
IF
3362
Integrity Financial
Wyoming
$234K +$234K +1,618 New
SRWM
3363
Shira Ridge Wealth Management
California
$234K -$5.65K -39 -2%
PWS
3364
Peterson Wealth Services
Utah
$233K +$2.03K +14 +0.9%
SWIG
3365
Strategic Wealth Investment Group
Kentucky
$233K -$2.17K -15 -0.9%
DWS
3366
Dynamic Wealth Strategies
California
$233K -$53.6K -370 -19%
GCM
3367
G2 Capital Management
Ohio
$233K
SSW
3368
Stone Summit Wealth
Florida
$232K -$12K -83 -5%
WW
3369
Westshore Wealth
California
$232K
WLIM
3370
White Lighthouse Investment Management
Massachusetts
$232K +$13K +90 +6%
C
3371
Covestor
United Kingdom
$232K +$23.3K +161 +11%
SC
3372
Sykon Capital
New York
$232K -$14.5K -100 -6%
GA
3373
Gordian Advisors
Arizona
$232K
MF
3374
Montis Financial
Massachusetts
$232K +$17.7K +122 +8%
WFA
3375
Websterrogers Financial Advisors
South Carolina
$232K +$869 +6 +0.4%