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Chevron

3,768 hedge funds and large institutions have $219B invested in Chevron in 2025 Q1 according to their latest regulatory filings, with 256 funds opening new positions, 1,661 increasing their positions, 1,506 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,768
Holders Change
+56
Holders Change %
+1.51%
% of All Funds
51.17%
Holding in Top 10
162
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+67.01%
% of All Funds
2.2%
New
256
Increased
1,661
Reduced
1,506
Closed
133
Calls
$5.04B
Puts
$3.67B
Net Calls
+$1.36B
Net Calls Change
+$743M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
3351
SNS Financial Group
Minnesota
$262K +$20.2K +121 +8%
CWA
3352
Consilio Wealth Advisors
Washington
$262K +$27.9K +167 +12%
LC
3353
Landaas & Company
Wisconsin
$262K
DWS
3354
Dynamic Wealth Strategies
California
$262K -$7.36K -44 -3%
KBFS
3355
Kohmann Bosshard Financial Services
Ohio
$262K -$61.9K -370 -19%
4WM
3356
4J Wealth Management
Virginia
$261K
MCM
3357
Mitchell Capital Management
Kansas
$261K +$10K +60 +4%
MWM
3358
MBE Wealth Management
Wisconsin
$260K -$10.9K -65 -4%
CC
3359
Capstone Capital
Nevada
$260K +$1.84K +11 +0.7%
LAS
3360
Lloyd Advisory Services
Georgia
$260K +$23.4K +140 +10%
BWA
3361
Bestgate Wealth Advisors
Maryland
$259K -$4.18K -25 -2%
SCM
3362
Sage Capital Management
New Jersey
$259K
WAOI
3363
Wealth Advisors of Iowa
Iowa
$259K +$7.86K +47 +3%
SGC
3364
Slocum, Gordon & Co
Rhode Island
$259K
MSA
3365
McAlister Sweet & Associates
Texas
$258K +$258K +1,543 New
DI
3366
DDFG Inc
California
$258K
MIM
3367
Meixler Investment Management
Arizona
$258K -$25.1K -150 -9%
OCPWS
3368
One Charles Private Wealth Services
Massachusetts
$258K
NA
3369
Novus Advisors
South Carolina
$257K -$335 -2 -0.1%
SHJ
3370
Sharkey, Howes & Javer
Colorado
$257K -$158K -946 -38%
CWA
3371
Canvas Wealth Advisors
Kansas
$256K -$22.1K -161 -8%
PFG
3372
Putney Financial Group
California
$256K -$186K -1,114 -42%
MQWP
3373
Morey & Quinn Wealth Partners
Nebraska
$255K +$5.19K +31 +2%
CWM
3374
Crowley Wealth Management
Delaware
$255K +$1.84K +11 +0.7%
EWA
3375
Evolution Wealth Advisors
Florida
$254K -$11.7K -70 -4%