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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 %
TCM
3376
TruNorth Capital Management
Michigan
$96.7K +$96.7K +613 New
OCM
3377
Orion Capital Management
California
$93.9K -$24.3K -154 -21%
DCM
3378
Davis Capital Management
Florida
$90K
SHIM
3379
Stone House Investment Management
Pennsylvania
$88.9K -$3.16K -20 -3%
FFO
3380
Fortitude Family Office
Arizona
$86.6K -$5.84K -37 -6%
DWM
3381
Dogwood Wealth Management
Kansas
$85.8K +$946 +6 +1%
DPW
3382
DiNuzzo Private Wealth
Pennsylvania
$85.7K -$158 -1 -0.2%
FG
3383
Fairman Group
Pennsylvania
$80.8K -$58.4K -370 -42%
LI
3384
Louisbourg Investments
New Brunswick, Canada
$78.9K
GAG
3385
Goodman Advisory Group
Massachusetts
$78.7K
AFS
3386
Annapolis Financial Services
Maryland
$78.1K
TCM
3387
Tributary Capital Management
Nebraska
$77.3K +$77.3K +490 New
BFP
3388
Briaud Financial Planning
Texas
$77K +$77K +487 New
FDCP
3389
Foster Dykema Cabot & Partners
Massachusetts
$75.2K -$789 -5 -1%
KWAG
3390
Kiely Wealth Advisory Group
North Carolina
$73.9K
CMA
3391
Cedar Mountain Advisors
Oregon
$73.3K
PWMG
3392
Private Wealth Management Group
New Jersey
$73.2K +$9.94K +63 +16%
RAM
3393
Ramirez Asset Management
New York
$73.2K
RWM
3394
Ruedi Wealth Management
Illinois
$72.4K
TC
3395
Tacita Capital
Ontario, Canada
$72.4K +$8.68K +55 +14%
BFS
3396
Burkett Financial Services
South Carolina
$72.3K +$788 +5 +1%
SC
3397
Stephens Consulting
Michigan
$71.8K
BIM
3398
Breakwater Investment Management
Washington
$71.5K +$71.5K +453 New
CH
3399
Canton Hathaway
Rhode Island
$71K
MIA
3400
MeadowBrook Investment Advisors
Michigan
$69.7K -$31.5K -200 -31%