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Chevron

3,633 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, 1,578 increasing their positions, 1,559 reducing their positions, and 224 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,633
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
1,578
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 %
IHWM
3451
Iron Horse Wealth Management
Iowa
$150K +$5.44K +38 +4%
BWM
3452
Bernard Wealth Management
Michigan
$149K -$4.44K -31 -3%
MFT
3453
Moisand Fitzgerald Tamayo
Florida
$148K
TC
3454
Trust Company
Kansas
$148K +$43.5K +304 +42%
MC
3455
Montag & Caldwell
Georgia
$143K
GBA
3456
Garrison Bradford & Associates
New York
$143K
RS
3457
Rakuten Securities
Japan
$138K +$9.45K +66 +7%
W
3458
WealthCollab
Washington
$137K +$7.16K +50 +6%
CMP
3459
Coston McIsaac & Partners
Maine
$137K +$143 +1 +0.1%
PWM
3460
Proathlete Wealth Management
Florida
$136K
PC
3461
Promus Capital
Illinois
$135K +$1.43K +10 +1%
WCMN
3462
Westchester Capital Management (Nebraska)
Nebraska
$133K
DEM
3463
Disciplined Equity Management
Florida
$129K
FFL
3464
Financial Freedom LLC
Ohio
$127K +$1K +7 +0.8%
WFA
3465
West Financial Advisors
Iowa
$127K
PSFG
3466
Park Square Financial Group
Georgia
$125K -$13.3K -93 -10%
AT
3467
Avalon Trust
New Mexico
$123K -$12.2K -85 -9%
MAFA
3468
MJT & Associates Financial Advisory
Minnesota
$119K -$1.15K -8 -1%
MSFP
3469
Mark Sheptoff Financial Planning
Connecticut
$117K +$10.5K +73 +10%
CSC
3470
Cove Street Capital
California
$115K -$28.6K -200 -20%
CA
3471
Centerpoint Advisors
Massachusetts
$114K +$3.57K +25 +3%
CIAS
3472
CBIZ Investment Advisory Services
Ohio
$113K -$17.3K -121 -13%
MS
3473
Marshall & Sullivan
Washington
$110K +$110K +769 New
DWM
3474
Darwin Wealth Management
Florida
$109K +$48.3K +337 +80%
NC
3475
NewSquare Capital
Pennsylvania
$108K +$33.7K +235 +45%