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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 %
CWM
3451
Cranbrook Wealth Management
Michigan
$22.6K
AWM
3452
Activest Wealth Management
Florida
$22.2K -$50.9K -323 -70%
HF
3453
Halpern Financial
Virginia
$21K
RWA
3454
Redmont Wealth Advisors
Illinois
$20.3K +$20.3K +129 New
LAM
3455
Lummis Asset Management
Texas
$20K -$637K -4,040 -97%
EA
3456
Evolution Advisers
Virginia
$20K
HCA
3457
Heck Capital Advisors
Wisconsin
$19.7K
KIG
3458
Kessler Investment Group
Indiana
$19.7K
RTL
3459
Red Tortoise LLC
Georgia
$19.1K -$3.79K -24 -17%
RWPA
3460
Richard W. Paul & Associates
Michigan
$19.1K +$2.52K +16 +15%
FW
3461
Fairway Wealth
Ohio
$18.3K
ATC
3462
Advantage Trust Company
Kansas
$17.4K
RF
3463
Robbins Farley
New Hampshire
$15.8K
ACM
3464
Anfield Capital Management
California
$15.8K +$15.8K +100 New
EFP
3465
EnRich Financial Partners
Wisconsin
$15K +$15K +95 New
ITFISA
3466
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$12.9K -$122K -809 -90%
TVWM
3467
Tower View Wealth Management
Wisconsin
$12.7K -$5.86K -37 -32%
MWA
3468
Moser Wealth Advisors
Washington
$12.6K +$12.6K +80 New
GWM
3469
Guardian Wealth Management
Illinois
$12.6K +$157 +1 +1%
RBC
3470
Roble Belko & Company
Pennsylvania
$11K -$42.3K -273 -79%
MBFW
3471
Morton Brown Family Wealth
Pennsylvania
$10.7K -$1.42K -9 -12%
FA
3472
Financial Avengers
California
$10.5K +$159 +1 +2%
FIM
3473
FWL Investment Management
Texas
$8.83K -$22.1K -140 -71%
LFA
3474
Legend Financial Advisors
Pennsylvania
$8.36K
CJH
3475
Christopher J. Hasenberg
Wisconsin
$6.63K +$6.63K +42 New