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Chevron
CVX

Overview Fund Activity

3,471 hedge funds and large institutions have $214B invested in Chevron in 2024 Q2 according to their latest regulatory filings, with 168 funds opening new positions, 1,568 increasing their positions, 1,363 reducing their positions, and 133 closing their positions.

Holders
3,471
Holders Change
-15
Holders Change %
-0.43%
% of All Funds
50.49%
Holding in Top 10
128
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-8.57%
% of All Funds
1.86%
New
168
Increased
1,568
Reduced
1,363
Closed
133
Calls
$3.37B
Puts
$3.16B
Net Calls
+$214M
Net Calls Change
-$566M

Top Buyers

1
State Street
1
State Street
Massachusetts
$24.8B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.34B
3
Jane Street
3
Jane Street
New York
$449M
4
Bank of America
4
Bank of America
North Carolina
$4.95B
5
Macquarie Group
5
Macquarie Group
Australia
$325M

Top Sellers

1
GA
1
GFS Advisors
Texas
$9.23M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$64.5M
3
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$18.6B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$816M
5
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$56.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
3451
Guardian Wealth Management
Illinois
$12.6K +$156 +1 +1%
TVWM
3452
Tower View Wealth Management
Wisconsin
$12.6K – – –
MWA
3453
Moser Wealth Advisors
Washington
$12.5K – – –
LFA
3454
Legend Financial Advisors
Pennsylvania
$12.5K +$4.22K +27 +51%
PPWM
3455
PFG Private Wealth Management
Florida
$11.1K +$8.6K +55 +344%
MBFW
3456
Morton Brown Family Wealth
Pennsylvania
$11K – – –
RBC
3457
Roble Belko & Company
Pennsylvania
$11K – – –
FA
3458
Financial Avengers
California
$10.4K +$155 +1 +2%
HF
3459
Halpern Financial
Virginia
$9.39K -$11.1K -71 -54%
FIM
3460
FWL Investment Management
Texas
$8.76K – – –
CJH
3461
Christopher J. Hasenberg
Wisconsin
$6.57K – – –
PS
3462
PayPay Securities
Japan
$6.26K -$156 -1 -2%
BBPWM
3463
Blue Bell Private Wealth Management
Pennsylvania
$5.67K +$4.88K +31 +620%
VWWMG
3464
Vermillion & White Wealth Management Group
Pennsylvania
$4.69K – – –
ACA
3465
American Capital Advisory
Idaho
$4.62K -$18.6K -125 -80%
HCM
3466
Horrell Capital Management
Arkansas
$4K – – –
CAM
3467
ClariVest Asset Management
California
$3.91K -$1.25K -8 -24%
GI
3468
GS Investments
Minnesota
$3.29K – – –
IA
3469
IFS Advisors
Kansas
$3.28K +$1.72K +11 +110%
DWA
3470
Dougherty Wealth Advisers
Minnesota
$3.13K – – –
TJHA
3471
Thomas J. Herzfeld Advisors
Florida
$2.35K +$2.35K +15 New
HFS
3472
Horizon Financial Services
North Carolina
$1.88K – – –
FHC
3473
First Heartland Consultants
Missouri
$692 +$1 +9 +0.2%
IC
3474
Innealta Capital
Texas
$469 +$469 +3 New
NC
3475
NewSquare Capital
Pennsylvania
$65 -$1.64K -10 Closed
137 138
139
140 141