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Chevron
CVX

Overview Fund Activity

3,709 hedge funds and large institutions have $197B invested in Chevron in 2024 Q4 according to their latest regulatory filings, with 447 funds opening new positions, 1,470 increasing their positions, 1,467 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,709
Holders Change
+261
Holders Change %
+7.57%
% of All Funds
49.39%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
1.29%
New
447
Increased
1,470
Reduced
1,467
Closed
119
Calls
$4B
Puts
$3.38B
Net Calls
+$620M
Net Calls Change
+$782M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$2.1B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$2.39B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$388M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.27B
5
Amundi
5
Amundi
France
$1.32B

Top Sellers

1
State Street
1
State Street
Massachusetts
$21.7B
2
BlackRock
2
BlackRock
New York
$17.6B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.09B
4
IAIM
4
International Assets Investment Management
Florida
$4.65M
5
PFA
5
Pathway Financial Advisers
Indiana
$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
3501
Davis Capital Management
Florida
$176K +$86.8K +599 +97%
OWP
3502
ORG Wealth Partners
Texas
$175K -$3.91K -27 -2%
RS
3503
Rakuten Securities
Japan
$175K -$62K -428 -26%
CIAS
3504
CBIZ Investment Advisory Services
Ohio
$171K +$9.85K +68 +6%
MCI
3505
MRP Capital Investments
Georgia
$166K – – –
CAM
3506
Clarity Asset Management
Iowa
$164K +$145 +1 +0.1%
LJHT
3507
Laurie J. Hall Trustee
$164K – – –
VFA
3508
Values First Advisors
Tennessee
$162K +$1.59K +11 +1%
PGAM
3509
Princeton Global Asset Management
New Jersey
$161K -$224K -1,550 -58%
MIFH
3510
Migdal Insurance & Financial Holdings
Israel
$161K -$154K -1,061 -49%
CWM
3511
Cranbrook Wealth Management
Michigan
$161K -$7.82K -54 -5%
TC
3512
Truvestments Capital
Florida
$152K -$24.2K -167 -14%
BP
3513
BNP Paribas
France
$151K -$9.96K -65 -6%
BWM
3514
Bernard Wealth Management
Michigan
$151K +$151K +1,040 New
AP
3515
Aspect Partners
Virginia
$147K +$435 +3 +0.3%
NMG
3516
New Millennium Group
Utah
$147K +$4.49K +31 +3%
CSC
3517
Cove Street Capital
California
$145K – – –
MC
3518
Montag & Caldwell
Georgia
$145K +$145K +1,000 New
CWM
3519
Copia Wealth Management
Oregon
$140K +$140K +964 New
TCM
3520
TD Capital Management
Tennessee
$138K +$5.07K +35 +4%
WI
3521
Wintrust Investments
Illinois
$137K -$25.4K -176 -16%
GKIM
3522
GW&K Investment Management
Massachusetts
$136K +$15.9K +110 +13%
WCMN
3523
Westchester Capital Management (Nebraska)
Nebraska
$135K – – –
PC
3524
Promus Capital
Illinois
$134K +$134K +922 New
EBA
3525
Eagle Bay Advisors
New York
$132K -$49.5K -342 -27%
139 140
141
142 143