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Chevron

3,768 hedge funds and large institutions have $219B invested in Chevron in 2025 Q1 according to their latest regulatory filings, with 256 funds opening new positions, 1,661 increasing their positions, 1,506 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,768
Holders Change
+56
Holders Change %
+1.51%
% of All Funds
51.17%
Holding in Top 10
162
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+67.01%
% of All Funds
2.2%
New
256
Increased
1,661
Reduced
1,506
Closed
133
Calls
$5.04B
Puts
$3.67B
Net Calls
+$1.36B
Net Calls Change
+$743M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
3576
Aspect Partners
Virginia
$172K +$2.34K +14 +1%
IHWM
3577
Iron Horse Wealth Management
Iowa
$169K +$20.7K +124 +14%
MC
3578
Montag & Caldwell
Georgia
$167K
CSC
3579
Cove Street Capital
California
$167K
GBA
3580
Garrison Bradford & Associates
New York
$167K +$167K +1,000 New
NMG
3581
New Millennium Group
Utah
$163K -$6.52K -39 -4%
PSFG
3582
Park Square Financial Group
Georgia
$162K +$43.2K +258 +36%
CMP
3583
Coston McIsaac & Partners
Maine
$160K +$54.8K +329 +52%
PWM
3584
Proathlete Wealth Management
Florida
$159K +$159K +950 New
AT
3585
Avalon Trust
New Mexico
$158K +$32.6K +195 +26%
WCMN
3586
Westchester Capital Management (Nebraska)
Nebraska
$156K
PC
3587
Promus Capital
Illinois
$156K +$1.51K +9 +1%
EF
3588
Elite Financial
Idaho
$155K +$155K +929 New
CIAS
3589
CBIZ Investment Advisory Services
Ohio
$153K -$45.1K -270 -23%
W
3590
WealthCollab
Washington
$152K
DEM
3591
Disciplined Equity Management
Florida
$151K
RS
3592
Rakuten Securities
Japan
$150K -$51.9K -310 -26%
WFA
3593
West Financial Advisors
Iowa
$148K +$148K +886 New
SO
3594
Sierra Ocean
California
$148K +$19.7K +118 +15%
FFL
3595
Financial Freedom LLC
Ohio
$147K +$1K +6 +0.7%
CAWM
3596
Capital A Wealth Management
Pennsylvania
$142K +$53.5K +320 +61%
MAFA
3597
MJT & Associates Financial Advisory
Minnesota
$141K +$141K +841 New
OBWP
3598
O'Brien Wealth Partners
Massachusetts
$131K -$13.9K -83 -10%
CA
3599
Centerpoint Advisors
Massachusetts
$129K -$88.1K -528 -41%
MSFP
3600
Mark Sheptoff Financial Planning
Connecticut
$125K