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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 %
RFG
3626
REAP Financial Group
Texas
$36.7K -$18.5K -128 -34%
CMA
3627
Cedar Mountain Advisors
Oregon
$36.2K -$29.1K -201 -45%
LIA
3628
Luken Investment Analytics
Tennessee
$36.2K – – –
FFWM
3629
Future Financial Wealth Management
Ohio
$34.2K -$28.7K -198 -46%
NWM
3630
Nova Wealth Management
Florida
$33.3K +$33.3K +230 New
NWM
3631
Navigoe Wealth Management
California
$33K +$33K +234 New
UOTTAIMCU
3632
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$30.3K +$2.32K +16 +8%
PIS
3633
POM Investment Strategies
North Carolina
$30.1K +$290 +2 +1%
FW
3634
Fairway Wealth
Ohio
$29.5K +$12.7K +88 +76%
KHC
3635
Koesten Hirschmann & Crabtree
Kansas
$29K – – –
APW
3636
Atlantic Private Wealth
North Carolina
$29K – – –
1L
3637
10Elms LLP
Oklahoma
$29K +$29K +200 New
MS
3638
Mizuho Securities
Japan
$28.6K +$28.6K +200 New
TWD
3639
True Wealth Design
Ohio
$26.5K -$145 -1 -0.5%
ACM
3640
Anfield Capital Management
California
$25.9K -$3.48K -24 -12%
BFS
3641
Bare Financial Services
Pennsylvania
$25.8K – – –
IWM
3642
IMG Wealth Management
Florida
$25.2K +$25.2K +174 New
BC
3643
Bayforest Capital
United Kingdom
$24.6K +$24.6K +170 New
RWPA
3644
Richard W. Paul & Associates
Michigan
$24.5K +$6.08K +42 +33%
SMAM
3645
Sugar Maple Asset Management
Wisconsin
$24.5K +$24.5K +169 New
HC
3646
Hoese & Co
Minnesota
$24.3K – – –
KOCAA
3647
Knights of Columbus Asset Advisors
Connecticut
$23.8K – – –
BMC
3648
Bear Mountain Capital
Washington
$23.1K – – –
EFP
3649
EnRich Financial Partners
Wisconsin
$23K +$9.27K +64 +67%
RCA
3650
Runnymede Capital Advisors
Ohio
$20.9K +$20.9K +144 New
144 145
146
147 148