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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 %
NC
3626
North Capital
Utah
$99.4K +$99.4K +594 New
MCI
3627
MRP Capital Investments
Georgia
$94.4K -$97.7K -584 -51%
CWM
3628
CarsonAllaria Wealth Management
Illinois
$93.9K +$669 +4 +0.7%
CYG
3629
Clean Yield Group
Vermont
$90.8K -$50.2K -300 -36%
CWM
3630
Copia Wealth Management
Oregon
$90K -$71.3K -426 -44%
HNW
3631
High Note Wealth
Minnesota
$88.7K
DPW
3632
DiNuzzo Private Wealth
Pennsylvania
$88.5K +$1K +6 +1%
MWM
3633
MorganRosel Wealth Management
Colorado
$88.3K +$88.3K +528 New
NC
3634
NewSquare Capital
Pennsylvania
$87.2K +$76.5K +457 +714%
OCM
3635
Orion Capital Management
California
$86.8K +$16.6K +99 +24%
WPWM
3636
Western Pacific Wealth Management
Illinois
$86.7K +$167 +1 +0.2%
DI
3637
DAGCO Inc
Ohio
$86.1K +$86.1K +515 New
LI
3638
Louisbourg Investments
New Brunswick, Canada
$83.6K
SCA
3639
Stuart Chaussee & Associates
California
$83.6K
GAG
3640
Goodman Advisory Group
Massachusetts
$83.5K +$83.5K +499 New
FDW
3641
Fourth Dimension Wealth
Ohio
$82.8K +$36.5K +218 +79%
WPA
3642
Wealth Preservation Advisors
Tennessee
$81.8K +$81.8K +489 New
FAM
3643
Flaharty Asset Management
Florida
$81.8K +$81.8K +489 New
BFP
3644
Briaud Financial Planning
Texas
$81K
VWA
3645
Valued Wealth Advisors
Utah
$80.8K +$669 +4 +0.8%
BFS
3646
Burkett Financial Services
South Carolina
$80K +$837 +5 +1%
CPG
3647
Cornerstone Planning Group
New Jersey
$79.9K +$13.4K +98 +20%
PWMG
3648
Private Wealth Management Group
New Jersey
$78.1K -$10.7K -64 -12%
NWM
3649
Nova Wealth Management
Florida
$78K +$39.5K +236 +103%
RAM
3650
Ramirez Asset Management
New York
$77.6K