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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 %
RTL
3651
Red Tortoise LLC
Georgia
$20.4K -$1.16K -8 -5%
GLF
3652
Groupe la Francaise
France
$19.5K +$19.5K +81 New
EA
3653
Evolution Advisers
Virginia
$19K – – –
LAM
3654
Lummis Asset Management
Texas
$18.4K – – –
HCA
3655
Heck Capital Advisors
Wisconsin
$18.1K – – –
FCG
3656
Financial Connections Group
California
$18K – – –
CFS
3657
Compass Financial Services
Iowa
$17.1K +$17.1K +118 New
MBFW
3658
Morton Brown Family Wealth
Pennsylvania
$17.1K +$7.24K +50 +74%
FIA
3659
FPC Investment Advisory
California
$16.6K +$16.6K +111 New
OAJ
3660
Ogorek Anthony Joseph
New York
$16K +$140 +1 +0.9%
HWM
3661
HighMark Wealth Management
Minnesota
$15.6K -$82.1K -569 -84%
VFIC
3662
Valley Forge Investment Consultants
Pennsylvania
$14.5K -$55K -380 -79%
RF
3663
Robbins Farley
New Hampshire
$14.5K – – –
IA
3664
IFS Advisors
Kansas
$14K +$10.6K +73 +304%
SIM
3665
Synergy Investment Management
Florida
$12.9K +$12.9K +90 New
IMC
3666
Investment Management Corporation
Virginia
$12.6K +$12.6K +87 New
GWM
3667
Guardian Wealth Management
Illinois
$11.9K – – –
TVWM
3668
Tower View Wealth Management
Wisconsin
$11.7K +$145 +1 +1%
HHGA
3669
Halbert Hargrove Global Advisors
California
$11.7K +$11.7K +80 New
MWA
3670
Moser Wealth Advisors
Washington
$11.6K – – –
AIP
3671
Alexis Investment Partners
Texas
$10.7K +$10.7K +74 New
CF
3672
Conquis Financial
California
$10.4K +$10.4K +72 New
RBC
3673
Roble Belko & Company
Pennsylvania
$10K – – –
LAMC
3674
Longview Asset Management (California)
California
$9.85K +$9.85K +68 New
FA
3675
Financial Avengers
California
$9.85K +$145 +1 +1%
145 146
147
148 149