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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 %
CWM
3676
Consultiva Wealth Management
Puerto Rico
$9.7K +$9.7K +67 New
NC
3677
NewSquare Capital
Pennsylvania
$9.33K +$9.33K +64 New
FIM
3678
FWL Investment Management
Texas
$8.11K – – –
ICCON
3679
Investment Counsel Company of Nevada
Nevada
$7.24K +$7.24K +50 New
CWA
3680
Carolina Wealth Advisors
South Carolina
$6.66K -$34.6K -239 -84%
LIS
3681
Legacy Investment Solutions
Idaho
$6.26K -$21.7K -142 -78%
LWMI
3682
Legacy Wealth Management (Idaho)
Idaho
$6.26K -$21.7K -142 -78%
CIM
3683
Contravisory Investment Management
Massachusetts
$6.23K +$6.23K +43 New
PS
3684
PayPay Securities
Japan
$6.08K -$724 -5 -11%
CJH
3685
Christopher J. Hasenberg
Wisconsin
$6.08K – – –
PWA
3686
Principia Wealth Advisory
Texas
$6.08K +$6.08K +42 New
WCM
3687
WealthTrak Capital Management
Virginia
$5.94K +$5.94K +41 New
FS
3688
Financially Speaking
Colorado
$5.79K +$5.79K +40 New
WW
3689
Winnow Wealth
Texas
$5.77K +$5.77K +40 New
CPA
3690
Compass Planning Associates
Massachusetts
$5.52K +$5.52K +38 New
NS
3691
NBC Securities
Alabama
$5.38K -$5.69M -39,175 -100%
BBPWM
3692
Blue Bell Private Wealth Management
Pennsylvania
$4.49K -$2.61K -18 -37%
DCM
3693
Disciplina Capital Management
Tennessee
$4.35K – – –
DP
3694
Denver PWM
Colorado
$4.35K -$9.42K -65 -68%
VWWMG
3695
Vermillion & White Wealth Management Group
Pennsylvania
$4.35K – – –
HFM
3696
Harvest Fund Management
China
$4K – – –
CI
3697
Clal Insurance
Israel
$4K +$4K +26 New
LFA
3698
Legend Financial Advisors
Pennsylvania
$3.91K +$3.91K +27 New
ACA
3699
American Capital Advisory
Idaho
$3.77K -$145 -1 -4%
LOIP
3700
Live Oak Investment Partners
Texas
$3.48K -$2.29M – –
146 147
148
149 150