We are live on ! Find out more
CVX icon

Chevron

4,258 hedge funds and large institutions have $299B invested in Chevron in 2026 Q1 according to their latest regulatory filings, with 477 funds opening new positions, 1,792 increasing their positions, 1,623 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

10% more repeat investments, than reductions

Existing positions increased: 1,792 | Existing positions reduced: 1,623

8% more funds holding

Funds holding: 3,9574,258 (+301)

0.53% less ownership

Funds ownership: 72.76%72.23% (-0.53%)

Holders
4,258
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
216
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.92B
Puts
$5.21B
Net Calls
Net Calls Change

Top Buyers

1 +$1.62B
2 +$1.3B
3 +$716M
4
BlackRock
BlackRock
New York
+$625M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$535M

Top Sellers

1 -$8.35B
2 -$485M
3 -$445M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$290M
5
Invesco
Invesco
Georgia
-$267M
Name Holding Trade Value Shares
Change
Change in
Stake
PRP
3676
Peak Retirement Planning
Ohio
$306K
KW
3677
KWB Wealth
California
$306K
MCFP
3678
Mallini Complete Financial Planning
Florida
$306K
KCM
3679
KRS Capital Management
Michigan
$305K
RTC
3680
Riverview Trust Company
Washington
$305K
BRG
3681
Bay Rivers Group
Virginia
$304K
IF
3682
IRON Financial
Illinois
$304K
CWA
3683
Clarus Wealth Advisors
Arizona
$303K
DIP
3684
Davis Investment Partners
North Carolina
$303K
IA
3685
IAM Advisory
Pennsylvania
$302K
OCM
3686
Objective Capital Management
Ohio
$302K
NC
3687
NewSquare Capital
Pennsylvania
$302K
HAS
3688
Horizon Advisory Services
New York
$301K
WA
3689
Waterford Advisors
New York
$301K
EWA
3690
Evolution Wealth Advisors
Florida
$300K
ZWA
3691
Zinnia Wealth Advisory
Florida
$300K
NC
3692
nVerses Capital
Florida
$300K
SIM
3693
SSI Investment Management
California
$299K
CC
3694
Cypress Capital
Tennessee
$298K
HIG
3695
Heritage Investment Group
Florida
$298K
HWM
3696
HRC Wealth Management
Idaho
$297K
DI
3697
DDFG Inc
California
$297K
PFM
3698
Phillips Financial Management
Indiana
$297K
AP
3699
Advisortrust Partners
North Carolina
$297K
CWM
3700
Circle Wealth Management
New Jersey
$296K