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Chevron

4,254 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, 1,790 increasing their positions, 1,622 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: 1,790 | Existing positions reduced: 1,622

8% more funds holding

Funds holding: 3,9554,254 (+299)

0.53% less ownership

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

Holders
4,254
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
SMA
3701
Sage Mountain Advisors
Georgia
$295K
JHC
3702
J. Hagan Capital
Kentucky
$295K
CWM
3703
Cedar Wealth Management
California
$294K
BHA
3704
Beech Hill Advisors
New York
$294K
MAG
3705
M3 Advisory Group
Massachusetts
$293K
OWA
3706
OakTrust Wealth Advisors
Connecticut
$293K
MCM
3707
M1 Capital Management
Michigan
$292K
IPA
3708
Investment Planning Advisors
Georgia
$292K
XSC
3709
X-Square Capital
Puerto Rico
$292K
SIAM
3710
Sterling Investment Advisors (Missouri)
Missouri
$292K
WAOI
3711
Wealth Advisors of Iowa
Iowa
$291K
SWRP
3712
Summit Wealth & Retirement Planning
California
$291K
SIC
3713
Sage Investment Counsel
Tennessee
$291K
LP
3714
LB Partners
Virginia
$290K
WH
3715
Whitcomb & Hess
Ohio
$289K
AFAS
3716
Acorn Financial Advisory Services
Virginia
$289K
HHRDM
3717
H&H Retirement Design & Management
Nevada
$289K
AWM
3718
Affinity Wealth Management
Delaware
$288K
BWA
3719
Bestgate Wealth Advisors
Maryland
$288K
MQWP
3720
Morey & Quinn Wealth Partners
Nebraska
$287K
RWI
3721
Red Wave Investments
Pennsylvania
$287K
AWM
3722
Ariadne Wealth Management
California
$286K
TCMP
3723
Thrive Capital Management (Pennsylvania)
Pennsylvania
$286K
TCM
3724
TABR Capital Management
California
$286K
OWM
3725
Opes Wealth Management
California
$286K