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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 %
HCM
3776
Hilton Capital Management
New York
– -$271K -1,837 Closed
CKAIS
3777
Christensen King & Associates Investment Services
Washington
– -$264K -1,795 Closed
AFGAS
3778
Allegiance Financial Group Advisory Services
Virginia
– -$257K -1,743 Closed
CAM
3779
Clark Asset Management
New Hampshire
– -$251K -1,702 Closed
BONST
3780
Bank of Nova Scotia Trust
Ontario, Canada
– -$250K -1,700 Closed
SFA
3781
Seneca Financial Advisors
New York
– -$250K -1,698 Closed
PAG
3782
Private Advisory Group
Washington
– -$247K -1,675 Closed
KFSC
3783
Keystone Financial Services (Colorado)
Colorado
– -$246K -1,673 Closed
BIA
3784
Benchmark Investment Advisors
Illinois
– -$245K -1,660 Closed
PNAA
3785
Pictet North America Advisors
Switzerland
– -$242K -1,645 Closed
BIA
3786
Bigelow Investment Advisors
Maine
– -$240K -1,630 Closed
DFG
3787
Demars Financial Group
Washington
– -$240K -1,628 Closed
LCM
3788
LRT Capital Management
Texas
– -$236K -1,602 Closed
FWM
3789
Fonville Wealth Management
Virginia
– -$233K -1,584 Closed
LFA
3790
Longview Financial Advisors
Alabama
– -$230K -1,564 Closed
ARC
3791
Advisor Resource Council
Texas
– -$228K -1,548 Closed
EWM
3792
Executive Wealth Management
Michigan
– -$226K -1,538 Closed
CWA
3793
Cascade Wealth Advisors
Washington
– -$224K -1,524 Closed
WCFA
3794
Walkner Condon Financial Advisors
Wisconsin
– -$223K -1,517 Closed
AWA
3795
Aletheian Wealth Advisors
Washington
– -$220K -1,496 Closed
CCAL
3796
City Center Advisors LLC
Michigan
– -$213K -1,444 Closed
CCM
3797
Chiron Capital Management
Florida
– -$209K -1,417 Closed
AMCA
3798
Arthur M. Cohen & Associates
Illinois
– -$210K -1,405 Closed
M1FG
3799
Mach-1 Financial Group
Arkansas
– -$207K -1,400 Closed
SCM
3800
Sollinda Capital Management
Florida
– -$205K -1,389 Closed
150 151
152
153 154