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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 %
I
3801
INVST
Indiana
– -$204K -1,388 Closed
KA
3802
Kercheville Advisors
Texas
– -$203K -1,380 Closed
TI
3803
Truepoint Inc
Ohio
– -$203K -1,377 Closed
AFA
3804
American Financial Advisors
Georgia
– -$202K -1,375 Closed
JCM
3805
Jag Capital Management
Missouri
– -$201K -1,366 Closed
MWA
3806
Motive Wealth Advisors
Michigan
– -$213K -1,362 Closed
SC
3807
Stephenson & Company
California
– -$200K -1,360 Closed
FWI
3808
Facet Wealth Inc
Maryland
– -$207K -1,351 Closed
FAM
3809
Flaharty Asset Management
Florida
– -$193K -1,313 Closed
EL
3810
EWA LLC
Pennsylvania
– -$203K -1,253 Closed
APC
3811
Aspire Private Capital
North Carolina
– -$155K -1,049 Closed
SFCL
3812
Strengthening Families & Communities LLC
Massachusetts
– -$132K -899 Closed
SHIM
3813
Stone House Investment Management
Pennsylvania
– -$127K -860 Closed
CPA
3814
Capital Performance Advisors
California
– -$124K -841 Closed
HGA
3815
Hobbs Group Advisors
South Carolina
– -$101K -685 Closed
MIM
3816
Macroview Investment Management
Maryland
– -$99.8K -678 Closed
GAG
3817
Goodman Advisory Group
Massachusetts
– -$77.5K -526 Closed
Walleye Trading
3818
Walleye Trading
New York
– -$73.6K -500 Closed
RWM
3819
Reston Wealth Management
Virginia
– -$63.9K -434 Closed
MWA
3820
MFA Wealth Advisors
Pennsylvania
– -$55.4K -376 Closed
AWA
3821
Authentikos Wealth Advisory
California
– -$48.5K -329 Closed
QL
3822
Quarry LP
New York
– -$47.1K -320 Closed
LFA
3823
Livelsberger Financial Advisory
Ohio
– -$46.9K -318 Closed
DI
3824
DAGCO Inc
Ohio
– -$42.4K -288 Closed
RA
3825
Rational Advisors
New York
– -$29K -197 Closed
150 151 152
153
154