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Chevron

3,472 hedge funds and large institutions have $214B invested in Chevron in 2024 Q2 according to their latest regulatory filings, with 168 funds opening new positions, 1,569 increasing their positions, 1,363 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,472
Holders Change
-16
Holders Change %
-0.46%
% of All Funds
50.49%
Holding in Top 10
128
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-8.57%
% of All Funds
1.86%
New
168
Increased
1,569
Reduced
1,363
Closed
134
Calls
$3.37B
Puts
$3.16B
Net Calls
+$214M
Net Calls Change
-$566M
Name Holding Trade Value Shares
Change
Shares
Change %
NIM
451
Northeast Investment Management
Massachusetts
$18.8M -$28.5K -182 -0.2%
SSWM
452
Smith Salley Wealth Management
North Carolina
$18.7M +$646K +4,129 +4%
CIC
453
Canal Insurance Company
South Carolina
$18.7M
UBV
454
United Bank (Virginia)
Virginia
$18.6M -$680K -4,349 -4%
BFEC
455
Benjamin F. Edwards & Company
Missouri
$18.5M +$1.51M +9,648 +9%
H
456
HoyleCohen
California
$18.5M -$206K -1,314 -1%
SW
457
SVB Wealth
Massachusetts
$18.5M -$546K -3,491 -3%
Lido Advisors
458
Lido Advisors
California
$18.4M +$1.22M +7,782 +7%
RIA
459
RPG Investment Advisory
California
$18.3M +$1.28M +8,153 +7%
BG
460
Bollard Group
Massachusetts
$18.3M +$1.02M +6,545 +6%
GD
461
Grandfield & Dodd
New York
$18.3M -$119K -763 -0.6%
MLL
462
Moody Lynn & Lieberson
Massachusetts
$18.2M +$1.15M +7,370 +7%
Kovitz Investment Group Partners
463
Kovitz Investment Group Partners
Illinois
$18.2M +$8.82M +56,394 +94%
WS
464
Wedbush Securities
California
$18.1M +$420K +2,683 +2%
FFP
465
FourThought Financial Partners
Florida
$18.1M +$2.08M +13,317 +13%
FNBOO
466
First National Bank of Omaha
Nebraska
$18M +$1.51M +9,668 +9%
KCM
467
Kanawha Capital Management
Virginia
$17.9M +$583K +3,724 +3%
SA
468
SpiderRock Advisors
Delaware
$17.9M +$695K +4,440 +4%
DAS
469
Dynamic Advisor Solutions
Arizona
$17.9M +$1.66M +10,617 +10%
ETC
470
Exchange Traded Concepts
Oklahoma
$17.8M +$676K +4,319 +4%
BWM
471
Buckley Wealth Management
Nevada
$17.8M -$41K -262 -0.2%
BFO
472
Boston Family Office
Massachusetts
$17.8M +$275K +1,755 +2%
FCBT
473
First Citizens Bank & Trust
North Carolina
$17.7M +$549K +3,511 +3%
AAM
474
AR Asset Management
California
$17.7M
BRWA
475
B. Riley Wealth Advisors
Florida
$17.6M -$1.41M -9,029 -7%