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Chevron

3,488 hedge funds and large institutions have $212B invested in Chevron in 2024 Q1 according to their latest regulatory filings, with 227 funds opening new positions, 1,661 increasing their positions, 1,271 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,488
Holders Change
+45
Holders Change %
+1.31%
% of All Funds
50.56%
Holding in Top 10
140
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-9.68%
% of All Funds
2.03%
New
227
Increased
1,661
Reduced
1,271
Closed
138
Calls
$4.8B
Puts
$4.02B
Net Calls
+$780M
Net Calls Change
+$1.14B
Name Holding Trade Value Shares
Change
Shares
Change %
NPT
626
Nixon Peabody Trust
Massachusetts
$11.3M +$503K +3,187 +5%
JFL
627
Jarislowsky, Fraser Ltd
Quebec, Canada
$11.2M -$855K -5,419 -7%
WANY
628
Wealthspire Advisors (New York)
New York
$11.2M -$297K -1,886 -3%
AIP
629
ARS Investment Partners
New York
$11.2M +$66.7K +423 +0.6%
CTA
630
Colonial Trust Advisors
South Carolina
$11.2M -$16.9K -107 -0.2%
CIC
631
Cutler Investment Counsel
Oregon
$11.2M -$224K -1,423 -2%
BCM
632
BTC Capital Management
Iowa
$11.1M +$11.1M +70,236 New
SW
633
Simplicity Wealth
New Jersey
$11.1M +$10.8M +68,534 +4,179%
BFS
634
Bard Financial Services
Connecticut
$11.1M +$189K +1,200 +2%
MLICM
635
Metropolitan Life Insurance Company (MetLife)
New York
$11M -$237K -1,505 -2%
EIP
636
Energy Income Partners
Connecticut
$11M -$6.13M -38,858 -36%
VWA
637
Visionary Wealth Advisors
Illinois
$11M +$575K +3,648 +6%
PAI
638
Pittenger & Anderson Inc
Nebraska
$11M +$510K +3,231 +5%
FA
639
Fagan Associates
New York
$11M +$423K +2,683 +4%
MWM
640
Meridian Wealth Management
Kentucky
$11M +$1.4M +8,901 +15%
MMA
641
Mizuho Markets Americas
New York
$10.9M +$6.38M +40,453 +140%
TMAM
642
Tokio Marine Asset Management
Japan
$10.9M +$383K +2,431 +4%
TCM
643
Tufton Capital Management
Maryland
$10.9M +$283K +1,795 +3%
BWP
644
Baldwin Wealth Partners
Massachusetts
$10.9M -$237K -1,500 -2%
SCA
645
Snowden Capital Advisors
New York
$10.8M +$3.34M +21,192 +45%
GCA
646
Guardian Capital Advisors
Ontario, Canada
$10.8M -$88.5K -566 -0.8%
CIA
647
CCM Investment Advisers
South Carolina
$10.8M +$47.3K +300 +0.4%
KA
648
Kovack Advisors
Florida
$10.8M +$3.69M +23,415 +52%
AWM
649
Apollon Wealth Management
South Carolina
$10.7M +$565K +3,579 +6%
APP
650
Avantax Planning Partners
Iowa
$10.7M +$4.66M +29,520 +77%