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Chevron

3,449 hedge funds and large institutions have $195B invested in Chevron in 2024 Q3 according to their latest regulatory filings, with 176 funds opening new positions, 1,447 increasing their positions, 1,465 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,449
Holders Change
-23
Holders Change %
-0.66%
% of All Funds
49.88%
Holding in Top 10
99
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-22.66%
% of All Funds
1.43%
New
176
Increased
1,447
Reduced
1,465
Closed
163
Calls
$3.1B
Puts
$3.27B
Net Calls
-$163M
Net Calls Change
-$376M
Name Holding Trade Value Shares
Change
Shares
Change %
AI
901
Ariel Investments
Illinois
$5.72M +$917K +6,226 +19%
FTA
902
Financial & Tax Architects
Missouri
$5.71M +$155K +1,050 +3%
DT
903
Diversified Trust
Tennessee
$5.7M +$6.33K +43 +0.1%
ANTB
904
AMG National Trust Bank
Colorado
$5.7M -$1.53M -10,404 -21%
NEAM
905
New England Asset Management
Connecticut
$5.7M +$21.4K +145 +0.4%
PT
906
Plimoth Trust
Massachusetts
$5.67M +$29.3K +199 +0.5%
PJWM
907
Philip James Wealth Mangement
Georgia
$5.66M +$5.66M +38,432 New
HSA
908
HBK Sorce Advisory
Pennsylvania
$5.65M -$102K -690 -2%
PFS
909
Physicians Financial Services
North Carolina
$5.64M +$24.3K +165 +0.4%
CHC
910
City Holding Co
West Virginia
$5.63M -$37.3K -253 -0.7%
JAG
911
Journey Advisory Group
Kentucky
$5.63M
CWS
912
Confluence Wealth Services
Pennsylvania
$5.6M -$422K -2,863 -7%
WFG
913
Wills Financial Group
Virginia
$5.6M +$268K +1,817 +5%
HFM
914
Hartford Financial Management
Connecticut
$5.58M -$254K -1,728 -4%
TCM
915
Twin Capital Management
Pennsylvania
$5.58M +$1.44M +9,755 +35%
PSP
916
Principal Street Partners
Tennessee
$5.57M -$1.19M -8,051 -18%
ET
917
Equitable Trust
Tennessee
$5.56M +$501K +3,405 +10%
SRC
918
Shufro Rose & Co
New York
$5.55M
FWP
919
FAS Wealth Partners
Kansas
$5.54M +$367K +2,495 +7%
HVP
920
Hudson Value Partners
Florida
$5.53M +$127K +864 +2%
HWAM
921
Hennion & Walsh Asset Management
New Jersey
$5.52M -$892K -6,057 -14%
CT
922
Colonial Trust
South Carolina
$5.5M +$229K +1,556 +4%
CW
923
CreativeOne Wealth
Kansas
$5.49M +$1.5M +10,174 +38%
BFA
924
Bragg Financial Advisors
North Carolina
$5.48M -$71.7K -487 -1%
WP
925
WealthPLAN Partners
Nebraska
$5.47M -$1.3M -8,857 -19%