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Chevron

3,768 hedge funds and large institutions have $219B invested in Chevron in 2025 Q1 according to their latest regulatory filings, with 256 funds opening new positions, 1,660 increasing their positions, 1,507 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,768
Holders Change
+56
Holders Change %
+1.51%
% of All Funds
51.18%
Holding in Top 10
162
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+67.01%
% of All Funds
2.2%
New
256
Increased
1,660
Reduced
1,507
Closed
133
Calls
$5.04B
Puts
$3.67B
Net Calls
+$1.36B
Net Calls Change
+$743M
Name Holding Trade Value Shares
Change
Shares
Change %
WSWA
901
Warren Street Wealth Advisors
California
$6.36M -$653K -3,905 -9%
QC
902
Quantessence Capital
New York
$6.36M +$202K +1,207 +3%
PAMG
903
Patton Albertson Miller Group
Tennessee
$6.34M -$2.12M -12,656 -25%
CAC
904
Core Alternative Capital
Georgia
$6.33M -$1.28M -7,670 -17%
AI
905
Ariel Investments
Illinois
$6.32M -$178K -1,064 -3%
KB
906
Kimelman & Baird
New York
$6.3M
PSP
907
Principal Street Partners
Tennessee
$6.3M +$242K +1,446 +4%
CGPCS
908
Capital Group Private Client Services
California
$6.29M -$29.6M -176,978 -82%
IB
909
Intrust Bank
Kansas
$6.28M +$250K +1,494 +4%
SC
910
Schulhoff & Co
Ohio
$6.28M -$39.1K -234 -0.6%
VWM
911
Venturi Wealth Management
Texas
$6.27M +$713K +4,265 +13%
CTA
912
Chesley Taft & Associates
Illinois
$6.22M +$190K +1,136 +3%
LDB
913
Lee, Danner & Bass
Tennessee
$6.2M -$46.2K -276 -0.7%
GIA
914
GHP Investment Advisors
Colorado
$6.2M +$444K +2,654 +8%
HFM
915
Hartford Financial Management
Connecticut
$6.15M -$80.3K -480 -1%
WP
916
WealthPLAN Partners
Nebraska
$6.14M +$116K +696 +2%
CIS
917
Capital International Sarl
California
$6.14M -$340K -2,033 -5%
HWAM
918
Hennion & Walsh Asset Management
New Jersey
$6.13M -$519K -3,104 -8%
CD
919
Chapin Davis
Maryland
$6.13M +$816K +4,877 +15%
AFG
920
Atomi Financial Group
New York
$6.12M +$711K +4,249 +13%
TCM
921
Twin Capital Management
Pennsylvania
$6.11M -$488K -2,919 -7%
BFA
922
Bragg Financial Advisors
North Carolina
$6.1M +$10.5K +63 +0.2%
RWA
923
River Wealth Advisors
Pennsylvania
$6.1M -$83.8K -501 -1%
BP
924
Ballentine Partners
Massachusetts
$6.09M +$418K +2,497 +7%
PIA
925
Petredis Investment Advisors
Pennsylvania
$6.08M -$3.52M -21,014 -37%