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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 %
IA
926
IFP Advisors
Florida
$5.89M -$97.8K -620 -2%
SVWAG
927
Sound View Wealth Advisors Group
Georgia
$5.87M -$146K -923 -2%
PWP
928
Principle Wealth Partners
Connecticut
$5.85M +$216K +1,369 +4%
SCM
929
Stonebridge Capital Management
California
$5.84M -$67K -425 -1%
CIA
930
Choate Investment Advisors
Massachusetts
$5.84M +$1.63M +10,303 +39%
AIM
931
Anchor Investment Management
South Carolina
$5.83M -$26.5K -168 -0.5%
SRC
932
Shufro Rose & Co
New York
$5.83M -$66.6K -422 -1%
SDIC
933
South Dakota Investment Council
South Dakota
$5.81M -$8.43M -53,429 -59%
TPWA
934
TRUE Private Wealth Advisors
Oregon
$5.81M -$454K -2,881 -7%
FHB
935
First Hawaiian Bank
Hawaii
$5.79M -$749K -4,749 -11%
SIA
936
Soltis Investment Advisors
Utah
$5.77M +$154K +979 +3%
AWE
937
Avidian Wealth Enterprises
Texas
$5.76M +$388K +2,462 +7%
HVP
938
Hudson Value Partners
Florida
$5.74M +$15K +95 +0.3%
PFS
939
Physicians Financial Services
North Carolina
$5.74M +$217K +1,375 +4%
MWM
940
Mission Wealth Management
California
$5.73M +$1.02M +6,492 +22%
FCMT
941
Founders Capital Management (Texas)
Texas
$5.73M +$6.94K +44 +0.1%
SSB
942
Sandy Spring Bank
Maryland
$5.72M -$288K -1,826 -5%
AIM
943
Avanda Investment Management
Singapore
$5.72M +$5.72M +36,268 New
FTA
944
Financial & Tax Architects
Missouri
$5.71M +$233K +1,474 +4%
TCA
945
Transcend Capital Advisors
New Jersey
$5.71M +$371K +2,349 +7%
CTA
946
Chesley Taft & Associates
Illinois
$5.71M -$30.6K -194 -0.5%
RWM
947
Refined Wealth Management
Utah
$5.69M +$43.4K +275 +0.8%
VI
948
Vestcor Inc
New Brunswick, Canada
$5.68M -$1.28M -8,116 -18%
SP
949
Stablepoint Partners
Massachusetts
$5.68M +$1M +6,347 +21%
NCM
950
Narwhal Capital Management
Georgia
$5.68M +$118K +745 +2%