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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 %
AI
976
Aperture Investors
New York
$5.35M +$5.35M +33,914 New
RWP
977
Ridgecrest Wealth Partners
California
$5.34M -$150K -950 -3%
FWP
978
FAS Wealth Partners
Kansas
$5.34M +$195K +1,239 +4%
JCM
979
Jacobi Capital Management
Pennsylvania
$5.34M -$182K -1,156 -3%
MGIA
980
Moneta Group Investment Advisors
Missouri
$5.33M +$898K +5,693 +20%
RA
981
RFG Advisory
Alabama
$5.33M +$457K +2,894 +9%
RWA
982
River Wealth Advisors
Pennsylvania
$5.32M +$271K +1,718 +5%
WPIC
983
White Pine Investment Company
Michigan
$5.32M +$13.1K +83 +0.2%
BP
984
Ballentine Partners
Massachusetts
$5.32M -$174K -1,106 -3%
WI
985
Wahed Invest
New York
$5.31M +$674K +4,275 +15%
SIC
986
Salem Investment Counselors
North Carolina
$5.3M +$385K +2,442 +8%
IIA
987
IPG Investment Advisors
California
$5.3M +$3.86M +24,460 +268%
CPC
988
Consolidated Planning Corp
Georgia
$5.28M +$579K +3,672 +12%
GCM
989
Garland Capital Management
Washington
$5.25M +$14.7K +93 +0.3%
Walleye Capital
990
Walleye Capital
New York
$5.25M +$5.25M +33,295 New
MHIC
991
Marble Harbor Investment Counsel
Massachusetts
$5.25M +$74.9K +475 +1%
EWM
992
Empirical Wealth Management
Washington
$5.24M -$8.73M -55,361 -63%
HCA
993
Harbour Capital Advisors
Virginia
$5.23M -$81K -507 -2%
FCP
994
Fidelis Capital Partners
Florida
$5.22M +$176K +1,113 +3%
OCAM
995
Onex Canada Asset Management
Ontario, Canada
$5.22M -$1.43M -9,086 -22%
CWS
996
Confluence Wealth Services
Pennsylvania
$5.22M +$932K +5,911 +22%
SWK
997
Stephen W. Kidder
$5.21M -$118K -749 -2%
SWM
998
Spire Wealth Management
Virginia
$5.2M +$135K +858 +3%
HT
999
Heritage Trust
Oklahoma
$5.19M +$14.8K +94 +0.3%
STA
1000
Summit Trail Advisors
New York
$5.17M +$3.21M +20,321 +163%