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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 %
MBT
1026
Montecito Bank & Trust
California
$4.63M +$1.2M +8,173 +35%
NCM
1027
Nelson Capital Management
California
$4.63M -$524K -3,561 -10%
SW
1028
StrongBox Wealth
Missouri
$4.63M +$436K +2,962 +10%
YIA
1029
YHB Investment Advisors
Connecticut
$4.62M -$101K -689 -2%
CBB
1030
Citizens Business Bank
California
$4.61M -$48.3K -315 -1%
LFM
1031
LGT Fund Management
Liechtenstein
$4.6M +$635K +4,204 +16%
QCM
1032
Qsemble Capital Management
New York
$4.6M +$4.6M +31,208 New
TW
1033
Trajan Wealth
Arizona
$4.59M +$778K +5,282 +20%
SAM
1034
Selway Asset Management
$4.57M
CCT
1035
Capital City Trust
Florida
$4.56M +$2.8K +19 +0.1%
SFWA
1036
Summit Financial Wealth Advisors
Louisiana
$4.54M +$408K +2,773 +10%
RWM
1037
Rench Wealth Management
Texas
$4.53M +$271K +1,838 +6%
MWM
1038
Modera Wealth Management
New Jersey
$4.51M +$236K +1,600 +6%
AAM
1039
Azzad Asset Management
Virginia
$4.49M +$139K +942 +3%
CAG
1040
Csenge Advisory Group
Florida
$4.46M +$28.3K +187 +0.6%
GQG Partners
1041
GQG Partners
Florida
$4.46M +$1.92K +13 +0%
SWM
1042
Spire Wealth Management
Virginia
$4.45M -$159K -1,083 -3%
BCFS
1043
Butensky & Cohen Financial Security
Florida
$4.45M +$99.8K +678 +2%
JCFM
1044
JBR Co Financial Management
Oklahoma
$4.43M +$22.1K +150 +0.5%
HCM
1045
Hengehold Capital Management
Ohio
$4.42M -$26.7K -181 -0.6%
SLC
1046
Second Line Capital
Louisiana
$4.42M +$1.93M +13,126 +78%
BAAM
1047
Baker Avenue Asset Management
California
$4.41M -$199K -1,354 -4%
AG
1048
Ascent Group
Virginia
$4.4M +$955K +6,482 +28%
PA
1049
Procyon Advisors
Connecticut
$4.4M -$883 -6 -0%
AFG
1050
Atomi Financial Group
New York
$4.39M -$199K -1,350 -4%