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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 %
BCM
1226
Brookmont Capital Management
Texas
$3.59M +$13.1K +83 +0.4%
CWP
1227
Concord Wealth Partners
Virginia
$3.59M +$513K +3,251 +17%
SB
1228
Strategic Blueprint
Georgia
$3.59M +$348K +2,208 +11%
BCM
1229
Boltwood Capital Management
California
$3.59M -$33.1K -210 -0.9%
CG
1230
Caprock Group
Idaho
$3.59M +$400K +2,534 +13%
LF
1231
Lantz Financial
Illinois
$3.58M +$137K +866 +4%
WIS
1232
Wright Investors Service
Connecticut
$3.58M +$18.5K +117 +0.5%
P
1233
&Partners
Tennessee
$3.58M +$1.43M +9,096 +67%
QI
1234
QV Investors
Alberta, Canada
$3.57M -$69.4K -440 -2%
SC
1235
Syon Capital
California
$3.57M -$3.2M -20,309 -47%
CA
1236
CGN Advisors
Kansas
$3.57M +$367K +2,325 +11%
ISWM
1237
Independent Solutions Wealth Management
New York
$3.56M +$252K +1,598 +8%
WPW
1238
Waldron Private Wealth
Pennsylvania
$3.56M -$139K -880 -4%
FA
1239
FDx Advisors
Illinois
$3.56M -$1.09M -6,934 -24%
SI
1240
Symmetry Investments
Jersey
$3.54M +$2.3M +14,568 +186%
BAM
1241
Belpointe Asset Management
Nevada
$3.53M -$23K -146 -0.6%
BKA
1242
Brick & Kyle Associates
Pennsylvania
$3.53M -$963 -6 -0%
DRD
1243
Dennis R. Delaney
$3.52M +$28.9K +183 +0.8%
MNBTD
1244
Moody National Bank Trust Division
Texas
$3.51M -$45.9K -291 -1%
LCWP
1245
Legacy Capital Wealth Partners
Arkansas
$3.51M +$1.46M +8,631 +71%
GFA
1246
Gifford Fong Associates
California
$3.5M
WPP
1247
Whalerock Point Partners
Rhode Island
$3.49M +$54.9K +348 +2%
MWM
1248
Massachusetts Wealth Management
Massachusetts
$3.49M +$110K +700 +3%
KWA
1249
Kingswood Wealth Advisors
California
$3.48M +$1.35M +8,557 +63%
RWM
1250
Ritholtz Wealth Management
New York
$3.48M -$323K -2,049 -8%