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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 %
OBGC
1501
O'Brien Greene & Co
Pennsylvania
$2.25M -$34.8K -236 -2%
AAG
1502
Accordant Advisory Group
Maryland
$2.25M +$64.1K +435 +3%
SF
1503
Summit Financial
New Jersey
$2.24M +$560K +3,804 +33%
NW
1504
Naviter Wealth
Arkansas
$2.24M -$205K -1,391 -8%
PWC
1505
PYA Waltman Capital
Tennessee
$2.24M +$112K +761 +5%
JEST
1506
JTC Employer Solutions Trustee
Jersey
$2.24M
RRA
1507
Round Rock Advisors
Connecticut
$2.24M -$305K -2,070 -12%
PFBT
1508
Parkside Financial Bank & Trust
Missouri
$2.23M -$18.6K -126 -0.8%
LSAG
1509
Lake Street Advisors Group
New Hampshire
$2.23M -$1.56M -10,600 -41%
CWAG
1510
Compton Wealth Advisory Group
Virginia
$2.23M +$84.2K +572 +4%
IPW
1511
Inlet Private Wealth
Florida
$2.23M +$206K +1,400 +10%
TAM
1512
Todd Asset Management
Kentucky
$2.23M
WA
1513
WealthTrust Axiom
Pennsylvania
$2.23M -$884 -6 -0%
WAOTB
1514
Wealth Advisors of Tampa Bay
Florida
$2.22M +$2.22M +15,102 New
ALC
1515
Alexander Labrunerie & Co
Missouri
$2.22M -$884 -6 -0%
PCFFS
1516
Pacific Center for Financial Services
California
$2.22M
GCA
1517
Greenwood Capital Associates
South Carolina
$2.22M -$637K -4,325 -22%
RPSA
1518
Richard P. Slaughter Associates
Texas
$2.21M +$159K +1,078 +8%
MIP
1519
Marietta Investment Partners
Wisconsin
$2.2M
JIC
1520
Joel Isaacson & Co
New York
$2.2M -$14.4K -98 -0.7%
BCA
1521
Bay Colony Advisors
Massachusetts
$2.19M +$147 +1 +0%
IAS
1522
IMA Advisory Services
Colorado
$2.19M +$2.19M +14,882 New
EA
1523
Enclave Advisors
Texas
$2.19M +$2.19M +14,873 New
SAI
1524
Systematic Alpha Investments
New Jersey
$2.19M
BOS
1525
Bank of Stockton
California
$2.19M -$405K -2,751 -16%