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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 %
PL
1526
Perpetual Ltd
Australia
$2.41M -$293K -1,962 -11%
PCFFS
1527
Pacific Center for Financial Services
California
$2.4M +$14.4K +91 +0.6%
TI
1528
TrueMark Investments
Illinois
$2.4M -$47.6K -302 -2%
NDSI
1529
Newman Dignan & Sheerar Inc
Rhode Island
$2.4M -$6.15K -39 -0.3%
MWAM
1530
Manhattan West Asset Management
California
$2.39M +$147K +930 +7%
HIM
1531
Harbour Investment Management
Washington
$2.39M -$5.52K -35 -0.2%
GM
1532
GeoWealth Management
Illinois
$2.39M +$516K +3,271 +28%
LA
1533
Lindenwold Advisors
Pennsylvania
$2.39M +$308K +1,950 +15%
HRC
1534
Hoertkorn Richard Charles
$2.38M -$31.5K -200 -1%
AAG
1535
Accordant Advisory Group
Maryland
$2.38M +$2.38M +15,083 New
LAS
1536
Lloyd Advisory Services
Georgia
$2.38M +$1.95M +12,365 +457%
KMWM
1537
Keudell/Morrison Wealth Management
Oregon
$2.38M +$41.8K +265 +2%
JEST
1538
JTC Employer Solutions Trustee
Jersey
$2.37M
WCM
1539
Weik Capital Management
Pennsylvania
$2.37M +$242K +1,535 +11%
WA
1540
Wasatch Advisors
Utah
$2.37M +$2.37M +15,025 New
CGF
1541
Constant Guidance Financial
Massachusetts
$2.37M +$2.37M +14,766 New
FTWA
1542
Fifth Third Wealth Advisors
Ohio
$2.37M +$562K +3,565 +31%
MIP
1543
Marietta Investment Partners
Wisconsin
$2.36M -$31.5K -200 -1%
RCM
1544
Raleigh Capital Management
North Carolina
$2.36M +$150K +948 +7%
OBGC
1545
O'Brien Greene & Co
Pennsylvania
$2.36M -$49.5K -314 -2%
SAM
1546
SignalPoint Asset Management
Missouri
$2.36M +$99.4K +630 +4%
PIWA
1547
Prevail Innovative Wealth Advisors
Kansas
$2.36M +$654K +4,148 +38%
FFS
1548
Founders Financial Securities
Maryland
$2.35M +$604K +3,828 +34%
FUBT
1549
First United Bank & Trust
Maryland
$2.34M +$23.7K +150 +1%
PBC
1550
Pavion Blue Capital
California
$2.34M