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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 %
WA
1776
WESPAC Advisors
California
$1.76M +$1.28M +8,084 +265%
NB
1777
Nicolet Bankshares
Wisconsin
$1.75M +$3.79K +24 +0.2%
IIA
1778
Integral Investment Advisors
California
$1.74M +$649K +4,148 +59%
GWP
1779
Gen-Wealth Partners
Michigan
$1.74M +$1.74M +11,054 New
MKC
1780
M. Kraus & Co
Vermont
$1.74M -$104K -659 -6%
CNFG
1781
Creegan & Nassoura Financial Group
New Hampshire
$1.74M -$15.8K -100 -0.9%
BTWM
1782
Baker Tilly Wealth Management
Wisconsin
$1.74M +$344K +2,180 +25%
PG
1783
Prostatis Group
Maryland
$1.73M +$226K +1,437 +15%
WCBA
1784
Weaver C. Barksdale & Associates
Tennessee
$1.73M -$11.2K -71 -0.6%
PPWP
1785
Premier Path Wealth Partners
New Jersey
$1.73M +$184K +1,164 +12%
ILI
1786
Invesco LLC (Illinois)
Illinois
$1.73M +$619K +3,926 +56%
VT
1787
Vise Technologies
New York
$1.73M +$158K +999 +10%
KIG
1788
Kowal Investment Group
Wisconsin
$1.73M +$538K +3,413 +45%
MFC
1789
Mechanics Financial Corp
Ohio
$1.72M +$62.6K +397 +4%
FWM
1790
Forza Wealth Management
Florida
$1.72M +$17.4K +110 +1%
MSR
1791
Main Street Research
Connecticut
$1.72M +$112K +712 +7%
RAM
1792
Roanoke Asset Management
New Jersey
$1.71M
CAM
1793
Covenant Asset Management
New Jersey
$1.71M +$75.4K +478 +5%
AWM
1794
Aries Wealth Management
Maine
$1.71M -$35.3K -224 -2%
ICA
1795
Infrastructure Capital Advisors
New York
$1.7M +$445K +2,818 +35%
LWM
1796
Lodestone Wealth Management
Washington
$1.7M +$4.89K +31 +0.3%
HWA
1797
Heritage Wealth Advisors
Virginia
$1.69M -$103K -656 -6%
DBRC
1798
D.B. Root & Company
Pennsylvania
$1.69M +$108K +687 +7%
AIC
1799
Archer Investment Corporation
Indiana
$1.68M -$1.74K -11 -0.1%
AWMT
1800
AAFMAA Wealth Management & Trust
North Carolina
$1.68M +$147K +932 +10%