CVX icon

Chevron

3,638 hedge funds and large institutions have $188B invested in Chevron in 2025 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 1,581 increasing their positions, 1,559 reducing their positions, and 225 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,638
Holders Change
-130
Holders Change %
-3.45%
% of All Funds
48.75%
Holding in Top 10
69
Holding in Top 10 Change
-93
Holding in Top 10 Change %
-57.41%
% of All Funds
0.92%
New
158
Increased
1,581
Reduced
1,559
Closed
225
Calls
$3.65B
Puts
$3.88B
Net Calls
-$223M
Net Calls Change
-$1.59B
Name Holding Trade Value Shares
Change
Shares
Change %
PWCM
1826
Processus Wealth & Capital Management
Tennessee
$1.4M +$116K +813 +9%
TNA
1827
True North Advisors
Texas
$1.4M -$388K -2,707 -22%
MKC
1828
M. Kraus & Co
Vermont
$1.4M -$59.4K -415 -4%
TIA
1829
Trust Investment Advisors
Indiana
$1.4M -$264K -1,844 -16%
BP
1830
BWM Planning
Texas
$1.4M -$10.3K -72 -0.7%
BTC
1831
Bank & Trust Company
Illinois
$1.4M -$143 -1 -0%
SWP
1832
Strategic Wealth Partners
Ohio
$1.4M +$1.4M +9,753 New
4WM
1833
44 Wealth Management
Oregon
$1.39M +$28.6K +200 +2%
GWM
1834
Gibbs Wealth Management
Georgia
$1.39M +$1.39M +9,729 New
WAS
1835
Wealth Advisory Solutions
Indiana
$1.39M -$26.9K -188 -2%
LSA
1836
Lion Street Advisors
Texas
$1.39M +$74K +517 +6%
CCMW
1837
Cypress Capital Management (Wyoming)
Wyoming
$1.39M -$35.4K -247 -2%
MIM
1838
Marco Investment Management
Georgia
$1.39M
TFA
1839
Transamerica Financial Advisors
Florida
$1.38M -$193K -1,349 -12%
API
1840
Asset Planning Inc
California
$1.38M +$6.73K +47 +0.5%
HWA
1841
Heritage Wealth Advisors
Virginia
$1.38M +$5.01K +35 +0.4%
SI
1842
SCP Investment
California
$1.37M -$286K -2,000 -17%
AWM
1843
Angeles Wealth Management
California
$1.37M -$96.8K -676 -7%
CWS
1844
Cypress Wealth Services
California
$1.37M -$10.3K -72 -0.7%
CWM
1845
Chemistry Wealth Management
New York
$1.37M +$801K +5,593 +142%
MSR
1846
Main Street Research
Connecticut
$1.37M -$298K -2,084 -18%
GCA
1847
Gradient Capital Advisors
California
$1.36M -$51.1K -357 -4%
TF
1848
TLWM Financial
Texas
$1.36M +$1.72K +12 +0.1%
AG
1849
AmeriFlex Group
Nevada
$1.36M -$1.37M -9,514 -50%
LSPW
1850
Lake Street Private Wealth
Illinois
$1.36M +$8.88K +62 +0.7%