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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 %
TFA
1826
Teamwork Financial Advisors
Texas
$1.63M -$266K -1,684 -14%
CA
1827
Claro Advisors
Massachusetts
$1.63M +$293K +1,855 +22%
3IP
1828
3Chopt Investment Partners
Virginia
$1.63M +$75.9K +481 +5%
SIM
1829
Sentry Investment Management
Wisconsin
$1.63M
PFA
1830
Pure Financial Advisors
California
$1.63M +$366K +2,321 +29%
IGAM
1831
iA Global Asset Management
Quebec, Canada
$1.63M -$48.1K -305 -3%
MIM
1832
Marco Investment Management
Georgia
$1.63M -$36.6K -232 -2%
Financial Engines Advisors
1833
Financial Engines Advisors
California
$1.63M +$78.7K +499 +5%
PMFA
1834
Plante Moran Financial Advisors
Michigan
$1.63M +$12.6K +80 +0.8%
HC
1835
Hamilton Capital
Ohio
$1.62M +$12.9K +82 +0.8%
Tudor Investment Corp
1836
Tudor Investment Corp
Connecticut
$1.62M +$1.62M +10,250 New
AIM
1837
Aspen Investment Management
Michigan
$1.62M -$3K -19 -0.2%
MIM
1838
Miller Investment Management
Pennsylvania
$1.61M
KWMG
1839
King Wealth Management Group
Florida
$1.61M +$79.4K +503 +5%
PL
1840
Plancorp LLC
Missouri
$1.61M +$106K +672 +7%
FCA
1841
FinTrust Capital Advisors
South Carolina
$1.6M -$229K -1,449 -12%
MFG
1842
Mosaic Financial Group
Illinois
$1.6M +$1.6M +10,166 New
PFGIA
1843
Patriot Financial Group Insurance Agency
Massachusetts
$1.6M -$568K -3,603 -26%
TNA
1844
True North Advisors
Texas
$1.6M -$85.5K -542 -5%
KPPF
1845
Klein Pavlis & Peasley Financial
California
$1.59M -$493K -3,124 -24%
DDC
1846
DF Dent & Co
Maryland
$1.59M +$153K +971 +11%
WI
1847
Wintrust Investments
Illinois
$1.59M +$24.9K +158 +2%
FFWA
1848
FRG Family Wealth Advisors
Washington
$1.58M +$26.6K +165 +2%
SWM
1849
Silverlake Wealth Management
Vermont
$1.58M +$34.9K +221 +2%
KWM
1850
Keating Wealth Management
Colorado
$1.58M -$9.46K -60 -0.6%