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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 %
LSA
1876
Lion Street Advisors
Texas
$1.31M -$34K -231 -3%
CP
1877
Creekside Partners
California
$1.31M
CIC
1878
Cornercap Investment Counsel
Georgia
$1.31M -$1.47M -10,005 -53%
WFM
1879
Wolff Financial Management
Michigan
$1.3M +$1.3M +8,849 New
AFG
1880
Allegheny Financial Group
Pennsylvania
$1.3M -$38.6K -262 -3%
RFA
1881
Register Financial Advisors
Georgia
$1.3M +$4.71K +32 +0.4%
BB
1882
Burford Brothers
Texas
$1.3M -$777K -5,277 -37%
BL
1883
Balentine LLC
Georgia
$1.3M +$492K +3,340 +61%
WQ
1884
Wealth Quarterback
New Jersey
$1.29M +$103K +698 +9%
HP
1885
Holistic Planning
Texas
$1.29M +$257K +1,742 +25%
AC
1886
Apella Capital
Connecticut
$1.29M +$80.3K +532 +7%
KA
1887
Kozak & Associates
Colorado
$1.29M +$11.2K +75 +0.9%
PFGIA
1888
Patriot Financial Group Insurance Agency
Massachusetts
$1.29M -$319K -2,163 -20%
CCM
1889
Canal Capital Management
Virginia
$1.29M -$13.4K -91 -1%
AA
1890
Argent Advisors
Louisiana
$1.29M -$2.06K -14 -0.2%
PP
1891
PDS Planning
Ohio
$1.29M -$21.2K -144 -2%
SAM
1892
Sawgrass Asset Management
Florida
$1.29M -$21.8K -148 -2%
PWCM
1893
Processus Wealth & Capital Management
Tennessee
$1.29M -$30.3K -206 -2%
WA
1894
WBH Advisory
Maryland
$1.28M -$82.8K -562 -6%
AEPWM
1895
Atlantic Edge Private Wealth Management
Florida
$1.28M +$2.8K +19 +0.2%
LB
1896
Legacy Bridge
Iowa
$1.28M
WTFG
1897
Wells Trecaso Financial Group
Ohio
$1.27M -$11.9K -81 -0.9%
BRM
1898
Boston Research & Management
Massachusetts
$1.27M
SWP
1899
Strategic Wealth Partners
Ohio
$1.27M -$15.9K -108 -1%
CWP
1900
Core Wealth Partners
California
$1.27M +$164K +1,112 +15%