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Chevron

3,712 hedge funds and large institutions have $197B invested in Chevron in 2024 Q4 according to their latest regulatory filings, with 448 funds opening new positions, 1,471 increasing their positions, 1,467 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,712
Holders Change
+263
Holders Change %
+7.63%
% of All Funds
49.41%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
1.29%
New
448
Increased
1,471
Reduced
1,467
Closed
119
Calls
$4B
Puts
$3.38B
Net Calls
+$620M
Net Calls Change
+$782M
Name Holding Trade Value Shares
Change
Shares
Change %
AC
1876
Avestar Capital
New York
$1.44M +$131K +904 +10%
HSWM
1877
Hubbell Strickland Wealth Management
Louisiana
$1.44M +$8.55K +59 +0.6%
AR
1878
Advisory Research
Illinois
$1.44M +$20.6K +142 +1%
AIM
1879
Aspen Investment Management
Michigan
$1.44M -$33.6K -232 -2%
HAC
1880
Harbor Advisory Corp
New Hampshire
$1.43M -$1.69M -11,666 -54%
WA
1881
Wambolt & Associates
Colorado
$1.43M -$304K -2,099 -18%
4WM
1882
44 Wealth Management
Oregon
$1.42M -$207K -1,431 -13%
AWM
1883
Angeles Wealth Management
California
$1.42M +$268K +1,848 +23%
WI
1884
WBI Investments
New Jersey
$1.42M +$1.42M +9,819 New
SWA
1885
SFMG Wealth Advisors
Texas
$1.42M +$39.7K +274 +3%
CCMW
1886
Cypress Capital Management (Wyoming)
Wyoming
$1.42M -$105K -728 -7%
SR
1887
Syntax Research
Florida
$1.42M -$2.27M -15,658 -62%
MIM
1888
Marco Investment Management
Georgia
$1.41M -$52K -359 -4%
CA
1889
Claro Advisors
Massachusetts
$1.41M -$206K -1,425 -13%
RIA
1890
Realta Investment Advisors
Delaware
$1.41M -$37.7K -255 -3%
SHFA
1891
SS&H Financial Advisors
Michigan
$1.41M +$37.4K +258 +3%
MWA
1892
Meridian Wealth Advisors
Texas
$1.41M -$1.88K -13 -0.1%
EFG
1893
Embree Financial Group
Illinois
$1.4M -$118K -814 -8%
WBC
1894
West Branch Capital
Massachusetts
$1.4M +$219K +1,511 +18%
UBG
1895
United Bank (Georgia)
Georgia
$1.4M +$226K +1,557 +19%
FFWA
1896
FRG Family Wealth Advisors
Washington
$1.4M
CWS
1897
Cypress Wealth Services
California
$1.39M -$155K -1,072 -10%
PP
1898
PDS Planning
Ohio
$1.39M +$126K +868 +10%
AT
1899
Arlington Trust
Alabama
$1.39M +$15.6K +108 +1%
AFS
1900
Access Financial Services
Minnesota
$1.39M -$63.3K -437 -4%