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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 %
BAM
1901
BOS Asset Management
Illinois
$1.46M -$10.3K -65 -0.7%
EWA
1902
Etesian Wealth Advisors
Oregon
$1.46M -$33.8K -214 -2%
CPW
1903
Cove Private Wealth
New York
$1.45M
MFG
1904
Menard Financial Group
Texas
$1.44M -$136K -861 -9%
AR
1905
Advisory Research
Illinois
$1.44M
GPFA
1906
Game Plan Financial Advisors
Ohio
$1.44M +$1.44M +9,107 New
NIM
1907
Nexus Investment Management
Ontario, Canada
$1.44M -$15.8K -100 -1%
FCM
1908
Firestone Capital Management
Florida
$1.43M
ACM
1909
Adalta Capital Management
New York
$1.43M -$3.94K -25 -0.3%
TIM
1910
Tevis Investment Management
Texas
$1.43M +$252K +1,595 +21%
TWM
1911
Tradition Wealth Management
Minnesota
$1.43M +$6.15K +39 +0.4%
WA
1912
Waddell & Associates
Tennessee
$1.43M -$105K -664 -7%
AIM
1913
Aigen Investment Management
New York
$1.43M +$695K +4,403 +94%
TF
1914
TLWM Financial
Texas
$1.43M -$24.6K -156 -2%
AAM
1915
Ascension Asset Management
New York
$1.42M +$1.42M +9,025 New
CFO
1916
CVA Family Office
Colorado
$1.42M +$38.3K +243 +3%
CA
1917
Calton & Associates
Florida
$1.42M -$432K -2,741 -23%
NIM
1918
Needham Investment Management
New York
$1.42M
CG
1919
Castellan Group
Kentucky
$1.42M -$13.7K -87 -1%
SHFA
1920
SS&H Financial Advisors
Michigan
$1.42M
WTFG
1921
Wells Trecaso Financial Group
Ohio
$1.41M +$18.6K +118 +1%
TWM
1922
Thrive Wealth Management
Pennsylvania
$1.41M -$7.73K -49 -0.5%
LSA
1923
Lion Street Advisors
Texas
$1.41M
PSP
1924
Pacific Sage Partners
Washington
$1.4M -$8.68K -55 -0.6%
LA
1925
LexAurum Advisors
Kansas
$1.4M -$88.8K -563 -6%