CVX icon

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 %
HIP
1926
Harrell Investment Partners
Texas
$1.4M -$61K -387 -4%
BWS
1927
Buck Wealth Strategies
Colorado
$1.4M +$1.07M +6,763 +324%
WFM
1928
Wolff Financial Management
Michigan
$1.4M +$631 +4 +0%
MAA
1929
Mraz Amerine & Associates
California
$1.39M -$13.7K -87 -1%
SJIM
1930
St. Johns Investment Management
Florida
$1.39M +$212K +1,342 +18%
AWP
1931
Accretive Wealth Partners
New Jersey
$1.39M +$1.18M +7,347 +545%
LWL
1932
Leo Wealth LLC
Texas
$1.39M +$255K +1,609 +23%
BRM
1933
Boston Research & Management
Massachusetts
$1.39M
AA
1934
Advisory Alpha
Michigan
$1.39M +$133K +844 +11%
PWSG
1935
Pacific Wealth Strategies Group
California
$1.39M +$158K +999 +13%
RFA
1936
Register Financial Advisors
Georgia
$1.38M +$57.7K +366 +4%
WA
1937
WBH Advisory
Maryland
$1.38M -$113K -714 -8%
PCG
1938
Prosperity Consulting Group
Maryland
$1.38M +$546K +3,460 +65%
HCP
1939
Hexagon Capital Partners
Arkansas
$1.38M +$108K +683 +8%
AC
1940
Avestar Capital
New York
$1.38M +$371K +2,351 +37%
FCB
1941
First County Bank
Connecticut
$1.38M +$15.1K +96 +1%
VIG
1942
Vienna Insurance Group
Poland
$1.38M +$212K +1,347 +18%
PWCM
1943
Processus Wealth & Capital Management
Tennessee
$1.38M +$113K +715 +9%
NAS
1944
Nicolet Advisory Services
Wisconsin
$1.37M +$178K +1,096 +15%
KA
1945
Kozak & Associates
Colorado
$1.37M +$7.89K +49 +0.6%
AEPWM
1946
Atlantic Edge Private Wealth Management
Florida
$1.37M +$25.2K +160 +2%
PP
1947
PDS Planning
Ohio
$1.37M +$113K +715 +9%
EA
1948
Eudaimonia Advisors
Tennessee
$1.37M -$137K -867 -9%
AA
1949
Argent Advisors
Louisiana
$1.36M +$90.1K +571 +7%
UCB
1950
United Community Bank
South Carolina
$1.36M +$11.7K +74 +0.9%