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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 %
CCWM
1951
Correct Capital Wealth Management
Missouri
$1.36M +$244K +1,547 +22%
AFG
1952
Allegheny Financial Group
Pennsylvania
$1.36M -$55.7K -353 -4%
LB
1953
Legacy Bridge
Iowa
$1.36M -$137K -870 -9%
BWM
1954
BigSur Wealth Management
Florida
$1.36M +$1.04M +6,600 +330%
RP
1955
Rice Partnership
Hawaii
$1.36M -$7.41K -47 -0.5%
OHWP
1956
Oak Harbor Wealth Partners
North Carolina
$1.36M +$3K +19 +0.2%
SQA
1957
Simon Quick Advisors
New Jersey
$1.36M +$557K +3,532 +70%
BEAM
1958
Baker Ellis Asset Management
Washington
$1.35M -$15K -95 -1%
SAM
1959
S.A. Mason
Michigan
$1.35M +$66.6K +422 +5%
SPG
1960
Strategic Planning Group
Utah
$1.35M +$207K +1,312 +18%
TCCM
1961
Timber Creek Capital Management
Massachusetts
$1.35M
LAIC
1962
Lederer & Associates Investment Counsel
California
$1.35M -$142K -900 -10%
AT
1963
Arlington Trust
Alabama
$1.34M -$5.52K -35 -0.4%
ANB
1964
Amarillo National Bank
Texas
$1.34M
VNIM
1965
Vaughan Nelson Investment Management
Texas
$1.33M -$3.47K -22 -0.3%
SRSA
1966
S.R. Schill & Associates
Washington
$1.33M +$115K +728 +9%
PCMK
1967
Paragon Capital Management (Kansas)
Kansas
$1.33M +$44.6K +283 +3%
CFM
1968
Catalyst Funds Management
Australia
$1.33M +$1.33M +8,400 New
GLR
1969
Great Lakes Retirement
Ohio
$1.32M +$5.52K +35 +0.4%
WKWM
1970
Walter & Keenan Wealth Management
Indiana
$1.32M +$231K +1,467 +21%
OLVIG
1971
Oliver Lagore Vanvalin Investment Group
Michigan
$1.32M +$76.5K +485 +6%
CCA
1972
Cadent Capital Advisors
Oklahoma
$1.31M -$72.9K -462 -5%
SCM
1973
Semanteon Capital Management
Massachusetts
$1.31M +$1.31M +8,321 New
STAS
1974
Strong Tower Advisory Services
Minnesota
$1.31M +$91K +572 +7%
PJSIMP
1975
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.31M -$160K -1,014 -11%