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Chevron

4,254 hedge funds and large institutions have $299B invested in Chevron in 2026 Q1 according to their latest regulatory filings, with 477 funds opening new positions, 1,790 increasing their positions, 1,622 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

10% more repeat investments, than reductions

Existing positions increased: 1,790 | Existing positions reduced: 1,622

8% more funds holding

Funds holding: 3,9554,254 (+299)

0.53% less ownership

Funds ownership: 72.76%72.23% (-0.53%)

Holders
4,254
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
216
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.92B
Puts
$5.21B
Net Calls
Net Calls Change

Top Buyers

1 +$1.62B
2 +$1.3B
3 +$716M
4
BlackRock
BlackRock
New York
+$625M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$535M

Top Sellers

1 -$8.35B
2 -$485M
3 -$445M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$290M
5
Invesco
Invesco
Georgia
-$267M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
2001
Beacon Financial Advisory
Ohio
$1.88M
MAM
2002
Montchanin Asset Management
Delaware
$1.88M
MAA
2003
Mraz Amerine & Associates
California
$1.88M
CAG
2004
Curtis Advisory Group
California
$1.87M
AA
2005
Acorns Advisers
California
$1.87M
EWA
2006
Etesian Wealth Advisors
Oregon
$1.87M
MW
2007
MBL Wealth
North Carolina
$1.87M
DTC
2008
Davidson Trust Company
Washington
$1.87M
MSA
2009
Marino Stram & Associates
Massachusetts
$1.87M
LOAMS
2010
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.86M
OWA
2011
Octavia Wealth Advisors
Ohio
$1.86M
CCG
2012
Coastwise Capital Group
California
$1.86M
ACM
2013
Adalta Capital Management
New York
$1.86M
EA
2014
Emerald Advisors
Washington
$1.85M
LCM
2015
LCM Capital Management
Illinois
$1.85M
GSWM
2016
Golden State Wealth Management
California
$1.85M
KCM
2017
Kathmere Capital Management
Pennsylvania
$1.85M
BAM
2018
BOS Asset Management
Illinois
$1.84M
KFA
2019
Kapstone Financial Advisors
Ohio
$1.84M
SWA
2020
Sax Wealth Advisors
New Jersey
$1.83M
CCA
2021
Cravens & Co Advisors
Tennessee
$1.83M
HPBT
2022
Hickory Point Bank & Trust
Illinois
$1.83M
CP
2023
Creekside Partners
California
$1.82M
BFC
2024
Bedel Financial Consulting
Indiana
$1.82M
TP
2025
TritonPoint Partners
Maryland
$1.82M