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Chevron

3,638 hedge funds and large institutions have $188B invested in Chevron in 2025 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 1,581 increasing their positions, 1,559 reducing their positions, and 225 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,638
Holders Change
-130
Holders Change %
-3.45%
% of All Funds
48.75%
Holding in Top 10
69
Holding in Top 10 Change
-93
Holding in Top 10 Change %
-57.41%
% of All Funds
0.92%
New
158
Increased
1,581
Reduced
1,559
Closed
225
Calls
$3.65B
Puts
$3.88B
Net Calls
-$223M
Net Calls Change
-$1.59B
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
2001
Hohimer Wealth Management
Washington
$1.12M +$22.1K +154 +2%
DA
2002
Doliver Advisors
Texas
$1.12M -$9.74K -68 -0.9%
CWM
2003
Castle Wealth Management
Florida
$1.11M +$123K +860 +12%
WDA
2004
Wendell David Associates
New Hampshire
$1.11M
WAM
2005
Wolverine Asset Management
Illinois
$1.11M +$1.11M +7,764 New
GSWM
2006
Golden State Wealth Management
California
$1.11M -$12.6K -88 -1%
SVCP
2007
Silicon Valley Capital Partners
California
$1.11M +$117K +814 +12%
WDG
2008
Wealth Dimensions Group
Ohio
$1.11M +$82.9K +579 +8%
PSCM
2009
Per Stirling Capital Management
Texas
$1.1M +$68.9K +481 +7%
TGAM
2010
TBH Global Asset Management
Tennessee
$1.1M -$108K -757 -9%
GDP
2011
Great Diamond Partners
Maine
$1.1M +$752K +5,255 +215%
RSC
2012
Red Spruce Capital
Pennsylvania
$1.1M -$15.3K -107 -1%
CI
2013
Centerstone Investors
New York
$1.1M
PJSIMP
2014
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.1M +$97.2K +679 +10%
EA
2015
Emerald Advisors
Washington
$1.1M +$144K +1,008 +15%
MLA
2016
My Legacy Advisors
Oregon
$1.1M +$127K +821 +13%
MCA
2017
MSH Capital Advisors
Arizona
$1.1M +$116K +813 +12%
IP
2018
Investment Partners
Ohio
$1.1M -$110K -769 -9%
FSC
2019
Full Sail Capital
Oklahoma
$1.1M -$29.1K -203 -3%
RFP
2020
Root Financial Partners
California
$1.1M +$155K +1,080 +16%
JWCA
2021
J.W. Coons Advisors
Ohio
$1.09M +$4.3K +30 +0.4%
OWA
2022
Octavia Wealth Advisors
Ohio
$1.09M -$344K -2,400 -24%
HCM
2023
Hollencrest Capital Management
California
$1.09M -$79.6K -556 -7%
GF
2024
Gries Financial
Ohio
$1.09M -$45.5K -318 -4%
FCT
2025
First Community Trust
Iowa
$1.09M +$53.7K +375 +5%