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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 %
DA
2001
Doliver Advisors
Texas
$1.26M +$5.36K +34 +0.4%
CFP
2002
Catalyst Financial Partners
Massachusetts
$1.25M +$91.6K +586 +8%
IP
2003
Investment Partners
Ohio
$1.25M -$31.1K -197 -2%
EGA
2004
E&G Advisors
Texas
$1.25M +$58.8K +373 +5%
NRG
2005
Nemes Rush Group
Michigan
$1.25M -$36.8K -233 -3%
CTC
2006
Cetera Trust Company
Minnesota
$1.25M +$82.8K +525 +7%
AWS
2007
Aspen Wealth Strategies
Colorado
$1.24M +$258K +1,638 +26%
CRI
2008
Colonial River Investments
Virginia
$1.24M +$86K +545 +7%
AR
2009
Apeiron RIA
Texas
$1.24M -$52.2K -331 -4%
VIM
2010
Vista Investment Management
Pennsylvania
$1.24M +$21.6K +137 +2%
ADIM
2011
Alpha DNA Investment Management
Maryland
$1.24M -$2.53M -16,017 -67%
MW
2012
MBL Wealth
North Carolina
$1.24M -$43.9K -278 -3%
RPCONE
2013
Retirement Planning Company of New England
Rhode Island
$1.24M -$179K -1,133 -13%
BFC
2014
Blue Fin Capital
Rhode Island
$1.23M -$13.6K -86 -1%
1IA
2015
1620 Investment Advisors
Massachusetts
$1.23M +$35.3K +224 +3%
1WM
2016
1900 Wealth Management
Texas
$1.23M -$877K -5,562 -42%
BOPW
2017
Brandywine Oak Private Wealth
Pennsylvania
$1.23M -$4.26K -27 -0.3%
AAIS
2018
ABN AMRO Investment Solutions
$1.23M -$90.4K -573 -7%
RSC
2019
Red Spruce Capital
Pennsylvania
$1.23M -$40.5K -257 -3%
WDA
2020
Wendell David Associates
New Hampshire
$1.23M -$5.05K -32 -0.4%
BCM
2021
BluePath Capital Management
Georgia
$1.23M +$209K +1,322 +21%
PWM
2022
Peterson Wealth Management
Nevada
$1.22M +$1.22M +7,765 New
AIMA
2023
Ables Iannone Moore & Associates
Georgia
$1.22M +$38.5K +244 +3%
AC
2024
Apella Capital
Connecticut
$1.22M +$22K +136 +2%
FPGK
2025
Financial Partners Group (Kansas)
Kansas
$1.22M +$356K +2,257 +41%