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Chevron

3,472 hedge funds and large institutions have $214B invested in Chevron in 2024 Q2 according to their latest regulatory filings, with 168 funds opening new positions, 1,569 increasing their positions, 1,363 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,472
Holders Change
-16
Holders Change %
-0.46%
% of All Funds
50.49%
Holding in Top 10
128
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-8.57%
% of All Funds
1.86%
New
168
Increased
1,569
Reduced
1,363
Closed
134
Calls
$3.37B
Puts
$3.16B
Net Calls
+$214M
Net Calls Change
-$566M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
2001
HFG Wealth Management
Texas
$1.18M
APW
2002
Austin Private Wealth
Texas
$1.18M -$69.1K -442 -6%
AWM
2003
Angeles Wealth Management
California
$1.18M +$310K +1,982 +36%
WC
2004
Waterloo Capital
Texas
$1.18M +$46.9K +300 +4%
AWM
2005
Accel Wealth Management
Iowa
$1.18M +$125K +802 +12%
WHC
2006
Wulff, Hansen & Co
California
$1.18M
DBRC
2007
D.B. Root & Company
Pennsylvania
$1.18M -$504K -3,220 -30%
BOPW
2008
Brandywine Oak Private Wealth
Pennsylvania
$1.17M -$42.2K -270 -3%
HNB
2009
Hilltop National Bank
Wyoming
$1.17M -$17.2K -110 -1%
AFG
2010
ABLE Financial Group
Arizona
$1.17M -$2.82K -18 -0.2%
CWP
2011
Core Wealth Partners
California
$1.17M +$87K +556 +8%
UBG
2012
United Bank (Georgia)
Georgia
$1.17M +$1.1K +7 +0.1%
MJRIC
2013
Mogy Joel R Investment Counsel
California
$1.16M -$31.3K -200 -3%
DWM
2014
Drive Wealth Management
Utah
$1.16M +$116K +739 +11%
FLI
2015
Family Legacy Inc
South Carolina
$1.16M +$14.5K +93 +1%
EW
2016
Element Wealth
Mississippi
$1.16M +$30.8K +197 +3%
ITIM
2017
Indiana Trust & Investment Management
Indiana
$1.16M +$18.8K +120 +2%
CIA
2018
Cascade Investment Advisors
Oregon
$1.16M +$36K +230 +3%
SFA
2019
Souders Financial Advisors
Ohio
$1.16M -$407K -2,605 -26%
SPWM
2020
Schrum Private Wealth Management
Florida
$1.15M -$2.35K -15 -0.2%
CNC
2021
Citizens & Northern Corp
Pennsylvania
$1.15M -$39.7K -254 -3%
OFS
2022
OMC Financial Services
New York
$1.15M +$7.82K +50 +0.7%
WBC
2023
West Branch Capital
Massachusetts
$1.15M +$95.3K +609 +9%
EWS
2024
Evergreen Wealth Solutions
Pennsylvania
$1.15M -$110K -703 -9%
KIC
2025
Keating Investment Counselors
Florida
$1.15M -$133K -850 -10%