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Chevron

3,449 hedge funds and large institutions have $195B invested in Chevron in 2024 Q3 according to their latest regulatory filings, with 176 funds opening new positions, 1,447 increasing their positions, 1,465 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,449
Holders Change
-23
Holders Change %
-0.66%
% of All Funds
49.88%
Holding in Top 10
99
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-22.66%
% of All Funds
1.43%
New
176
Increased
1,447
Reduced
1,465
Closed
163
Calls
$3.1B
Puts
$3.27B
Net Calls
-$163M
Net Calls Change
-$376M
Name Holding Trade Value Shares
Change
Shares
Change %
BOPW
2001
Brandywine Oak Private Wealth
Pennsylvania
$1.09M -$15.9K -108 -1%
LAM
2002
L2 Asset Management
Massachusetts
$1.09M +$37K +251 +4%
PCG
2003
PFC Capital Group
California
$1.09M +$61.1K +415 +6%
JSSH
2004
J. Safra Sarasin Holding
$1.08M -$118K -802 -10%
EDRH
2005
Edmond de Rothschild Holding
Switzerland
$1.08M -$429K -2,912 -28%
MJRIC
2006
Mogy Joel R Investment Counsel
California
$1.08M -$14.7K -100 -1%
LSIA
2007
LaSalle St. Investment Advisors
Illinois
$1.08M +$95.8K +651 +10%
ESBC
2008
E.S. Barr & Co
Kentucky
$1.08M +$5.89K +40 +0.5%
FPGK
2009
Financial Partners Group (Kansas)
Kansas
$1.08M -$46.1K -313 -4%
GAA
2010
Global Assets Advisory
Florida
$1.08M +$1.08M +7,207 New
CCM
2011
Chickasaw Capital Management
Tennessee
$1.08M
FCT
2012
First Community Trust
Iowa
$1.08M
FWA
2013
FSM Wealth Advisors
Ohio
$1.08M +$15.9K +108 +1%
MPPLM
2014
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.08M -$75.7K -514 -7%
DA
2015
Denali Advisors
California
$1.08M +$192K +1,301 +22%
KIC
2016
Keating Investment Counselors
Florida
$1.07M -$7.36K -50 -0.7%
USB
2017
Union Savings Bank
Connecticut
$1.07M +$1.03K +7 +0.1%
SLWA
2018
San Luis Wealth Advisors
California
$1.07M +$47.1K +320 +5%
AWA
2019
Aaron Wealth Advisors
Illinois
$1.07M +$77.8K +528 +8%
PK
2020
Pflug Koory
Nebraska
$1.07M +$1.07M +7,247 New
CTC
2021
Cetera Trust Company
Minnesota
$1.07M
VBCG
2022
Valley Brook Capital Group
Pennsylvania
$1.06M +$5.89K +40 +0.6%
AIM
2023
Arcadia Investment Management
Michigan
$1.06M +$73.6K +500 +7%
FIB
2024
First Interstate Bank
Montana
$1.06M +$86.2K +585 +9%
PMG
2025
ProVise Management Group
Florida
$1.06M -$6.25M -42,470 -85%