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Chevron

3,768 hedge funds and large institutions have $219B invested in Chevron in 2025 Q1 according to their latest regulatory filings, with 256 funds opening new positions, 1,660 increasing their positions, 1,507 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,768
Holders Change
+56
Holders Change %
+1.51%
% of All Funds
51.17%
Holding in Top 10
162
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+67.01%
% of All Funds
2.2%
New
256
Increased
1,660
Reduced
1,507
Closed
133
Calls
$5.04B
Puts
$3.67B
Net Calls
+$1.36B
Net Calls Change
+$743M
Name Holding Trade Value Shares
Change
Shares
Change %
WQ
2001
Wealth Quarterback
New Jersey
$1.31M -$185K -1,103 -12%
REMPR
2002
Roof Eidam Maycock Peralta (REMP)
California
$1.31M
ACA
2003
Ackerman Capital Advisors
Texas
$1.31M
RSC
2004
Red Spruce Capital
Pennsylvania
$1.31M -$30.4K -182 -2%
MMA
2005
Mizuho Markets Americas
New York
$1.3M -$1.7M -10,138 -57%
WDA
2006
Wendell David Associates
New Hampshire
$1.3M
1IA
2007
1620 Investment Advisors
Massachusetts
$1.3M -$6.52K -39 -0.5%
AFG
2008
Allegheny Financial Group
Pennsylvania
$1.3M +$78.3K +468 +6%
WI
2009
WrapManager Inc
California
$1.29M -$7.86K -47 -0.6%
BW
2010
BIP Wealth
Georgia
$1.29M +$12K +72 +0.9%
HCP
2011
Holt Capital Partners
Texas
$1.29M
GTAM
2012
Global Trust Asset Management
Florida
$1.29M +$187K +1,115 +17%
WAM
2013
Weiss Asset Management
Massachusetts
$1.29M -$1.39M -8,326 -52%
SFA
2014
Souders Financial Advisors
Ohio
$1.29M +$73.8K +441 +6%
CI
2015
Centerstone Investors
New York
$1.28M -$2.99M -17,881 -70%
SJIM
2016
St. Johns Investment Management
Florida
$1.28M -$66.7K -399 -5%
HWM
2017
Hohimer Wealth Management
Washington
$1.28M +$130K +775 +11%
WWA
2018
Wingate Wealth Advisors
Massachusetts
$1.28M
MPPLM
2019
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.28M +$41.3K +247 +3%
KP
2020
Keel Point
Alabama
$1.27M +$266K +1,592 +26%
EW
2021
Element Wealth
Mississippi
$1.27M +$4.02K +24 +0.3%
PFM
2022
Potomac Fund Management
Florida
$1.27M +$82.5K +617 +7%
JWCA
2023
J.W. Coons Advisors
Ohio
$1.27M +$86.3K +516 +7%
RIA
2024
Realta Investment Advisors
Delaware
$1.27M -$319K -1,909 -20%
PW
2025
Paladin Wealth
Minnesota
$1.27M +$78.8K +471 +7%