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Chevron

4,258 hedge funds and large institutions have $299B invested in Chevron in 2026 Q1 according to their latest regulatory filings, with 477 funds opening new positions, 1,792 increasing their positions, 1,623 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

10% more repeat investments, than reductions

Existing positions increased: 1,792 | Existing positions reduced: 1,623

8% more funds holding

Funds holding: 3,9574,258 (+301)

0.53% less ownership

Funds ownership: 72.76%72.23% (-0.53%)

Holders
4,258
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
216
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.92B
Puts
$5.21B
Net Calls
Net Calls Change

Top Buyers

1 +$1.62B
2 +$1.3B
3 +$716M
4
BlackRock
BlackRock
New York
+$625M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$535M

Top Sellers

1 -$8.35B
2 -$485M
3 -$445M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$290M
5
Invesco
Invesco
Georgia
-$267M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
2001
Core Wealth Partners
California
$1.88M
BFA
2002
Beacon Financial Advisory
Ohio
$1.88M
MAM
2003
Montchanin Asset Management
Delaware
$1.88M
MAA
2004
Mraz Amerine & Associates
California
$1.88M
CAG
2005
Curtis Advisory Group
California
$1.87M
AA
2006
Acorns Advisers
California
$1.87M
EWA
2007
Etesian Wealth Advisors
Oregon
$1.87M
MW
2008
MBL Wealth
North Carolina
$1.87M
DTC
2009
Davidson Trust Company
Washington
$1.87M
MSA
2010
Marino Stram & Associates
Massachusetts
$1.87M
LOAMS
2011
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.86M
OWA
2012
Octavia Wealth Advisors
Ohio
$1.86M
CCG
2013
Coastwise Capital Group
California
$1.86M
ACM
2014
Adalta Capital Management
New York
$1.86M
EA
2015
Emerald Advisors
Washington
$1.85M
LCM
2016
LCM Capital Management
Illinois
$1.85M
GSWM
2017
Golden State Wealth Management
California
$1.85M
KCM
2018
Kathmere Capital Management
Pennsylvania
$1.85M
BAM
2019
BOS Asset Management
Illinois
$1.84M
KFA
2020
Kapstone Financial Advisors
Ohio
$1.84M
SWA
2021
Sax Wealth Advisors
New Jersey
$1.83M
CCA
2022
Cravens & Co Advisors
Tennessee
$1.83M
HPBT
2023
Hickory Point Bank & Trust
Illinois
$1.83M
CP
2024
Creekside Partners
California
$1.82M
BFC
2025
Bedel Financial Consulting
Indiana
$1.82M