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Chevron

3,638 hedge funds and large institutions have $188B invested in Chevron in 2025 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 1,581 increasing their positions, 1,559 reducing their positions, and 225 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,638
Holders Change
-130
Holders Change %
-3.45%
% of All Funds
48.75%
Holding in Top 10
69
Holding in Top 10 Change
-93
Holding in Top 10 Change %
-57.41%
% of All Funds
0.92%
New
158
Increased
1,581
Reduced
1,559
Closed
225
Calls
$3.65B
Puts
$3.88B
Net Calls
-$223M
Net Calls Change
-$1.59B
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
2101
Lantern Wealth Advisors
New York
$969K +$969K +6,770 New
MAWA
2102
Moss Adams Wealth Advisors
Washington
$968K +$24.8K +173 +3%
AIIMS
2103
Analyst IMS Investment Management Services
Israel
$966K +$9.59K +67 +1%
CFP
2104
Curran Financial Partners
South Carolina
$964K +$7.3K +51 +0.8%
MTC
2105
Matrix Trust Company
Colorado
$964K -$235K -1,643 -20%
CP
2106
Canopy Partners
Ohio
$963K -$31.8K -222 -3%
CA
2107
Carson Advisory
Georgia
$963K -$47.1K -329 -5%
AP
2108
Advisors Preferred
Maryland
$961K
OA
2109
Operose Advisors
Wisconsin
$960K +$12.9K +90 +1%
LCM
2110
Lazari Capital Management
California
$958K -$2.86K -20 -0.3%
NWAG
2111
Net Worth Advisory Group
Utah
$956K +$96.4K +673 +11%
WCG
2112
Weaver Consulting Group
California
$956K +$6.73K +47 +0.7%
WAS
2113
Winch Advisory Services
Wisconsin
$954K +$22.6K +158 +2%
FPB
2114
First PREMIER Bank
South Dakota
$954K -$8.88K -62 -0.9%
1WM
2115
1900 Wealth Management
Texas
$954K -$79K -552 -8%
JSSH
2116
J. Safra Sarasin Holding
$953K
BDLIB
2117
Banque de Luxembourg Investments (BLI)
Luxembourg
$949K
PIM
2118
Provident Investment Management
Michigan
$948K +$68.2K +476 +8%
ZF
2119
Zhang Financial
Michigan
$947K +$158K +1,106 +20%
CWA
2120
Centennial Wealth Advisory
Michigan
$947K +$347K +2,422 +58%
GTAM
2121
Global Trust Asset Management
Florida
$947K -$157K -1,096 -14%
APWA
2122
Atlas Private Wealth Advisors
New Jersey
$946K -$266K -1,857 -22%
OFS
2123
OMC Financial Services
New York
$945K -$101K -707 -10%
WA
2124
Waddell & Associates
Tennessee
$944K -$442K -3,088 -32%
SDWIA
2125
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$943K +$27.8K +194 +3%