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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 %
CSB
2126
City State Bank
Iowa
$916K +$51.5K +350 +6%
SWM
2127
Sendero Wealth Management
Texas
$914K +$1.33K +9 +0.1%
EWA
2128
Encompass Wealth Advisors
Oregon
$914K +$37K +251 +4%
FFA
2129
Fortune Financial Advisors
Kansas
$913K -$906K -6,149 -50%
ECM
2130
Elgethun Capital Management
South Dakota
$912K +$5.89K +40 +0.7%
III
2131
Independent Investors Inc
New York
$912K
HWA
2132
Heartwood Wealth Advisors
Virginia
$911K +$38.7K +263 +4%
AWM
2133
Aviso Wealth Management
Washington
$910K +$168K +1,142 +23%
CWM
2134
CCG Wealth Management
California
$909K -$5.15K -35 -0.6%
SAIG
2135
Semper Augustus Investments Group
Colorado
$908K +$18.7K +127 +2%
JMFC
2136
J.M. Forbes & Co
Massachusetts
$906K -$295 -2 -0%
MPCA
2137
Madison Park Capital Advisors
Washington
$904K +$442 +3 +0%
KP
2138
Keel Point
Alabama
$903K -$34.5K -234 -4%
UAG
2139
United Advisor Group
Ohio
$902K +$191K +1,296 +27%
BSTWA
2140
Blake Schutter Theil Wealth Advisors
Ohio
$902K +$902K +6,127 New
CWM
2141
Calamos Wealth Management
Illinois
$900K -$5.14M -34,875 -85%
CHA
2142
Cooper/Haims Advisors
New York
$900K -$29.9K -203 -3%
KA
2143
Klingman & Associates
New York
$898K +$310K +2,108 +53%
IAA
2144
Ironsides Asset Advisors
North Carolina
$897K +$252K +1,708 +39%
BFPW
2145
BOK Financial Private Wealth
Colorado
$894K +$204K +1,383 +29%
EW
2146
Elyxium Wealth
California
$894K +$894K +6,072 New
WCA
2147
Westover Capital Advisors
Delaware
$892K +$61.9K +420 +7%
SA
2148
SAM Advisors
California
$892K +$892K +6,057 New
PCMC
2149
Private Capital Management (Colorado)
Colorado
$891K +$62.3K +423 +8%
TCOK
2150
Trust Company of Kansas
Kansas
$890K +$66.2K +450 +8%