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Chevron

3,488 hedge funds and large institutions have $212B invested in Chevron in 2024 Q1 according to their latest regulatory filings, with 227 funds opening new positions, 1,661 increasing their positions, 1,271 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,488
Holders Change
+45
Holders Change %
+1.31%
% of All Funds
50.56%
Holding in Top 10
140
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-9.68%
% of All Funds
2.03%
New
227
Increased
1,661
Reduced
1,271
Closed
138
Calls
$4.8B
Puts
$4.02B
Net Calls
+$780M
Net Calls Change
+$1.14B
Name Holding Trade Value Shares
Change
Shares
Change %
GWANC
2151
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.03M -$8.52K -54 -0.8%
SWM
2152
Sendero Wealth Management
Texas
$1.03M +$46.2K +293 +5%
MCA
2153
MSH Capital Advisors
Arizona
$1.03M +$63.9K +405 +7%
DA
2154
Duality Advisers
Florida
$1.03M +$1.03M +6,526 New
PIM
2155
Provident Investment Management
Michigan
$1.03M +$149K +945 +17%
SIS
2156
Sound Income Strategies
Florida
$1.02M -$135K -858 -12%
CWM
2157
CCG Wealth Management
California
$1.02M +$1.02M +6,486 New
BG
2158
Benedetti & Gucer
Georgia
$1.02M -$424K -2,687 -29%
VCM
2159
Virtue Capital Management
Tennessee
$1.02M -$211K -1,302 -17%
CFP
2160
Curran Financial Partners
South Carolina
$1.02M -$43.4K -275 -4%
V
2161
ViaWealth
Kansas
$1.02M +$315 +2 +0%
AIS
2162
AM Investment Strategies
Tennessee
$1.02M +$789 +5 +0.1%
CHA
2163
Cooper/Haims Advisors
New York
$1.01M +$17.5K +111 +2%
FIB
2164
First Interstate Bank
Montana
$1.01M -$48.6K -308 -5%
OC
2165
Oarsman Capital
Wisconsin
$1.01M -$29.2K -185 -3%
LWAM
2166
Legacy Wealth Asset Management
Minnesota
$1.01M +$17.7K +112 +2%
CW
2167
Channel Wealth
California
$1M +$42.4K +269 +4%
FGA
2168
Fortis Group Advisors
New Jersey
$1M -$43.4K -275 -4%
BC
2169
Barrett & Company
Rhode Island
$1,000K
MCM
2170
Manchester Capital Management
Vermont
$996K +$275K +1,742 +38%
WF
2171
Wayfinding Financial
Washington
$994K -$17.2K -106 -2%
KP
2172
Keel Point
Alabama
$993K +$93.2K +591 +10%
MA
2173
MBA Advisors
Pennsylvania
$993K -$25.9K -164 -3%
MHR
2174
Matthew Hamilton Rosenberg
$992K -$823K -5,176 -45%
AIA
2175
Alera Investment Advisors
Illinois
$988K +$39.8K +252 +4%