CVX icon

Chevron

3,472 hedge funds and large institutions have $214B invested in Chevron in 2024 Q2 according to their latest regulatory filings, with 168 funds opening new positions, 1,569 increasing their positions, 1,363 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,472
Holders Change
-16
Holders Change %
-0.46%
% of All Funds
50.49%
Holding in Top 10
128
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-8.57%
% of All Funds
1.86%
New
168
Increased
1,569
Reduced
1,363
Closed
134
Calls
$3.37B
Puts
$3.16B
Net Calls
+$214M
Net Calls Change
-$566M
Name Holding Trade Value Shares
Change
Shares
Change %
MHR
2176
Matthew Hamilton Rosenberg
$924K -$51.8K -331 -5%
PWM
2177
Partnership Wealth Management
Maryland
$923K
LWMM
2178
Legacy Wealth Management (Mississippi)
Mississippi
$921K
KPPF
2179
Klein Pavlis & Peasley Financial
California
$920K -$662K -4,231 -42%
SFP
2180
Sandbox Financial Partners
Maryland
$919K -$108K -690 -11%
6F
2181
626 Financial
Michigan
$919K -$54.4K -348 -6%
ERWM
2182
Elk River Wealth Management
Colorado
$918K -$26.9K -172 -3%
CSB
2183
City State Bank
Iowa
$918K -$28K -179 -3%
OIA
2184
Optimum Investment Advisors
Illinois
$918K -$18.8K -120 -2%
KP
2185
Keel Point
Alabama
$918K +$10.2K +71 +1%
WFA
2186
WestHill Financial Advisors
California
$917K -$4.22K -27 -0.5%
SWM
2187
Salvus Wealth Management
New Jersey
$916K -$36.8K -235 -4%
CAM
2188
Costello Asset Management
Pennsylvania
$916K -$194K -1,238 -17%
IA
2189
IAM Advisory
Pennsylvania
$916K -$313 -2 -0%
MA
2190
MBA Advisors
Pennsylvania
$916K -$68.8K -440 -7%
NLP
2191
Next Level Private
New York
$914K -$626 -4 -0.1%
PFT
2192
Providence First Trust
Arizona
$912K
SPA
2193
Shore Point Advisors
New Jersey
$910K
CIA
2194
Compass Ion Advisors
Pennsylvania
$908K
BWCS
2195
Beirne Wealth Consulting Services
Connecticut
$908K
SCP
2196
Silverleafe Capital Partners
Tennessee
$908K +$1.1K +7 +0.1%
GWAM
2197
Guardian Wealth Advisors (Minnesota)
Minnesota
$907K -$1.56K -10 -0.2%
SCM
2198
Sterneck Capital Management
Missouri
$907K +$105K +671 +13%
FH
2199
FWG Holdings
Florida
$906K +$48.4K +314 +6%
JIP
2200
Jaffetilchin Investment Partners
Florida
$904K +$10.6K +68 +1%