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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 %
VCM
2201
Virtue Capital Management
Tennessee
$903K -$69.8K -452 -7%
MIS
2202
Morningstar Investment Services
Illinois
$902K -$19M -121,785 -95%
SAM
2203
Smithbridge Asset Management
Pennsylvania
$900K -$1.05M -6,700 -54%
APG
2204
Abacus Planning Group
South Carolina
$897K -$19.6K -125 -2%
CF
2205
Clarity Financial
Texas
$895K +$53.6K +343 +6%
CFO
2206
Callan Family Office
Pennsylvania
$894K +$544K +3,479 +156%
PWM
2207
PBMares Wealth Management
Virginia
$894K -$74.9K -479 -8%
SFI
2208
SPC Financial Inc
Maryland
$887K +$171K +1,092 +24%
PPC
2209
Park Place Capital
Alabama
$886K -$371K -2,370 -29%
PCM
2210
Piedmont Capital Management
Montana
$886K
SWMP
2211
Signature Wealth Management Partners
New Jersey
$884K -$26.3K -168 -3%
WCA
2212
Westover Capital Advisors
Delaware
$882K
VBFG
2213
Vishria Bird Financial Group
Tennessee
$882K
PCMC
2214
Private Capital Management (Colorado)
Colorado
$880K +$436K +2,788 +98%
LIA
2215
LBMC Investment Advisors
Tennessee
$880K
AWM
2216
Aprio Wealth Management
Georgia
$880K +$450K +2,874 +104%
WW
2217
Waterfront Wealth
Kansas
$878K -$49.7K -318 -5%
OFG
2218
Oxford Financial Group
Indiana
$876K +$155K +990 +21%
TCOK
2219
Trust Company of Kansas
Kansas
$875K +$629K +4,024 +256%
DOA
2220
D'Orazio & Associates
Virginia
$875K -$7.2K -46 -0.8%
NCFG
2221
New Century Financial Group
New Jersey
$873K -$2.15M -13,757 -71%
MIM
2222
Merrion Investment Management
New Jersey
$871K -$188K -1,200 -18%
BCM
2223
Blume Capital Management
California
$871K
PF
2224
Penney Financial
Texas
$869K
CGA
2225
Crescent Grove Advisors
Illinois
$867K -$4.85K -31 -0.6%