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Chevron

3,712 hedge funds and large institutions have $197B invested in Chevron in 2024 Q4 according to their latest regulatory filings, with 448 funds opening new positions, 1,471 increasing their positions, 1,467 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,712
Holders Change
+263
Holders Change %
+7.63%
% of All Funds
49.41%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
1.29%
New
448
Increased
1,471
Reduced
1,467
Closed
119
Calls
$4B
Puts
$3.38B
Net Calls
+$620M
Net Calls Change
+$782M
Name Holding Trade Value Shares
Change
Shares
Change %
BPW
2201
Bingham Private Wealth
California
$927K +$927K +6,397 New
AWM
2202
Accel Wealth Management
Iowa
$925K -$92.1K -636 -9%
DAM
2203
Deltec Asset Management
New York
$924K -$29K -200 -3%
RFP
2204
Root Financial Partners
California
$924K +$321K +2,216 +53%
MPCA
2205
Madison Park Capital Advisors
Washington
$924K +$34.6K +239 +4%
CAMV
2206
Concord Asset Management (Virginia)
Virginia
$923K -$2.45M -16,903 -73%
SFI
2207
SPC Financial Inc
Maryland
$923K +$130K +896 +16%
BC
2208
Barrett & Company
Rhode Island
$918K
CWMGP
2209
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$918K -$45.6K -315 -5%
BIA
2210
Beacon Investment Advisors
Maryland
$914K +$724 +5 +0.1%
MW
2211
MBL Wealth
North Carolina
$914K -$7.97K -55 -0.9%
BFA
2212
Brendel Financial Advisors
New Hampshire
$913K -$177K -1,219 -16%
WCM
2213
Windsor Capital Management
Arizona
$912K -$40.4K -279 -4%
ESBC
2214
E.S. Barr & Co
Kentucky
$912K -$151K -1,040 -14%
OWM
2215
OneAscent Wealth Management
Alabama
$911K -$46.2K -319 -5%
RCM
2216
Requisite Capital Management
Texas
$910K
DWM
2217
Drive Wealth Management
Utah
$910K -$49K -338 -5%
PIM
2218
Provident Investment Management
Michigan
$908K +$5.5K +38 +0.6%
DLHL
2219
Donald L. Hagan LLC
Florida
$908K -$41.3K -285 -4%
SIA
2220
SeaBridge Investment Advisors
New Jersey
$906K +$202K +1,397 +29%
CWM
2221
Castle Wealth Management
Florida
$906K -$32K -221 -3%
NCM
2222
NCM Capital Management
New Jersey
$905K +$113K +779 +14%
APW
2223
Austin Private Wealth
Texas
$904K -$46.2K -319 -5%
BWM
2224
Baron Wealth Management
Michigan
$903K -$228K -1,574 -20%
CWM
2225
Calamos Wealth Management
Illinois
$903K +$17.4K +120 +2%