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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 %
SC
2226
Steph & Co
Wisconsin
$866K -$37.2K -238 -4%
IWM
2227
Integris Wealth Management
California
$865K -$6.1K -39 -0.7%
SVCP
2228
Silicon Valley Capital Partners
California
$864K +$140K +892 +19%
NFA
2229
Northern Financial Advisors
Michigan
$862K -$4.85K -31 -0.6%
SW
2230
SkyOak Wealth
Michigan
$862K +$38K +243 +5%
BIP
2231
Blueprint Investment Partners
North Carolina
$860K +$184K +1,178 +27%
GWM
2232
Gray Wealth Management
Maine
$860K +$6.1K +39 +0.7%
D
2233
Diversified
Delaware
$859K +$191K +1,221 +29%
CVA
2234
Central Valley Advisors
California
$856K -$39.1K -307 -4%
NCM
2235
NCM Capital Management
New Jersey
$856K -$7.82K -50 -0.9%
BL
2236
Balentine LLC
Georgia
$854K -$2.79M -17,851 -77%
BCA
2237
Bray Capital Advisors
Florida
$854K +$782 +5 +0.1%
BHWM
2238
Beaird Harris Wealth Management
Texas
$853K +$181K +1,154 +27%
FSWA
2239
Financial Synergies Wealth Advisors
Texas
$853K +$38.2K +244 +5%
AIIMS
2240
Analyst IMS Investment Management Services
Israel
$851K +$153K +977 +22%
HEIP
2241
Hudson Edge Investment Partners
New Jersey
$850K
PP
2242
PrairieView Partners
Minnesota
$848K +$625K +3,993 +279%
LWA
2243
Lantern Wealth Advisors
New York
$848K -$78.2K -500 -8%
PPWM
2244
Paragon Private Wealth Management
Kentucky
$847K -$29.1K -186 -3%
IGGA
2245
Iron Gate Global Advisors
Utah
$847K -$52.4K -335 -6%
AIM
2246
Alhambra Investment Management
Florida
$846K -$59.4K -380 -7%
CPW
2247
Crestmont Private Wealth
Texas
$845K +$168K +1,071 +25%
HJGA
2248
Hardman Johnston Global Advisors
Connecticut
$845K
WAM
2249
WFA Asset Management
Wisconsin
$842K +$8.6K +55 +1%
TWD
2250
True Wealth Design
Ohio
$842K +$4.38K +28 +0.5%