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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 %
SWM
2226
Sendero Wealth Management
Texas
$900K +$1.01K +7 +0.1%
NRG
2227
Nemes Rush Group
Michigan
$900K -$190K -1,315 -17%
SIM
2228
Sterling Investment Management
Arizona
$899K -$14.8K -102 -2%
HWA
2229
Heartwood Wealth Advisors
Virginia
$899K +$2.46K +17 +0.3%
WDG
2230
Wealth Dimensions Group
Ohio
$898K +$30.1K +208 +3%
III
2231
Independent Investors Inc
New York
$897K
WAS
2232
Winch Advisory Services
Wisconsin
$896K +$87.1K +601 +11%
CWM
2233
CCG Wealth Management
California
$896K +$2.17K +15 +0.2%
BWP
2234
Barlow Wealth Partners
Kentucky
$896K +$52.1K +329 +6%
CFA
2235
CWS Financial Advisors
Michigan
$893K +$158K +1,093 +22%
SAIG
2236
Semper Augustus Investments Group
Colorado
$893K
CSB
2237
City State Bank
Iowa
$893K -$7.97K -55 -0.9%
JMFC
2238
J.M. Forbes & Co
Massachusetts
$891K -$290 -2 -0%
WCM
2239
Winthrop Capital Management
Indiana
$891K +$891K +6,227 New
FC
2240
Fjell Capital
North Dakota
$890K +$890K +6,145 New
SW
2241
Simplicity Wealth
New Jersey
$888K -$881K -6,084 -50%
CIA
2242
Compass Ion Advisors
Pennsylvania
$887K +$27.5K +190 +3%
CHA
2243
Cooper/Haims Advisors
New York
$885K +$145 +1 +0%
V
2244
ViaWealth
Kansas
$884K -$52.4K -362 -6%
MCM
2245
Mattern Capital Management
Colorado
$883K +$81K +559 +10%
IAA
2246
Ironsides Asset Advisors
North Carolina
$882K
CWA
2247
Consilium Wealth Advisory
Texas
$882K +$107K +739 +14%
PCH
2248
PGIM Custom Harvest
New Jersey
$881K +$93.9K +648 +12%
MCM
2249
Manchester Capital Management
Vermont
$879K -$23.3K -161 -3%
CCG
2250
Coastwise Capital Group
California
$879K -$35.9K -248 -4%