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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 %
PA
2251
Perennial Advisors
New York
$841K +$38.6K +247 +5%
EBWM
2252
Eagle Bluffs Wealth Management
Missouri
$839K +$15.5K +99 +2%
ICM
2253
Islay Capital Management
Texas
$839K +$33.8K +216 +4%
AAG
2254
Armstrong Advisory Group
Massachusetts
$838K +$107K +685 +15%
KC
2255
Kingfisher Capital
North Carolina
$838K +$1.56K +10 +0.2%
CAM
2256
CPA Asset Management
Florida
$837K +$1.25K +8 +0.1%
RZH
2257
Relyea Zuckerberg Hanson
Connecticut
$834K +$48.8K +312 +6%
PCH
2258
PGIM Custom Harvest
New Jersey
$834K -$19.1K -122 -2%
CFD
2259
Creative Financial Designs
Indiana
$834K +$84.5K +540 +11%
MI
2260
Motiv8 Investments
Florida
$833K +$14.5K +93 +2%
FFC
2261
First Financial Corp
Indiana
$833K -$7.04K -45 -0.8%
LWAM
2262
Legacy Wealth Asset Management
Minnesota
$831K -$168K -1,071 -17%
WDG
2263
Wealth Dimensions Group
Ohio
$828K -$4.85K -31 -0.6%
BWP
2264
Barlow Wealth Partners
Kentucky
$827K +$155 +1 +0%
CSWM
2265
Cassady Schiller Wealth Management
Ohio
$826K -$5.16K -33 -0.6%
HCP
2266
Hardin Capital Partners
South Carolina
$826K +$826K +5,281 New
SIC
2267
Samalin Investment Counsel
New York
$824K -$71.8K -459 -8%
WAS
2268
Winch Advisory Services
Wisconsin
$821K +$48K +307 +6%
MCM
2269
Mendel Capital Management
Arkansas
$821K +$6.57K +42 +0.8%
AWA
2270
Aletheian Wealth Advisors
Washington
$821K +$42.7K +273 +5%
KFS
2271
Keynote Financial Services
Connecticut
$821K
AA
2272
Auxano Advisors
Washington
$821K -$12.7K -81 -2%
CF
2273
Copperwynd Financial
Arizona
$820K +$112K +696 +16%
AI
2274
Accredited Investors
Minnesota
$819K +$86.8K +555 +12%
ACH
2275
ArrowMark Colorado Holdings
Colorado
$819K