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Chevron

3,449 hedge funds and large institutions have $195B invested in Chevron in 2024 Q3 according to their latest regulatory filings, with 176 funds opening new positions, 1,447 increasing their positions, 1,465 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,449
Holders Change
-23
Holders Change %
-0.66%
% of All Funds
49.88%
Holding in Top 10
99
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-22.66%
% of All Funds
1.43%
New
176
Increased
1,447
Reduced
1,465
Closed
163
Calls
$3.1B
Puts
$3.27B
Net Calls
-$163M
Net Calls Change
-$376M
Name Holding Trade Value Shares
Change
Shares
Change %
EBWM
2251
Eagle Bluffs Wealth Management
Missouri
$792K +$1.77K +12 +0.2%
GA
2252
Gateway Advisory
New Jersey
$792K -$185K -1,259 -19%
ICM
2253
Islay Capital Management
Texas
$790K
CAM
2254
CPA Asset Management
Florida
$788K
CWA
2255
Consilium Wealth Advisory
Texas
$788K +$34.8K +236 +5%
LWAM
2256
Legacy Wealth Asset Management
Minnesota
$786K +$3.98K +27 +0.5%
ACH
2257
ArrowMark Colorado Holdings
Colorado
$786K +$14.7K +100 +2%
FSWA
2258
Financial Synergies Wealth Advisors
Texas
$786K -$17.5K -119 -2%
MCM
2259
Mendel Capital Management
Arkansas
$785K +$11.9K +81 +2%
LF
2260
LifeSteps Financial
California
$785K +$29.7K +202 +4%
FFC
2261
First Financial Corp
Indiana
$784K
CW
2262
Channel Wealth
California
$784K -$113K -769 -13%
PCM
2263
Piedmont Capital Management
Montana
$784K -$43.9K -293 -5%
D
2264
Diversified
Delaware
$783K -$25.2K -171 -3%
DE
2265
Diversified Enterprises
Delaware
$783K +$783K +5,319 New
DOA
2266
D'Orazio & Associates
Virginia
$783K -$40.2K -273 -5%
ARMT
2267
Amica Retiree Medical Trust
Rhode Island
$782K +$782K +5,313 New
W
2268
Wealthquest
Ohio
$782K +$17.7K +118 +2%
HI
2269
Hoey Investments
Pennsylvania
$782K
HCP
2270
Hardin Capital Partners
South Carolina
$781K -$4.17K -28 -0.5%
SIAG
2271
Safeguard Investment Advisory Group
California
$780K +$80.8K +548 +12%
SIA
2272
Sit Investment Associates
Minnesota
$779K -$2.05M -13,895 -72%
AF
2273
Aviso Financial
Ontario, Canada
$778K +$63.8K +433 +9%
CSWM
2274
Cassady Schiller Wealth Management
Ohio
$778K
FFO
2275
Fortitude Family Office
Arizona
$777K +$486K +3,297 +166%