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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 %
AIFAIM
2251
American Institute for Advanced Investment Management
Arizona
$879K -$45.6K -315 -5%
SA
2252
SAM Advisors
California
$878K +$1.01K +7 +0.1%
WCA
2253
Westover Capital Advisors
Delaware
$878K
SFA
2254
Semmax Financial Advisors
North Carolina
$876K +$42.7K +274 +5%
KP
2255
Keel Point
Alabama
$873K -$14.9K -103 -2%
SWM
2256
Salvus Wealth Management
New Jersey
$872K +$5.79K +40 +0.7%
MAWA
2257
Moss Adams Wealth Advisors
Washington
$871K -$60.8K -420 -7%
NLP
2258
Next Level Private
New York
$871K -$91.7K -633 -10%
GWAM
2259
Guardian Wealth Advisors (Minnesota)
Minnesota
$870K +$1.16K +8 +0.1%
SWA
2260
SOA Wealth Advisors
New York
$870K -$724 -5 -0.1%
CFG
2261
Copley Financial Group
California
$869K +$68.2K +471 +9%
RWM
2262
Riverbend Wealth Management
South Carolina
$869K +$869K +5,974 New
SCM
2263
Sterneck Capital Management
Missouri
$867K -$75.2K -519 -8%
TCM
2264
Tang Capital Management
California
$866K +$866K +5,978 New
SPA
2265
Shore Point Advisors
New Jersey
$865K +$61.6K +425 +8%
MCM
2266
Mainstream Capital Management
California
$863K +$18.3K +126 +2%
JWM
2267
JGP Wealth Management
Oregon
$861K +$17.8K +123 +2%
AWP
2268
Ascent Wealth Partners
New York
$858K -$83.3K -575 -9%
EBWM
2269
Eagle Bluffs Wealth Management
Missouri
$858K +$78.9K +545 +10%
CWM
2270
Campbell Wealth Management
Virginia
$856K +$552K +3,807 +181%
6F
2271
626 Financial
Michigan
$855K +$2.61K +18 +0.3%
MFG
2272
Mainsail Financial Group
Washington
$855K +$6.08K +42 +0.7%
BOM
2273
Bank of Marin
California
$855K +$106K +730 +14%
EA
2274
Emerald Advisors
Washington
$853K -$115K -794 -12%
OC
2275
Oarsman Capital
Wisconsin
$851K -$8.69K -60 -1%