CVX icon

Chevron

3,488 hedge funds and large institutions have $212B invested in Chevron in 2024 Q1 according to their latest regulatory filings, with 227 funds opening new positions, 1,661 increasing their positions, 1,271 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,488
Holders Change
+45
Holders Change %
+1.31%
% of All Funds
50.56%
Holding in Top 10
140
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-9.68%
% of All Funds
2.03%
New
227
Increased
1,661
Reduced
1,271
Closed
138
Calls
$4.8B
Puts
$4.02B
Net Calls
+$780M
Net Calls Change
+$1.14B
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
2276
Prairie Wealth Advisors
Nebraska
$862K +$862K +5,465 New
GWM
2277
Gray Wealth Management
Maine
$861K -$6.47K -41 -0.7%
PCH
2278
PGIM Custom Harvest
New Jersey
$861K +$389K +2,467 +83%
BCA
2279
Bray Capital Advisors
Florida
$860K +$789 +5 +0.1%
PIA
2280
Pinion Investment Advisors
Kansas
$858K +$16.2K +103 +2%
HEIP
2281
Hudson Edge Investment Partners
New Jersey
$857K -$59.2K -375 -6%
LFG
2282
Larson Financial Group
Missouri
$855K +$83.1K +527 +11%
CAM
2283
Cozad Asset Management
Illinois
$854K +$1.26K +8 +0.1%
MAWA
2284
Moss Adams Wealth Advisors
Washington
$854K +$11.7K +74 +1%
HJGA
2285
Hardman Johnston Global Advisors
Connecticut
$852K
CWA
2286
CM Wealth Advisors
Ohio
$850K +$218K +1,342 +35%
CF
2287
Clarity Financial
Texas
$849K +$58.4K +370 +7%
BWP
2288
Barlow Wealth Partners
Kentucky
$847K -$148K -932 -15%
AO
2289
Advisor OS
Illinois
$847K +$101K +640 +14%
FFC
2290
First Financial Corp
Indiana
$847K -$30.9K -196 -4%
TWD
2291
True Wealth Design
Ohio
$845K +$18.9K +120 +2%
Walleye Trading
2292
Walleye Trading
New York
$844K -$10.5M -66,367 -93%
KC
2293
Kingfisher Capital
North Carolina
$844K +$7.89K +50 +0.9%
BWM
2294
BCS Wealth Management
Tennessee
$844K +$33K +209 +4%
LWM
2295
Lakeridge Wealth Management
Ohio
$843K -$71.8K -455 -8%
GG
2296
Greenwood Gearhart
Arkansas
$843K +$97.2K +616 +13%
CAM
2297
CPA Asset Management
Florida
$843K
WAM
2298
WFA Asset Management
Wisconsin
$841K -$45.4K -288 -5%
AA
2299
Auxano Advisors
Washington
$840K -$59.2K -375 -7%
WDG
2300
Wealth Dimensions Group
Ohio
$840K -$33.1K -210 -4%