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Chevron

3,768 hedge funds and large institutions have $219B invested in Chevron in 2025 Q1 according to their latest regulatory filings, with 256 funds opening new positions, 1,660 increasing their positions, 1,507 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,768
Holders Change
+56
Holders Change %
+1.51%
% of All Funds
51.17%
Holding in Top 10
162
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+67.01%
% of All Funds
2.2%
New
256
Increased
1,660
Reduced
1,507
Closed
133
Calls
$5.04B
Puts
$3.67B
Net Calls
+$1.36B
Net Calls Change
+$743M
Name Holding Trade Value Shares
Change
Shares
Change %
DAM
2276
Diamant Asset Management
Connecticut
$922K
ZF
2277
Zhang Financial
Michigan
$921K +$340K +2,030 +58%
MCM
2278
Monument Capital Management
Virginia
$921K +$392K +2,342 +74%
WA
2279
Wealth Architects
California
$920K +$329K +1,969 +56%
CSPIA
2280
Cary Street Partners Investment Advisory
Virginia
$919K +$200K +1,194 +28%
HDIM
2281
Hanson & Doremus Investment Management
Vermont
$919K -$15.7K -94 -2%
SIS
2282
Sound Income Strategies
Florida
$918K -$220K -1,316 -19%
CIA
2283
Compass Ion Advisors
Pennsylvania
$918K -$106K -633 -10%
PIWA
2284
Prevail Innovative Wealth Advisors
Kansas
$918K +$543K +3,246 +145%
NFSG
2285
Newbridge Financial Services Group
Florida
$914K +$161K +961 +21%
UAG
2286
United Advisor Group
Ohio
$914K -$340K -2,032 -27%
UWP
2287
Uniting Wealth Partners
Kansas
$913K -$167 -1 -0%
RK
2288
Rather & Kittrell
Tennessee
$912K +$3.68K +22 +0.4%
KCM
2289
Kathmere Capital Management
Pennsylvania
$912K +$450K +2,692 +98%
BWA
2290
Bordeaux Wealth Advisors
California
$911K +$376K +2,250 +70%
EBSAM
2291
Eubel Brady & Suttman Asset Management
Ohio
$907K
FC
2292
Forte Capital
New York
$907K -$9.2K -55 -1%
T
2293
Tableaux
Massachusetts
$906K +$167K +1,000 +23%
BCMLT
2294
Beacon Capital Management LLC (Tennessee)
Tennessee
$904K +$9.03K +54 +1%
HJGA
2295
Hardman Johnston Global Advisors
Connecticut
$903K
SCI
2296
Stableford Capital II
Arizona
$902K -$112K -812 -11%
ZIG
2297
Zullo Investment Group
Pennsylvania
$901K +$50.5K +302 +6%
AA
2298
Auxano Advisors
Washington
$901K -$502 -3 -0.1%
CSI
2299
Cross Staff Investments
New York
$900K +$77.6K +464 +9%
W
2300
Wealthquest
Ohio
$900K +$10K +60 +1%