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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 %
TF
2301
Trek Financial
Arizona
$839K +$298K +1,887 +55%
CSWM
2302
Cassady Schiller Wealth Management
Ohio
$838K +$103K +656 +14%
SP
2303
Stonebrook Private
Michigan
$836K -$8.04K -51 -1%
RCG
2304
Regatta Capital Group
California
$835K +$109K +688 +15%
CBA
2305
Coastal Bridge Advisors
Connecticut
$832K -$279K -1,770 -25%
EBWM
2306
Eagle Bluffs Wealth Management
Missouri
$831K +$26.8K +170 +3%
SW
2307
SkyOak Wealth
Michigan
$831K -$304K -1,930 -27%
SAM
2308
Seelaus Asset Management
New Jersey
$828K -$151K -955 -15%
KFS
2309
Keynote Financial Services
Connecticut
$828K +$828K +5,248 New
HA
2310
HC Advisors
Georgia
$827K +$4.73K +30 +0.6%
ACH
2311
ArrowMark Colorado Holdings
Colorado
$826K +$558K +3,538 +208%
MI
2312
Motiv8 Investments
Florida
$826K +$121K +766 +17%
VSQM
2313
V-Square Quantitative Management
Illinois
$825K
FC
2314
Fusion Capital
South Carolina
$822K -$14.7K -93 -2%
FSWA
2315
Financial Synergies Wealth Advisors
Texas
$822K +$382K +2,425 +87%
TWM
2316
Tanager Wealth Management
United Kingdom
$822K -$13.6K -86 -2%
MCM
2317
Mendel Capital Management
Arkansas
$821K +$47K +298 +6%
CCG
2318
Catalina Capital Group
California
$820K +$448K +2,841 +121%
JGIA
2319
Jackson Grant Investment Advisers
Connecticut
$816K +$4.89K +31 +0.6%
F4L
2320
Fortune 45 LLC
Louisiana
$814K -$9.45K -60 -1%
EWM
2321
Edge Wealth Management
New York
$814K -$119K -754 -13%
ACA
2322
Aspire Capital Advisors
Washington
$813K +$19.1K +121 +2%
ICM
2323
Islay Capital Management
Texas
$812K -$3.79K -24 -0.5%
W
2324
WorthPointe
California
$811K +$4.1K +26 +0.5%
CSI
2325
Cross Staff Investments
New York
$811K