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Chevron

3,472 hedge funds and large institutions have $214B invested in Chevron in 2024 Q2 according to their latest regulatory filings, with 168 funds opening new positions, 1,569 increasing their positions, 1,363 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,472
Holders Change
-16
Holders Change %
-0.46%
% of All Funds
50.49%
Holding in Top 10
128
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-8.57%
% of All Funds
1.86%
New
168
Increased
1,569
Reduced
1,363
Closed
134
Calls
$3.37B
Puts
$3.16B
Net Calls
+$214M
Net Calls Change
-$566M
Name Holding Trade Value Shares
Change
Shares
Change %
LF
2301
LifeSteps Financial
California
$802K
CWA
2302
Consilium Wealth Advisory
Texas
$800K +$211K +1,351 +36%
W
2303
Wealthquest
Ohio
$798K +$9.54K +61 +1%
TWP
2304
Total Wealth Planning
Ohio
$798K -$10.4K -66 -1%
WI
2305
Wedgewood Investors
Pennsylvania
$798K +$798K +5,101 New
MFWP
2306
Mosaic Family Wealth Partners
Missouri
$789K -$74.5K -476 -9%
BCMLT
2307
Beacon Capital Management LLC (Tennessee)
Tennessee
$788K +$25K +160 +3%
AWM
2308
Aviso Wealth Management
Washington
$788K -$243K -1,554 -24%
NPA
2309
Nichols & Pratt Advisers
Massachusetts
$786K
RGF
2310
Retirement Guys Formula
Ohio
$786K +$59.1K +378 +8%
AA
2311
Addison Advisors
Vermont
$784K +$21.4K +137 +3%
RCG
2312
Regatta Capital Group
California
$783K -$45.4K -290 -5%
SRL
2313
Scientech Research LLC
New Jersey
$783K +$446K +2,849 +132%
AAI
2314
American Assets Inc
California
$782K
OIM
2315
Opus Investment Management
Massachusetts
$782K
HI
2316
Hoey Investments
Pennsylvania
$782K -$88.1K -563 -10%
WAL
2317
W Advisors LLC
Tennessee
$780K -$93.1K -595 -11%
SWIM
2318
Smallwood Wealth Investment Management
New Jersey
$777K +$24.9K +159 +3%
CC
2319
Callan Capital
California
$775K +$397K +2,541 +105%
CIM
2320
Chapman Investment Management
California
$774K -$25.3K -162 -3%
BTWM
2321
Baker Tilly Wealth Management
Wisconsin
$771K -$952K -6,083 -55%
SIA
2322
SeaBridge Investment Advisors
New Jersey
$770K -$790K -5,053 -51%
FC
2323
FCA Corp
Texas
$768K +$5.01K +32 +0.7%
SWM
2324
Sterling Wealth Management
Illinois
$768K -$11.7K -75 -2%
SC
2325
Sierra Capital
Florida
$767K