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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 %
GKWIM
2326
Gerber Kawasaki Wealth & Investment Management
California
$811K +$20.7K +131 +3%
PA
2327
Perennial Advisors
New York
$809K +$789 +5 +0.1%
BT
2328
Brandywine Trust
Delaware
$809K
LF
2329
LifeSteps Financial
California
$809K -$31.5K -200 -4%
TWP
2330
Total Wealth Planning
Ohio
$809K -$18.9K -120 -2%
SCM
2331
Sterneck Capital Management
Missouri
$808K -$31.5K -200 -4%
CIM
2332
Chapman Investment Management
California
$807K -$44.8K -284 -5%
VC
2333
Veracity Capital
Georgia
$805K +$60.9K +386 +8%
PAG
2334
Powers Advisory Group
Illinois
$802K -$946 -6 -0.1%
FWTB
2335
First Western Trust Bank
Colorado
$801K -$334K -2,119 -29%
CQS
2336
Credential Qtrade Securities
$797K +$64.7K +410 +9%
OF
2337
Outfitter Financial
Maine
$796K
W
2338
Wealthquest
Ohio
$796K -$66.4K -421 -8%
CWM
2339
Campbell Wealth Management
Virginia
$793K +$312K +1,976 +65%
NPA
2340
Nichols & Pratt Advisers
Massachusetts
$793K +$2.21K +14 +0.3%
RZH
2341
Relyea Zuckerberg Hanson
Connecticut
$792K -$13.4K -85 -2%
AP
2342
Appleton Partners
Massachusetts
$792K -$119K -757 -13%
LWM
2343
LongView Wealth Management
Georgia
$791K -$59.2K -375 -7%
AP
2344
Atwood & Palmer
Missouri
$789K -$25.6K -162 -3%
CCA
2345
Cottonwood Capital Advisors
Utah
$789K -$40.8K -259 -5%
AAI
2346
American Assets Inc
California
$789K
OIM
2347
Opus Investment Management
Massachusetts
$789K
JC
2348
JB Capital
Connecticut
$787K +$16.7K +106 +2%
SL
2349
Salomon & Ludwin
Virginia
$787K +$94.6K +600 +14%
SWM
2350
Sterling Wealth Management
Illinois
$786K +$4.89K +31 +0.6%