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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 %
PCMC
2351
Paragon Capital Management (Colorado)
Colorado
$785K -$24.8K -157 -3%
AWA
2352
Aletheian Wealth Advisors
Washington
$785K +$68.5K +434 +10%
WAS
2353
Winch Advisory Services
Wisconsin
$780K +$189K +1,200 +32%
MWM
2354
Merriman Wealth Management
Washington
$777K -$94.5K -599 -11%
OWA
2355
Octavia Wealth Advisors
Ohio
$775K -$53.3K -338 -6%
SFC
2356
Sprinkle Financial Consultants
Colorado
$775K +$631 +4 +0.1%
SC
2357
Sierra Capital
Florida
$774K
PWM
2358
Paulson Wealth Management
Illinois
$773K +$159K +1,010 +26%
JHP
2359
James Hambro & Partners
United Kingdom
$772K +$12.5K +79 +2%
BCMLT
2360
Beacon Capital Management LLC (Tennessee)
Tennessee
$770K +$132K +839 +21%
AA
2361
Addison Advisors
Vermont
$769K -$8.52K -54 -1%
FC
2362
FCA Corp
Texas
$769K +$217K +1,375 +39%
CG
2363
Corundum Group
Colorado
$766K -$23.8K -151 -3%
PP
2364
Pingora Partners
Wyoming
$765K +$93.9K +595 +14%
MWM
2365
Moulton Wealth Management
Washington
$764K
CRA
2366
Clear Rock Advisors
Texas
$764K +$1.42K +9 +0.2%
BBNA
2367
Bremer Bank National Association
Minnesota
$762K -$804K -5,095 -51%
SWIM
2368
Smallwood Wealth Investment Management
New Jersey
$758K
NFSG
2369
Newbridge Financial Services Group
Florida
$757K +$399K +2,528 +111%
SI
2370
SCP Investment
California
$757K -$473K -3,000 -38%
EBSAM
2371
Eubel Brady & Suttman Asset Management
Ohio
$757K +$30K +190 +4%
BA
2372
Ballew Advisors
Mississippi
$756K +$2.12K +13 +0.3%
MCWA
2373
Meadow Creek Wealth Advisors
Georgia
$756K -$946 -6 -0.1%
CFD
2374
Creative Financial Designs
Indiana
$756K +$170K +1,080 +29%
HIA
2375
HTG Investment Advisors
Connecticut
$754K