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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 %
SWM
2351
Scissortail Wealth Management
Oklahoma
$845K +$1.34K +8 +0.2%
BWM
2352
BCS Wealth Management
Tennessee
$845K -$18.2K -109 -2%
TWP
2353
Tempus Wealth Planning
California
$844K -$15.9K -95 -2%
UIM
2354
Unified Investment Management
Georgia
$842K
TFIPS
2355
Towarzystwo Funduszy Inwestycyjnych PZU SA
$841K +$61.9K +370 +8%
WAM
2356
WFA Asset Management
Wisconsin
$841K -$27.3K -173 -3%
EGM
2357
Engineers Gate Manager
New York
$841K -$1.18M -7,060 -58%
SAM
2358
Seelaus Asset Management
New Jersey
$836K
AAI
2359
American Assets Inc
California
$836K
OIM
2360
Opus Investment Management
Massachusetts
$836K
AA
2361
Addison Advisors
Vermont
$836K +$23.3K +139 +3%
MA
2362
MBA Advisors
Pennsylvania
$835K +$37.6K +225 +5%
NFA
2363
Northern Financial Advisors
Michigan
$835K -$24.8K -148 -3%
TLA
2364
Tanglewood Legacy Advisors
Texas
$834K +$3.18K +19 +0.4%
BHWM
2365
Beaird Harris Wealth Management
Texas
$829K -$32.3K -193 -4%
BWP
2366
Barlow Wealth Partners
Kentucky
$827K +$41.6K +300 +5%
HFS
2367
Howard Financial Services
Texas
$824K +$85.7K +512 +12%
FA
2368
Faithward Advisors
Pennsylvania
$823K +$79.5K +475 +11%
SAM
2369
Sompo Asset Management
Japan
$821K -$1.2M -7,186 -59%
AP
2370
Atwood & Palmer
Missouri
$820K -$2.68K -16 -0.3%
OFO
2371
OneAscent Family Office
Alabama
$820K +$430K +2,567 +110%
EFG
2372
Ethos Financial Group
Pennsylvania
$819K +$27K +185 +3%
PPWM
2373
Paragon Private Wealth Management
Kentucky
$817K -$22.9K -137 -3%
MPW
2374
Monterey Private Wealth
California
$816K +$3.35K +20 +0.4%
MPM
2375
Meritage Portfolio Management
Kansas
$815K -$4.94M -29,558 -86%