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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 %
HCP
2376
Hardin Capital Partners
South Carolina
$813K -$57K -341 -7%
MWM
2377
Moulton Wealth Management
Washington
$811K +$335 +2 +0%
BL
2378
Balentine LLC
Georgia
$811K -$123K -737 -13%
LPAM
2379
Lodestar Private Asset Management
California
$811K -$41.2K -246 -5%
CWMGP
2380
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$811K -$250K -1,494 -24%
LF
2381
LifeSteps Financial
California
$810K +$335 +2 +0%
FNBSF
2382
First National Bank Sioux Falls
South Dakota
$809K +$82.8K +495 +11%
HIA
2383
HTG Investment Advisors
Connecticut
$808K
FFL
2384
Future Fund LLC
Illinois
$808K +$808K +4,831 New
EFA
2385
Evernest Financial Advisors
Indiana
$808K +$192K +1,149 +31%
GWSG
2386
GPS Wealth Strategies Group
Colorado
$805K -$150K -895 -16%
WS
2387
Wela Strategies
Georgia
$804K +$804K +4,804 New
JHP
2388
James Hambro & Partners
United Kingdom
$804K
AWM
2389
Act Wealth Management
Texas
$802K +$55K +329 +7%
CCA
2390
Cottonwood Capital Advisors
Utah
$801K +$1.51K +9 +0.2%
BOM
2391
Bank of Marin
California
$799K -$188K -1,125 -19%
DIP
2392
Davis Investment Partners
North Carolina
$799K +$495K +3,655 +162%
SFP
2393
Shepherd Financial Partners
Massachusetts
$797K +$59.6K +356 +8%
IGGA
2394
Iron Gate Global Advisors
Utah
$797K -$82.8K -495 -9%
AC
2395
AXQ Capital
New Jersey
$796K +$796K +4,756 New
LWMM
2396
Legacy Wealth Management (Mississippi)
Mississippi
$794K -$113K -678 -13%
PCA
2397
Purkiss Capital Advisors
Connecticut
$793K +$251K +1,501 +46%
PMG
2398
ProVise Management Group
Florida
$793K +$44.2K +264 +6%
FWTB
2399
First Western Trust Bank
Colorado
$791K -$11.9K -71 -1%
EIA
2400
Eldridge Investment Advisors
New Hampshire
$788K -$6.36K -38 -0.8%