CVX icon

Chevron

3,638 hedge funds and large institutions have $188B invested in Chevron in 2025 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 1,581 increasing their positions, 1,559 reducing their positions, and 225 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,638
Holders Change
-130
Holders Change %
-3.45%
% of All Funds
48.75%
Holding in Top 10
69
Holding in Top 10 Change
-93
Holding in Top 10 Change %
-57.41%
% of All Funds
0.92%
New
158
Increased
1,581
Reduced
1,559
Closed
225
Calls
$3.65B
Puts
$3.88B
Net Calls
-$223M
Net Calls Change
-$1.59B
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
2401
Purus Wealth Management
California
$685K +$136K +953 +25%
CF
2402
Clarity Financial
Texas
$684K +$78.7K +550 +13%
AAI
2403
American Assets Inc
California
$684K
SAMT
2404
Select Asset Management & Trust
Pennsylvania
$683K +$20K +140 +3%
BTWM
2405
Baker Tilly Wealth Management
Wisconsin
$680K -$81.2K -567 -11%
RZH
2406
Relyea Zuckerberg Hanson
Connecticut
$680K -$135K -944 -17%
MCM
2407
Monument Capital Management
Virginia
$679K -$109K -761 -14%
FFO
2408
Fiduciary Family Office
Florida
$679K +$162K +1,133 +31%
LF
2409
LifeSteps Financial
California
$677K -$16.3K -114 -2%
CWMGP
2410
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$676K -$17.6K -123 -3%
EFA
2411
Evernest Financial Advisors
Indiana
$675K -$15.9K -111 -2%
AWM
2412
Act Wealth Management
Texas
$675K -$12.3K -86 -2%
MCC
2413
Malaga Cove Capital
California
$673K +$1.29K +9 +0.2%
FFG
2414
Fiduciary Financial Group
California
$673K +$53.3K +366 +9%
CH
2415
Cromwell Holdings
Wyoming
$672K +$143 +1 +0%
AIM
2416
Advyzon Investment Management
Illinois
$671K +$144K +1,003 +27%
EIA
2417
Eldridge Investment Advisors
New Hampshire
$671K -$4.01K -28 -0.6%
PFT
2418
Providence First Trust
Arizona
$670K +$2.15K +15 +0.3%
PMG
2419
ProVise Management Group
Florida
$668K -$10.7K -75 -2%
GWSG
2420
GPS Wealth Strategies Group
Colorado
$667K -$21.2K -148 -3%
QIM
2421
Quest Investment Management
Oregon
$666K +$666K +4,649 New
GAM
2422
Gemmer Asset Management
California
$665K +$16.5K +115 +3%
LI
2423
LifeWealth Investments
Florida
$665K +$351K +2,454 +112%
BCI
2424
Blue Capital Inc
Nebraska
$665K +$665K +4,641 New
S
2425
Sunpointe
Missouri
$663K +$165K +1,150 +33%