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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 %
FWM
2451
FMB Wealth Management
California
$686K -$46.4K -294 -6%
RPWA
2452
Regent Peak Wealth Advisors
Georgia
$686K -$110K -698 -14%
EIG
2453
Ellenbecker Investment Group
Wisconsin
$686K +$10.3K +65 +2%
DWM
2454
Defined Wealth Management
Oregon
$684K +$8.83K +56 +1%
APWM
2455
Atlas Private Wealth Management
New York
$684K -$14.8K -94 -2%
CPW
2456
Crestmont Private Wealth
Texas
$684K
ECM
2457
Exchange Capital Management
Michigan
$683K +$9.62K +61 +1%
AFT
2458
Alpha Family Trust
California
$683K +$75.7K +480 +12%
WHCI
2459
W.H. Cornerstone Investments
Massachusetts
$682K -$8.99K -57 -1%
BIP
2460
Blueprint Investment Partners
North Carolina
$682K +$234K +1,483 +52%
WAM
2461
WNY Asset Management
New York
$681K +$316 +2 +0%
HCMG
2462
Howard Capital Management Group
California
$680K
CCM
2463
Carderock Capital Management
Maryland
$679K -$58K -368 -8%
GCA
2464
Genesee Capital Advisors
New York
$679K +$15.1K +96 +2%
BHWM
2465
Beaird Harris Wealth Management
Texas
$678K +$140K +885 +26%
AWM
2466
Act Wealth Management
Texas
$678K -$158 -1 -0%
RA
2467
Ruggaard & Associates
Ohio
$678K +$8.36K +53 +1%
KFA
2468
Kapstone Financial Advisors
Ohio
$678K +$12.8K +81 +2%
BIA
2469
Beacon Investment Advisors
Maryland
$678K +$16.7K +106 +3%
OFS
2470
Orrstown Financial Services
Pennsylvania
$677K -$10.3K -65 -1%
MPM
2471
MBB Public Markets
Illinois
$677K +$677K +4,294 New
SNB
2472
Security National Bank
Nebraska
$677K
FFO
2473
Fiduciary Family Office
Florida
$675K -$3K -19 -0.4%
MCM
2474
McRae Capital Management
New Jersey
$674K -$11.4K -72 -2%
D
2475
Diversified
Delaware
$673K +$30.6K +194 +5%