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Chevron

3,497 hedge funds and large institutions have $214B invested in Chevron in 2024 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 1,585 increasing their positions, 1,367 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 137

16% more repeat investments, than reductions

Existing positions increased: 1,585 | Existing positions reduced: 1,367

1.55% more ownership

Funds ownership: 72.66%74.21% (+1.6%)

7% more call options, than puts

Call options by funds: $3.37B | Put options by funds: $3.16B

1% more capital invested

Capital invested by funds: $213B → $214B (+$1.15B)

0% less funds holding

Funds holding: 3,5143,497 (-17)

9% less funds holding in top 10

Funds holding in top 10: 141129 (-12)

Holders
3,497
Holders Change
-17
Holders Change %
-0.48%
% of All Funds
50.5%
Holding in Top 10
129
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-8.51%
% of All Funds
1.86%
New
169
Increased
1,585
Reduced
1,367
Closed
137
Calls
$3.37B
Puts
$3.16B
Net Calls
+$214M
Net Calls Change
-$566M
Name Holding Trade Value Shares
Change
Change in
Stake
FI
2476
Fractal Investments
Connecticut
$657K
RFN
2477
RDA Financial Network
Iowa
$656K +$13.1K +82 +2%
AFO
2478
Arrowroot Family Office
California
$655K -$478 -3 -0.1%
TLA
2479
Tanglewood Legacy Advisors
Texas
$654K -$62.5K -392 -9%
FHWM
2480
Fox Hill Wealth Management
Massachusetts
$654K +$4.94K +31 +0.7%
SCM
2481
Saxony Capital Management
Missouri
$653K +$23.8K +149 +4%
SAI
2482
Savvy Advisors Inc
New York
$652K +$217K +1,363 +49%
RWA
2483
Roberts Wealth Advisors
California
$651K +$111K +699 +20%
IFWM
2484
Institute for Wealth Management
Colorado
$650K -$9.89K -62 -1%
NRC
2485
New Republic Capital
North Carolina
$650K +$70.6K +443 +12%
SCI
2486
Silver Coast Investments
United States
$650K +$21.8K +137 +3%
OF
2487
Outfitter Financial
Maine
$649K -$144K -900 -18%
NAMNJ
2488
NorthStar Asset Management (New Jersey)
New Jersey
$647K -$11.8K -74 -2%
HCA
2489
Horan Capital Advisors
Ohio
$647K
AFG
2490
Altiora Financial Group
Ohio
$646K
RFP
2491
Root Financial Partners
California
$646K -$14.2K -89 -2%
MWM
2492
Mosley Wealth Management
California
$645K +$1.59K +10 +0.2%
IA
2493
Inspire Advisors
Idaho
$645K +$8.77K +55 +1%
SA
2494
Shilanski & Associates
Alaska
$644K -$2.39K -15 -0.4%
GAAM
2495
Guinness Atkinson Asset Management
California
$644K +$132K +828 +25%
LA
2496
Latitude Advisors
Florida
$642K +$3.51K +22 +0.5%
EFA
2497
Evernest Financial Advisors
Indiana
$642K -$57.6K -361 -8%
EIG
2498
Ellenbecker Investment Group
Wisconsin
$642K -$38.7K -243 -6%
PCM
2499
Pointe Capital Management
Michigan
$641K -$2.71K -17 -0.4%
PAS
2500
Professional Advisory Services
Florida
$641K -$11.5K -72 -2%

CVX Hedge Fund Activity: Q2 2024 in Review

3,497 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q2 2024, worth a combined $214B — up 0.54% from $213B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new CVX positions and 137 closed out — a net gain of 32 holders — while 1,585 added to existing stakes and 1,367 trimmed.

The largest buyer was State Street, adding an estimated $5.61B. The largest seller was Lazard Asset Management, cutting an estimated $812M.

  • 3,497 institutional investors held Chevron (CVX) as of Q2 2024, down from 3,514 in Q1 2024.
  • Funds reported $214B of Chevron stock for Q2 2024, up 0.54% quarter-over-quarter.
  • 169 funds opened new Chevron positions in Q2 2024 and 137 closed out, a net change of +32 holders.
  • The largest Chevron buyer in Q2 2024 was State Street, an estimated $5.61B added.
  • The largest Chevron seller in Q2 2024 was Lazard Asset Management, an estimated $812M sold.

Based on aggregated 13F filings for Q2 2024.