We are live on ! Find out more
CVX icon

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
RFN
2501
Redwood Financial Network
Ohio
$641K +$80.2K +503 +14%
BIA
2502
Barry Investment Advisors
Massachusetts
$640K +$2.39K +15 +0.4%
JSL
2503
JT Stratford LLC
Georgia
$640K -$5.9K -37 -0.9%
SDH
2504
Sloy Dahl & Holst
Washington
$639K
SFP
2505
Shepherd Financial Partners
Massachusetts
$638K +$7.97K +50 +1%
CWA
2506
Clarity Wealth Advisors
California
$637K -$19.1K -120 -3%
IGAM
2507
iA Global Asset Management
Quebec, Canada
$637K -$997K -6,251 -61%
AHL
2508
Abel Hall LLC
Louisiana
$636K +$24.2K +152 +4%
LCM
2509
Lazari Capital Management
California
$636K +$121K +761 +23%
VCM
2510
Vision Capital Management
Oregon
$636K
FNC
2511
First National Corp
Massachusetts
$635K
WRPWM
2512
Werba Rubin Papier Wealth Management
California
$634K +$296K +1,855 +84%
CPG
2513
Custom Portfolio Group
Colorado
$632K -$15.9K -100 -2%
RLIM
2514
Red Lighthouse Investment Management
New York
$632K -$478 -3 -0.1%
CWC
2515
Carolinas Wealth Consulting
North Carolina
$631K +$73.2K +459 +13%
FWP
2516
Firethorn Wealth Partners
Georgia
$631K +$44K +276 +7%
SL
2517
Salomon & Ludwin
Virginia
$631K -$152K -956 -19%
CA
2518
Cornerstone Advisory
Maryland
$630K -$356K -2,234 -36%
CS
2519
Capital Square
Tennessee
$629K -$29K -182 -4%
GSCM
2520
Greenfield Seitz Capital Management
Texas
$629K -$3.51K -22 -0.5%
KOCAA
2521
Knights of Columbus Asset Advisors
Connecticut
$628K +$640K +4,012 New
BCFD
2522
Boit C.F. David
$626K
LWM
2523
Laidlaw Wealth Management
New York
$625K -$12.6K -79 -2%
HGA
2524
Hobbs Group Advisors
South Carolina
$625K +$637K +3,994 New
KA
2525
Klingman & Associates
New York
$625K +$49.9K +313 +9%

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.