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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
DPIM
2526
Duff & Phelps Investment Management
Illinois
$623K -$2.59M -16,226 -80%
MWM
2527
MGB Wealth Management
Texas
$621K -$80.5K -505 -11%
JWM
2528
Janiczek Wealth Management
Colorado
$621K -$44.3K -278 -7%
SRSA
2529
S.R. Schill & Associates
Washington
$621K -$713K -4,473 -53%
CIA
2530
Cladis Investment Advisory
Montana
$620K -$10.5K -66 -2%
BAM
2531
Brave Asset Management
New Jersey
$620K -$33.2K -208 -5%
APIM
2532
Agate Pass Investment Management
Washington
$620K +$4.46K +28 +0.7%
HAG
2533
HF Advisory Group
Maryland
$620K +$85K +533 +16%
QC
2534
Quent Capital
New York
$619K -$85.2K -534 -12%
TAM
2535
Trillium Asset Management
Massachusetts
$618K
BWP
2536
Bernardo Wealth Planning
Pennsylvania
$618K +$6.06K +38 +1%
RMSCM
2537
R.M. Sincerbeaux Capital Management
New York
$618K -$79.7K -500 -11%
UWS
2538
Unique Wealth Strategies
Illinois
$617K
VH
2539
Visionary Horizons
Tennessee
$614K
GC
2540
Guidance Capital
Kentucky
$613K -$20.7K -130 -3%
FDS
2541
First Dallas Securities
Texas
$613K +$1.75K +11 +0.3%
XWM
2542
Xcel Wealth Management
Florida
$613K +$27.1K +170 +5%
SAM
2543
Summit Asset Management
Tennessee
$611K -$21.5K -135 -3%
CC
2544
Cornerstone Capital
California
$609K
MPIA
2545
Mountain Pacific Investment Advisers
Idaho
$608K -$112K -705 -15%
DMBA
2546
Deseret Mutual Benefit Administrators
Utah
$605K +$49K +307 +9%
PFG
2547
Prosperity Financial Group
California
$604K -$3.51K -22 -0.6%
SW
2548
Solidarity Wealth
Utah
$603K -$1.4M -8,767 -69%
NCMW
2549
Northern Capital Management (Washington)
Washington
$603K -$4.94K -31 -0.8%
MCA
2550
Maryland Capital Advisors
Maryland
$603K

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.