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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
BFG
2551
Berger Financial Group
Minnesota
$603K +$87.5K +549 +17%
STA
2552
Smith Thornton Advisors
Alabama
$602K +$614K +3,851 New
CMI
2553
Clare Market Investments
Texas
$602K +$3.67K +23 +0.6%
HSG
2554
Helen Stephens Group
Texas
$601K +$159 +1 +0%
S
2555
Sachetta
Massachusetts
$601K +$54.2K +340 +10%
MGIA
2556
Matthew Goff Investment Advisor
Texas
$601K
BCG
2557
Breakwater Capital Group
New Jersey
$601K +$181K +1,133 +42%
IGWM
2558
ICA Group Wealth Management
Colorado
$600K -$2.14M -13,448 -78%
RGC
2559
Roberts, Glore & Co
Illinois
$596K
CL
2560
COWA LLC
Oklahoma
$596K +$47.8K +300 +9%
FA
2561
FDx Advisors
Illinois
$596K -$2.99M -18,731 -83%
CMS
2562
Capital Market Strategies
Florida
$595K +$30.9K +194 +5%
PWM
2563
Purus Wealth Management
California
$594K +$4.94K +31 +0.8%
SFC
2564
Strategic Financial Concepts
Texas
$592K +$40.2M +252,212 +4,325%
KC
2565
Kades & Cheifetz
Pennsylvania
$592K -$7.33K -46 -1%
AAIM
2566
Asset Advisors Investment Management
Georgia
$591K +$603K +3,781 New
SPA
2567
Sherbrooke Park Advisers
New York
$591K +$329K +2,063 +120%
FFA
2568
Fairfield Financial Advisors
Massachusetts
$591K +$602K +3,778 New
TFA
2569
Teamwork Financial Advisors
Texas
$590K -$1.05M -6,567 -64%
AIA
2570
Alera Investment Advisors
Illinois
$590K -$397K -2,492 -40%
GHA
2571
Granite Harbor Advisors
Texas
$590K +$179K +1,121 +42%
HIIFS
2572
Harel Insurance Investments & Financial Services
Israel
$589K -$54.7K -343 -8%
VW
2573
Vance Wealth
California
$589K -$9.57K -60 -2%
HP
2574
Hyperion Partners
Pennsylvania
$587K +$2.71K +17 +0.5%
KFG
2575
Kingdom Financial Group
Arizona
$587K -$59.8K -375 -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.