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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
GDP
2576
Great Diamond Partners
Maine
$586K -$60.8K -381 -9%
JSC
2577
Jackson Square Capital
California
$586K -$54.9K -344 -8%
AFIA
2578
America First Investment Advisors
Nebraska
$586K
MA
2579
MJP Associates
Connecticut
$586K -$4.94K -31 -0.8%
OMC
2580
Overbrook Management Corp
New York
$585K -$42.4K -266 -7%
SDWIA
2581
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$585K +$5.58K +35 +0.9%
AGC
2582
Aspen Grove Capital
Colorado
$585K +$100K +628 +20%
RHJA
2583
Rice Hall James & Associates
California
$585K
GAA
2584
Guardian Asset Advisors
Pennsylvania
$584K +$178K +1,118 +43%
FG
2585
Foster Group
Iowa
$584K +$34.3K +215 +6%
QPW
2586
Quantum Private Wealth
Florida
$584K +$1.44K +9 +0.2%
TAM
2587
TCP Asset Management
Ohio
$583K
OAM
2588
Occidental Asset Management
California
$583K +$223K +1,399 +60%
AWP
2589
Abacus Wealth Partners
California
$582K +$8.29K +52 +1%
PCM
2590
Perritt Capital Management
Illinois
$581K +$18.2K +114 +3%
RA
2591
Riversedge Advisors
Delaware
$581K +$5.42K +34 +0.9%
MSF
2592
Mustard Seed Financial
Arkansas
$580K
SSWM
2593
Strait & Sound Wealth Management
California
$579K -$30.8K -193 -5%
SRC
2594
Sage Rhino Capital
California
$579K +$14.7K +92 +3%
VCS
2595
Vaughan & Co Securities
New Jersey
$579K +$34.8K +218 +6%
AC
2596
ASB Consultores
Florida
$578K -$337K -2,112 -36%
RIG
2597
Renaissance Investment Group
Massachusetts
$578K -$110K -687 -15%
SIC
2598
Sterling Investment Counsel
New York
$577K -$35.6K -223 -6%
SP
2599
Stonebrook Private
Michigan
$576K -$258K -1,615 -30%
AIP
2600
Almanack Investment Partners
Pennsylvania
$576K +$3.99K +25 +0.7%

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.