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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
DWM
2601
Dorchester Wealth Management
Quebec, Canada
$576K -$63K -395 -10%
ODFS
2602
O'Donnell Financial Services
California
$574K +$31.1K +195 +6%
BWP
2603
BSW Wealth Partners
Colorado
$574K -$2.71K -17 -0.5%
HC
2604
Hara Capital
Washington
$574K
OIM
2605
Oder Investment Management
California
$572K +$26.5K +166 +5%
FPWM
2606
FSB Premier Wealth Management
Iowa
$572K +$143K +896 +32%
SGWM
2607
Sterling Group Wealth Management
California
$571K +$583K +3,653 New
PCM
2608
Peirce Capital Management
Texas
$571K
COCM
2609
Charter Oak Capital Management
New Hampshire
$571K -$4.46K -28 -0.8%
FCM
2610
Fogel Capital Management
Florida
$569K +$127K +797 +28%
GFG
2611
Goldstone Financial Group
Illinois
$569K +$154K +968 +36%
PP
2612
Pacifica Partners
Canada
$568K +$21.5K +135 +4%
CRIG
2613
Charter Research & Investment Group
Connecticut
$568K
OPWM
2614
Oakwell Private Wealth Management
Texas
$565K +$335K +2,100 +139%
PWM
2615
Palumbo Wealth Management
New York
$565K +$3.67K +23 +0.6%
ML
2616
McAdam LLC
Pennsylvania
$564K +$17.1K +107 +3%
CA
2617
Crumly & Associates
Illinois
$563K +$19.1K +120 +3%
MA
2618
McBroom & Associates
Nevada
$563K
DWM
2619
Dopkins Wealth Management
New York
$562K +$15.1K +95 +3%
MA
2620
MKT Advisors
California
$562K +$28.1K +176 +5%
C1AG
2621
Client 1st Advisory Group
Florida
$561K +$264K +1,657 +86%
BPWM
2622
Black Point Wealth Management
Florida
$560K +$571K +3,580 New
AW
2623
Avion Wealth
Texas
$560K +$12.8K +80 +2%
AFA
2624
AA Financial Advisors
Ohio
$559K -$34.3K -215 -6%
OW
2625
Olistico Wealth
Oklahoma
$556K

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.