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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
SAMT
2651
Select Asset Management & Trust
Pennsylvania
$539K
SM
2652
Sweeney & Michel
California
$537K +$5.58K +35 +1%
RI
2653
RWWM Inc
California
$536K -$34.4K -216 -6%
DLCIG
2654
D.L. Carlson Investment Group
New Hampshire
$536K -$22K -138 -4%
CHA
2655
Carmichael Hill & Associates
Maryland
$534K -$47.2K -296 -8%
B
2656
Birchbrook
Maine
$533K +$2.55K +16 +0.5%
EWM
2657
Elmwood Wealth Management
California
$533K
WS
2658
Wela Strategies
Georgia
$530K +$10.7K +67 +2%
SFFS
2659
Stonehage Fleming Financial Services
Jersey
$529K -$1.26M -7,915 -70%
HFS
2660
Howard Financial Services
Texas
$528K +$8.93K +56 +2%
ZF
2661
Zhang Financial
Michigan
$527K -$14.2K -89 -3%
TP
2662
Tranquility Partners
Tennessee
$526K +$11.2K +70 +2%
MCM
2663
Morton Capital Management
California
$524K +$12.6K +79 +2%
FFA
2664
Florida Financial Advisors
Florida
$523K -$98.7K -619 -16%
SFG
2665
Sovereign Financial Group
Connecticut
$522K +$5.1K +32 +1%
TFA
2666
Toth Financial Advisory
Virginia
$522K -$39.9K -250 -7%
RPA
2667
Rock Point Advisors
Vermont
$522K -$7.97K -50 -1%
CSPAM
2668
Cary Street Partners Asset Management
Virginia
$522K +$239K +1,501 +82%
RFA
2669
ROI Financial Advisors
Oregon
$521K -$9.73K -61 -2%
GC
2670
Gibson Capital
Pennsylvania
$519K
CFS
2671
Commonwealth Financial Services
West Virginia
$518K +$15.3K +96 +3%
SP
2672
Successful Portfolios
Florida
$517K -$148K -930 -22%
HA
2673
HC Advisors
Georgia
$517K -$310K -1,942 -37%
HFS
2674
Heritage Financial Services
Massachusetts
$515K -$12.1K -76 -2%
WFAG
2675
Wescott Financial Advisory Group
Pennsylvania
$513K +$65.5K +411 +14%

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.