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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
HIC
2676
Hartline Investment Corp
Illinois
$512K -$1.61M -10,108 -76%
SAG
2677
Spotlight Asset Group
Illinois
$511K
RWP
2678
Revolve Wealth Partners
New Jersey
$510K +$9.41K +59 +2%
BWA
2679
Bordeaux Wealth Advisors
California
$508K +$37.3K +234 +8%
RDFA
2680
Ritter Daniher Financial Advisory
Ohio
$508K -$17.5K -110 -3%
HWM
2681
HFR Wealth Management
New York
$506K
WF
2682
Whelan Financial
California
$506K +$26.2K +164 +5%
LF
2683
Lee Financial
Texas
$506K +$44K +276 +9%
PA
2684
Probity Advisors
Texas
$506K -$3.51K -22 -0.7%
PBT
2685
Pictet Bank & Trust
Bahamas
$505K
LAM
2686
Lakewood Asset Management
Illinois
$504K +$1.59K +10 +0.3%
MWM
2687
MinichMacGregor Wealth Management
New York
$503K
VNA
2688
Valley National Advisers
Pennsylvania
$503K -$11.5K -72 -2%
MFG
2689
Midwest Financial Group
Kansas
$503K +$2.87K +18 +0.6%
RWS
2690
Resolute Wealth Strategies
Mississippi
$501K +$6.22K +39 +1%
BSG
2691
Black Swift Group
Colorado
$500K -$159K -1,000 -24%
PS
2692
Planned Solutions
California
$500K +$52.9K +332 +12%
ODA
2693
One Degree Advisors
California
$499K
TAM
2694
Tucker Asset Management
Colorado
$497K +$66.5K +417 +15%
BWG
2695
Balanced Wealth Group
Ohio
$496K +$5.26K +33 +1%
RFA
2696
RTD Financial Advisors
Pennsylvania
$494K +$162K +1,013 +47%
KCFA
2697
Key Client Fiduciary Advisors
New Jersey
$493K
MSA
2698
Marino Stram & Associates
Massachusetts
$493K +$1.75K +11 +0.4%
TA
2699
TFB Advisors
Kansas
$492K +$47.5K +298 +10%
TCWM
2700
Total Clarity Wealth Management
Illinois
$492K -$19.8K -124 -4%

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.