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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
HOWA
2701
Heritage Oak Wealth Advisors
Florida
$491K +$500K +3,136 New
RSA
2702
River Street Advisors
Illinois
$490K +$66.3K +416 +15%
SL
2703
Summitry LLC
California
$490K -$13.2K -83 -3%
LT
2704
Legacy Trust
Michigan
$489K +$31.9K +200 +7%
WIM
2705
Westside Investment Management
California
$489K
RW
2706
RVW Wealth
California
$488K -$7.5K -47 -1%
CFA
2707
Capstone Financial Advisors
Illinois
$488K -$22.8K -143 -4%
TFGT
2708
TS Financial Group (TSFG)
Illinois
$488K +$32.7K +205 +7%
SSW
2709
Smith Shellnut Wilson
Mississippi
$487K +$17.9K +112 +4%
MTIM
2710
Marathon Trading Investment Management
Pennsylvania
$487K -$604K -3,788 -55%
PWM
2711
Prentice Wealth Management
New York
$486K -$2.23K -14 -0.4%
AI
2712
AdvisorShares Investments
Maryland
$485K +$494K +3,100 New
BMD
2713
Better Money Decisions
New Mexico
$485K -$8.13K -51 -2%
RPCA
2714
Running Point Capital Advisors
California
$484K -$8.45K -53 -2%
Capstone Investment Advisors
2715
Capstone Investment Advisors
New York
$483K -$169K -1,061 -26%
ACM
2716
Avalon Capital Management
California
$483K +$49.3K +309 +11%
B
2717
BetterWealth
California
$483K +$3.19K +20 +0.7%
TIM
2718
Tortoise Investment Management
New York
$483K -$2.87K -18 -0.6%
LCGC
2719
Legacy Capital Group California
California
$482K +$4.94K +31 +1%
FNWA
2720
Financial Network Wealth Advisors
Utah
$482K +$15.8K +99 +3%
OWA
2721
One Wealth Advisors
California
$482K -$5.9K -37 -1%
RSS
2722
Rosenblum Silverman Sutton
California
$482K -$87.7K -550 -15%
AT
2723
American Trust
Kentucky
$480K -$80K -502 -14%
COA
2724
Crown Oak Advisors
California
$479K +$5.1K +32 +1%
PMSA
2725
Patrick M. Sweeney & Associates
Illinois
$479K +$46.2K +290 +10%

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.