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Chevron

3,814 hedge funds and large institutions have $223B invested in Chevron in 2025 Q1 according to their latest regulatory filings, with 255 funds opening new positions, 1,689 increasing their positions, 1,519 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 255 | Existing positions closed: 135

69% more funds holding in top 10

Funds holding in top 10: 97164 (+67)

37% more call options, than puts

Call options by funds: $5.04B | Put options by funds: $3.67B

13% more capital invested

Capital invested by funds: $198B → $223B (+$25.1B)

11% more repeat investments, than reductions

Existing positions increased: 1,689 | Existing positions reduced: 1,519

1.74% more ownership

Funds ownership: 74.47%76.21% (+1.7%)

2% more funds holding

Funds holding: 3,7533,814 (+61)

Holders
3,814
Holders Change
+61
Holders Change %
+1.63%
% of All Funds
51.15%
Holding in Top 10
164
Holding in Top 10 Change
+67
Holding in Top 10 Change %
+69.07%
% of All Funds
2.2%
New
255
Increased
1,689
Reduced
1,519
Closed
135
Calls
$5.04B
Puts
$3.67B
Net Calls
+$1.36B
Net Calls Change
+$743M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
251
Kestra Advisory Services
Texas
$49.5M -$3.29M -21,032 -7%
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$49.5M +$2.4M +15,352 +5%
YCM
253
Yousif Capital Management
Michigan
$49.3M +$273K +1,745 +0.6%
ZIM
254
Zacks Investment Management
Illinois
$49M +$1.28M +8,151 +3%
AF
255
Allworth Financial
California
$48.4M +$1.24M +7,932 +2%
CP
256
Coho Partners
Pennsylvania
$48.4M -$15.7M -100,425 -26%
GI
257
Gradient Investments
Minnesota
$48.3M +$3.02M +19,302 +7%
Capital Fund Management (CFM)
258
Capital Fund Management (CFM)
France
$47.9M -$1.2M -7,684 -3%
Kovitz Investment Group Partners
259
Kovitz Investment Group Partners
Illinois
$47.9M +$1.58M +10,109 +4%
SYBT
260
Stock Yards Bank & Trust
Kentucky
$47.8M -$1.06M -6,780 -2%
GC
261
Guggenheim Capital
Illinois
$47.3M +$1.77M +11,326 +4%
ELC
262
Edgar Lomax Company
Virginia
$46.8M -$9.95M -63,535 -18%
SFM
263
Stack Financial Management
Montana
$46.6M -$668K -4,266 -2%
MNA
264
Manning & Napier Advisors
New York
$46.4M -$2.58M -16,476 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
265
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$46.2M -$10.6M -67,891 -20%
Allspring Global Investments
266
Allspring Global Investments
North Carolina
$45.9M +$1.32M +8,434 +3%
CFB
267
Cullen/Frost Bankers
Texas
$45.8M +$1.11M +7,079 +3%
FCI
268
Financial Counselors Inc
Kansas
$45.6M +$349K +2,228 +0.8%
URS
269
Utah Retirement Systems
Utah
$45.4M -$2.3M -14,720 -5%
QCM
270
QRG Capital Management
Illinois
$44.7M +$3.36M +21,437 +9%
QCM
271
Quantinno Capital Management
New York
$44.5M +$9.08M +57,991 +28%
SI
272
Stephens Inc
Arkansas
$44M +$2.09M +13,374 +5%
USAA
273
United Services Automobile Association
Texas
$43.9M
AAS
274
Avantax Advisory Services
Texas
$43.4M +$5.76M +36,767 +17%
Pathstone Holdings
275
Pathstone Holdings
New Jersey
$43.1M +$944K +6,030 +2%

CVX Hedge Fund Activity: Q1 2025 in Review

3,814 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q1 2025, worth a combined $223B — up 13% from $198B a quarter earlier.

Buyers outnumbered sellers: 255 funds opened new CVX positions and 135 closed out — a net gain of 120 holders — while 1,689 added to existing stakes and 1,519 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $1.37B. The largest seller was State Street, cutting an estimated $830M.

  • 3,814 institutional investors held Chevron (CVX) as of Q1 2025, up from 3,753 in Q4 2024.
  • Funds reported $223B of Chevron stock for Q1 2025, up 13% quarter-over-quarter.
  • 255 funds opened new Chevron positions in Q1 2025 and 135 closed out, a net change of +120 holders.
  • The largest Chevron buyer in Q1 2025 was GQG Partners, an estimated $1.37B added.
  • The largest Chevron seller in Q1 2025 was State Street, an estimated $830M sold.

Based on aggregated 13F filings for Q1 2025.