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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
TCBWMS
2726
Texas Capital Bank Wealth Management Services
Texas
$476K +$144K +900 +42%
SBF
2727
Sara-Bay Financial
Florida
$475K +$176K +1,103 +57%
CS
2728
Candriam SCA
Luxembourg
$474K -$567K -3,556 -54%
GF
2729
Gries Financial
Ohio
$473K -$106K -663 -18%
DWP
2730
Destiny Wealth Partners
Florida
$473K +$1.12K +7 +0.2%
BPFA
2731
Barnes Pettey Financial Advisors
Mississippi
$473K
FCA
2732
Fortis Capital Advisors
Kansas
$472K +$140K +879 +41%
JF
2733
Joule Financial
Kentucky
$470K +$23.6K +148 +5%
WA
2734
Wealth Architects
California
$469K +$10.5K +66 +2%
WIM
2735
Warwick Investment Management
Texas
$469K +$20.3K +127 +4%
ACM
2736
Ashford Capital Management
Delaware
$469K
S
2737
Sunpointe
Missouri
$467K -$69.7K -437 -13%
SWM
2738
Sugarloaf Wealth Management
Georgia
$467K +$205K +1,285 +75%
CFG
2739
Compton Financial Group
Maryland
$467K +$1.59K +10 +0.3%
SL
2740
Sentinus LLC
Illinois
$467K -$232K -1,455 -33%
RI
2741
Ridgewood Investments
New Jersey
$467K
Members Trust
2742
Members Trust
Florida
$466K -$26.8K -168 -5%
SPWM
2743
Straight Path Wealth Management
Michigan
$466K -$159 -1 -0%
BW
2744
BIP Wealth
Georgia
$466K -$730K -4,577 -61%
CCG
2745
Chatham Capital Group
Georgia
$465K
CWM
2746
Cabot Wealth Management
Massachusetts
$464K
LWA
2747
Ledgewood Wealth Advisors
New Hampshire
$464K
CIS
2748
Custom Index Systems
New York
$463K +$143K +899 +44%
WWWM
2749
White Wing Wealth Management
Texas
$463K +$9.41K +59 +2%
FFG
2750
Fortem Financial Group
California
$462K -$63.9K -401 -12%

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.