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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
SR
2776
Syntax Research
Florida
$435K +$12.6K +79 +3%
WCM
2777
Wedge Capital Management
North Carolina
$433K -$25.4K -159 -5%
CWA
2778
CJM Wealth Advisers
Virginia
$432K +$159 +1 +0%
KCM
2779
Kathmere Capital Management
Pennsylvania
$432K +$26.6K +167 +6%
AM
2780
Atwater Malick
Pennsylvania
$431K
FFG
2781
Fiduciary Financial Group
California
$430K +$435K +2,725 New
MWA
2782
MN Wealth Advisors
Kansas
$427K -$323K -2,025 -76%
AFWM
2783
Abich Financial Wealth Management
Virginia
$427K +$210K +1,315 +93%
ACM
2784
AUA Capital Management
Pennsylvania
$426K
WFAG
2785
Worth Financial Advisory Group
North Carolina
$426K +$38.6K +242 +10%
T
2786
TNF
Montana
$426K +$159 +1 +0%
AWA
2787
Alta Wealth Advisors
Massachusetts
$425K
CUAMC
2788
China Universal Asset Management Company
China
$425K -$139K -872 -24%
BCMO
2789
Buckingham Capital Management (Ohio)
Ohio
$424K +$433K +2,713 New
ACC
2790
Acorn Creek Capital
Colorado
$424K -$12.9K -81 -3%
PWP
2791
Pursue Wealth Partners
California
$424K -$120K -750 -22%
WCM Investment Management
2792
WCM Investment Management
California
$424K +$141K +882 +48%
CFS
2793
Coordinated Financial Services
Colorado
$424K +$1.12K +7 +0.3%
WCM
2794
Washburn Capital Management
Florida
$423K -$30.3K -190 -7%
FS
2795
Ferguson Shapiro
Georgia
$423K -$319 -2 -0.1%
BEC
2796
Blue Edge Capital
Virginia
$422K
PFA
2797
Pettinga Financial Advisors
Indiana
$422K +$159 +1 +0%
PCM
2798
Princeton Capital Management
New Jersey
$422K +$7.97K +50 +2%
PSFG
2799
Prairie Sky Financial Group
Illinois
$422K
SMG
2800
Smart Money Group
Texas
$422K -$2.87K -18 -0.7%

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.