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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
AC
2801
Avenir Corporation
Virginia
$422K
VCP
2802
Vista Capital Partners
Oregon
$421K +$16.9K +106 +4%
DIM
2803
DLK Investment Management
California
$421K +$79.6K +499 +23%
CCAL
2804
City Center Advisors LLC
Michigan
$420K
GHAM
2805
Gilman Hill Asset Management
Connecticut
$419K +$147K +920 +52%
PGAM
2806
Princeton Global Asset Management
New Jersey
$418K
LFP
2807
Lakeshore Financial Planning
Michigan
$417K +$48.2K +302 +13%
HIS
2808
Harvest Investment Services
Illinois
$416K -$36.2K -227 -8%
PCMC
2809
Paragon Capital Management (Colorado)
Colorado
$416K -$370K -2,318 -47%
NPFS
2810
Novak & Powell Financial Services
Florida
$415K +$478 +3 +0.1%
AWAU
2811
Alliance Wealth Advisors (Utah)
Utah
$415K -$35.4K -222 -8%
PM
2812
Phraction Management
Connecticut
$415K
THWM
2813
Taylor Hoffman Wealth Management
Virginia
$414K +$42.6K +267 +11%
PO
2814
Private Ocean
California
$413K -$11.6K -73 -3%
GA
2815
Geller Advisors
New York
$413K -$23.6K -148 -5%
NAG
2816
Northstar Advisory Group
New Jersey
$413K +$4.3K +27 +1%
HWM
2817
Heirloom Wealth Management
Colorado
$412K -$33.6K -211 -7%
BSSFA
2818
Baron Silver Stevens Financial Advisors
Florida
$412K -$74K -464 -15%
TCM
2819
Towercrest Capital Management
Pennsylvania
$412K
EAM
2820
Eukles Asset Management
Ohio
$411K +$16.7K +105 +4%
MHB
2821
Midwest Heritage Bank
Iowa
$411K +$66.5K +417 +19%
SFS
2822
Summit Financial Strategies
Ohio
$410K -$6.06K -38 -1%
MCC
2823
Malaga Cove Capital
California
$410K -$1.28K -8 -0.3%
AF
2824
Apollon Financial
South Carolina
$409K +$159 +1 +0%
SCM
2825
Silvant Capital Management
Georgia
$409K

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.