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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
GXJ
2826
Global X Japan
Japan
$407K -$39.5K -248 -9%
LRIA
2827
Leonard Rickey Investment Advisors
Washington
$407K -$638 -4 -0.2%
MIA
2828
MMBG Investment Advisors
Florida
$407K
TFF
2829
The Family Firm
Maryland
$407K +$3.35K +21 +0.8%
O3W
2830
Omni 360 Wealth
New Jersey
$406K +$4.3K +27 +1%
BF
2831
Brogan Financial
Tennessee
$406K +$5.42K +34 +1%
PGWM
2832
Parisi Gray Wealth Management
New Jersey
$405K +$17.5K +110 +4%
BBNB
2833
Baker Boyer National Bank
Washington
$405K -$90.1K -565 -18%
CCP
2834
Carmel Capital Partners
California
$405K +$9.89K +62 +2%
NG
2835
NWK Group
California
$404K
CAM
2836
Concorde Asset Management
Michigan
$403K +$4.15K +26 +1%
NECFA
2837
New England Capital Financial Advisors
Connecticut
$402K +$478 +3 +0.1%
OAS
2838
Optivise Advisory Services
Tennessee
$402K +$410K +2,571 New
TAS
2839
TIFF Advisory Services
Pennsylvania
$402K +$194K +1,218 +90%
MWP
2840
Madison Wealth Partners
Wisconsin
$401K +$8.29K +52 +2%
SCA
2841
Southern Capital Advisors
Tennessee
$399K -$17.5K -110 -4%
AAP
2842
Arax Advisory Partners
Colorado
$398K +$43.5K +273 +12%
HWM
2843
Horizon Wealth Management
Illinois
$398K -$1.63M -10,192 -80%
GAB
2844
German American Bancorp
Indiana
$396K +$87.5K +549 +28%
ZF
2845
Zega Financial
Florida
$396K +$404K +2,532 New
SA
2846
SRH Advisors
Kansas
$395K -$3.51K -22 -0.9%
IPAM
2847
Investment Partners Asset Management
New Jersey
$393K +$5.58K +35 +1%
LFGO
2848
Legacy Financial Group (Oklahoma)
Oklahoma
$392K
GWM
2849
GDS Wealth Management
Texas
$392K +$26K +163 +7%
ABLA
2850
Alan B. Lancz & Associates
Ohio
$391K +$398K +2,499 New

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.