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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
FA
2851
Fountainhead AM
New Jersey
$391K +$54.4K +341 +16%
MF
2852
Manchester Financial
California
$390K +$89.9K +564 +29%
LA
2853
Lane & Associates
New Jersey
$390K +$49.4K +310 +14%
SC
2854
Schubert & Co
Texas
$390K
RBFC
2855
Roman Butler Fullerton & Co
Missouri
$389K -$2.87K -18 -0.7%
SIS
2856
Strategic Investment Solutions
Illinois
$387K +$500K +3,137 New
RCI
2857
RS Crum Inc
California
$387K
NIC
2858
Northwest Investment Counselors
Oregon
$386K +$33K +207 +9%
EL
2859
Essex LLC
Illinois
$385K +$6.38K +40 +2%
MF
2860
Meridian Financial
Massachusetts
$385K
LSC
2861
Lesa Sroufe & Co
Washington
$384K
PFWA
2862
Paces Ferry Wealth Advisors
Georgia
$384K +$1.28K +8 +0.3%
PFS
2863
Prospect Financial Services
New York
$384K +$38.3K +240 +11%
MWP
2864
Meridian Wealth Partners
Pennsylvania
$383K +$31.4K +197 +9%
HCM
2865
Hilton Capital Management
New York
$382K +$94.9K +595 +32%
VP
2866
Verum Partners
North Carolina
$381K +$32.4K +203 +9%
WCFA
2867
Walkner Condon Financial Advisors
Wisconsin
$381K -$7.02K -44 -2%
KA
2868
Kooman & Associates
Pennsylvania
$380K +$85.2K +534 +28%
CP
2869
Camelot Portfolios
Ohio
$380K +$388K +2,431 New
AWMG
2870
Alliance Wealth Management Group
New Jersey
$380K
ONSWM
2871
Old North State Wealth Management
North Carolina
$380K -$15K -94 -4%
TIM
2872
Total Investment Management
Arizona
$379K -$89K -558 -19%
APW
2873
Acima Private Wealth
Virginia
$379K
WFC
2874
Western Financial Corp
California
$379K +$1.44K +9 +0.4%
AWAP
2875
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$378K +$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.