We are live on ! Find out more
CVX icon

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
AWA
2876
Archvest Wealth Advisors
California
$378K +$67.1K +421 +21%
DWM
2877
Denver Wealth Management
Colorado
$378K -$23.8K -149 -6%
TCMP
2878
Thrive Capital Management (Pennsylvania)
Pennsylvania
$377K +$77.3K +485 +25%
CFGA
2879
Cambridge Financial Group (Arizona)
Arizona
$377K +$1.75K +11 +0.5%
KOMWMG
2880
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$376K +$13.6K +85 +4%
UAML
2881
US Asset Management LLC
Pennsylvania
$375K -$6.38K -40 -2%
KFS
2882
Kelly Financial Services
Massachusetts
$375K +$28.7K +180 +8%
SLA
2883
Silver Lake Advisory
Utah
$374K +$3.99K +25 +1%
WWC
2884
Waypoint Wealth Counsel
Georgia
$374K -$31.3K -196 -8%
MAM
2885
Marotta Asset Management
Virginia
$373K +$99.7K +625 +36%
RFS
2886
Richardson Financial Services
Massachusetts
$372K +$50.1K +314 +15%
CFSG
2887
Clark Financial Services Group
Missouri
$372K -$256K -1,606 -40%
SF
2888
Safeguard Financial
Wisconsin
$372K +$166K +1,044 +78%
TFP
2889
Triune Financial Partners
Kansas
$372K -$16.9K -106 -4%
MWA
2890
Monograph Wealth Advisors
California
$371K -$112K -700 -23%
BWG
2891
Berry Wealth Group
Texas
$371K -$29.5K -185 -7%
PWAC
2892
Private Wealth Advisors (California)
California
$370K +$319 +2 +0.1%
AWS
2893
Arkfeld Wealth Strategies
Nebraska
$370K +$1.75K +11 +0.5%
MAC
2894
Mason & Associates (California)
California
$370K +$15.6K +98 +4%
NPF
2895
Norris Perne & French
Michigan
$369K -$12.1K -76 -3%
RIA
2896
Richwood Investment Advisors
Ohio
$369K -$19.1K -120 -5%
TLFA
2897
True Link Financial Advisors
California
$369K +$88K +552 +31%
BIA
2898
Benchmark Investment Advisors
Illinois
$367K -$122K -767 -25%
FB
2899
First Bancorp
Maine
$365K +$111K +695 +42%
SIM
2900
SSI Investment Management
California
$364K -$478 -3 -0.1%

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.