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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
GSIAS
2901
Garden State Investment Advisory Services
New Jersey
$364K +$33.5K +210 +10%
AWM
2902
Austin Wealth Management
Texas
$364K +$3.83K +24 +1%
RCWM
2903
Royal Capital Wealth Management
Indiana
$363K +$1.91K +12 +0.5%
SJL
2904
Shayne & Jacobs LLC
Tennessee
$362K
IP
2905
Isthmus Partners
Wisconsin
$362K
SFG
2906
Sather Financial Group
Texas
$361K -$9.41K -59 -2%
FSA
2907
Financial Security Advisor
Virginia
$361K -$1.59K -10 -0.4%
GFWA
2908
Grey Fox Wealth Advisors
Delaware
$361K +$11.8K +74 +3%
AWM
2909
AAF Wealth Management
Massachusetts
$360K +$319 +2 +0.1%
WB
2910
West Bancorporation
Iowa
$360K
TWM
2911
Triton Wealth Management
Arizona
$360K +$159 +1 +0%
WMG
2912
WESCAP Management Group
California
$360K -$12K -75 -3%
CP
2913
Castleview Partners
Texas
$360K +$35.2K +221 +11%
SWP
2914
ShoreHaven Wealth Partners
New Jersey
$359K +$3.19K +20 +0.9%
GAM
2915
GEM Asset Management
Michigan
$359K +$10.4K +65 +3%
ODG
2916
O'Dell Group
Ohio
$358K
HIM
2917
Hillsdale Investment Management
Ontario, Canada
$357K +$183K +1,150 +101%
WC
2918
Weil Company
California
$357K +$18.8K +118 +5%
BC
2919
Bowman & Company
Wisconsin
$357K
IWP
2920
IAG Wealth Partners
Wisconsin
$356K +$73.2K +459 +25%
SWG
2921
Summit Wealth Group
Vermont
$356K +$363K +2,277 New
FA
2922
Financial Advisors
Massachusetts
$356K +$6.06K +38 +2%
MIM
2923
Meixler Investment Management
Arizona
$354K -$12.1K -76 -3%
EFP
2924
Elser Financial Planning
Indiana
$354K +$360K +2,260 New
FFG
2925
Frisch Financial Group
New York
$353K -$96.2K -603 -21%

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.