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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
IAP
2926
Indie Asset Partners
Indiana
$353K -$1.28K -8 -0.4%
IW
2927
Instrumental Wealth
Florida
$353K +$12.1K +76 +4%
NWM
2928
Northcape Wealth Management
New York
$352K +$6.06K +38 +2%
Loomis, Sayles & Company
2929
Loomis, Sayles & Company
Massachusetts
$352K -$24.4K -153 -6%
MC
2930
Mathes Company
New York
$352K +$359K +2,250 New
KBFS
2931
Kohmann Bosshard Financial Services
Ohio
$352K -$52.5K -329 -13%
LAS
2932
LWM Advisory Services
Florida
$351K -$40.7K -255 -10%
OWA
2933
Opal Wealth Advisors
New York
$349K -$106K -664 -23%
CA
2934
Crane Advisory
California
$348K -$22.5K -141 -6%
LGG
2935
Luts & Greenleigh Group
Maryland
$348K +$354K +2,222 New
KCIC
2936
Kuhn & Co Investment Counsel
Illinois
$348K -$106K -663 -23%
WBG
2937
Wharton Business Group
Pennsylvania
$347K
BWM
2938
Blossom Wealth Management
California
$347K +$3.99K +25 +1%
TNAM
2939
Terra Nova Asset Management
New York
$346K +$797 +5 +0.2%
LAM
2940
Lewis Asset Management
California
$345K +$8.61K +54 +3%
YWM
2941
Yoder Wealth Management
California
$345K +$478 +3 +0.1%
MIA
2942
MeadowBrook Investment Advisors
Michigan
$345K +$281K +1,765 +399%
PRI
2943
Prepared Retirement Institute
Pennsylvania
$345K
ATS
2944
Ashton Thomas Securities
New York
$345K +$359K +2,253 New
SC
2945
Solstein Capital
California
$344K
CWG
2946
Crown Wealth Group
North Carolina
$344K -$103K -647 -23%
LA
2947
Lakeside Advisors
Washington
$343K -$23.9K -150 -6%
ITB
2948
Idaho Trust Bank
Idaho
$343K +$349K +2,191 New
SMA
2949
Seven Mile Advisory
New Jersey
$342K -$79.6K -499 -19%
LL
2950
LWMG LLC
Minnesota
$341K +$1.91K +12 +0.6%

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.