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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
Pathstone Holdings
276
Pathstone Holdings
New Jersey
$42.7M +$302K +1,894 +0.7%
Daiwa Securities Group
277
Daiwa Securities Group
Japan
$41.6M +$2.73M +17,128 +7%
SLAM
278
Swiss Life Asset Management
$41.5M +$8.87M +55,600 +26%
GI
279
Gradient Investments
Minnesota
$41.2M +$1.58M +9,921 +4%
Fidelity International
280
Fidelity International
Bermuda
$41M +$12.3M +77,363 +42%
UCFA
281
United Capital Financial Advisors
Texas
$40.7M -$3.43M -21,511 -8%
Jones Financial Companies
282
Jones Financial Companies
Missouri
$39.9M +$21.6M +135,309 +113%
SIC
283
Schwartz Investment Counsel
Michigan
$39.5M
AF
284
Allworth Financial
California
$39.5M +$22.5M +141,358 +133%
RPC
285
Rossmore Private Capital
Connecticut
$39.1M -$28.7K -180 -0.1%
AAS
286
Avantax Advisory Services
Texas
$39M +$17M +106,421 +75%
GLA
287
Great Lakes Advisors
Illinois
$39M +$2.52M +15,773 +7%
QCM
288
QRG Capital Management
Illinois
$38.8M +$1.17M +7,311 +3%
DCM
289
Donaldson Capital Management
Indiana
$38.6M -$734K -4,606 -2%
Carson Wealth (CWM LLC)
290
Carson Wealth (CWM LLC)
Nebraska
$38.5M -$2.18M -13,677 -5%
PAG
291
Private Advisor Group
New Jersey
$38.1M +$2.35M +14,728 +6%
NIG
292
NFJ Investment Group
Texas
$38M +$14.8M +92,806 +62%
FRM
293
Foundation Resource Management
Arkansas
$37.7M -$59.3K -372 -0.2%
GT
294
Glenview Trust
Kentucky
$37.6M +$273K +1,709 +0.7%
BCM
295
Becker Capital Management
Oregon
$37.5M -$487K -3,051 -1%
DIA
296
Davidson Investment Advisors
Montana
$37.4M -$3.9M -24,468 -9%
NYLIM
297
New York Life Investment Management
New York
$36.9M -$240K -1,506 -0.6%
LSV Asset Management
298
LSV Asset Management
Illinois
$36.8M -$1.87M -11,750 -5%
SF
299
Synovus Financial
Georgia
$36.6M +$467K +2,931 +1%
X
300
Xponance
Pennsylvania
$36.5M -$1.03M -6,471 -3%

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.