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
WG
2976
Winton Group
United Kingdom
$330K -$593K -3,718 -64%
FWP
2977
Falcon Wealth Planning
California
$330K +$12K +75 +4%
MGWM
2978
Marks Group Wealth Management
Minnesota
$329K -$7.02K -44 -2%
HWA
2979
HHM Wealth Advisors
Tennessee
$329K +$199K +1,247 +146%
WAOI
2980
Wealth Advisors of Iowa
Iowa
$329K +$1.59K +10 +0.5%
KNFPWM
2981
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$328K -$1.59K -10 -0.5%
KAM
2982
Knightsbridge Asset Management
California
$328K -$6.54K -41 -2%
CBOR
2983
Community Bank of Raymore
Missouri
$326K
FP
2984
Financial Perspectives
Minnesota
$326K
BHA
2985
Beech Hill Advisors
New York
$326K +$332K +2,083 New
SRWM
2986
Shira Ridge Wealth Management
California
$325K +$331K +2,078 New
SPL
2987
Smart Portfolios LLC
Washington
$325K +$43.1K +270 +15%
RP
2988
Riverwater Partners
Wisconsin
$324K -$26K -163 -7%
UL
2989
Unionview LLC
Washington
$323K +$2.87K +18 +0.9%
SPWG
2990
Syntegra Private Wealth Group
Missouri
$323K +$2.71K +17 +0.8%
CFA
2991
Cahill Financial Advisors
Minnesota
$322K +$10.4K +65 +3%
WAM
2992
WealthTrust Asset Management
Florida
$322K +$2.87K +18 +0.9%
LCM
2993
Liberty Capital Management
Michigan
$322K +$56.8K +356 +21%
PHAM
2994
Palisades Hudson Asset Management
Florida
$322K -$26.9K -169 -8%
AWC
2995
Adamsbrown Wealth Consultants
Kansas
$321K +$16.1K +101 +5%
GA
2996
Goldstein Advisors
Wisconsin
$321K +$108K +675 +49%
SWIG
2997
Strategic Wealth Investment Group
Kentucky
$320K +$326K +2,047 New
WH
2998
Willner & Heller
California
$320K -$4.62K -29 -1%
LFG
2999
Lockerman Financial Group
California
$320K +$27.7K +174 +9%
TB
3000
Terril Brothers
Missouri
$320K +$26.2K +164 +9%

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.