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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
BW
3001
Basepoint Wealth
Iowa
$319K +$10.4K +65 +3%
WIA
3002
Wetzel Investment Advisors
Indiana
$319K -$45.1K -283 -12%
JCM
3003
Jacobsen Capital Management
Utah
$319K +$28.2K +177 +10%
FCFC
3004
First Citizens Financial Corp
Iowa
$319K -$20.4K -128 -6%
PIMG
3005
Patriot Investment Management Group
Tennessee
$319K -$3.35K -21 -1%
IWA
3006
IVC Wealth Advisors
Pennsylvania
$319K -$1.44K -9 -0.4%
AL
3007
ADE LLC
Maryland
$318K +$27.9K +175 +9%
KOC
3008
Koss-Olinger Consulting
Florida
$318K +$324K +2,035 New
FI
3009
Financial Insights
Washington
$318K -$180K -1,126 -36%
RTC
3010
Riverview Trust Company
Washington
$318K
BCM
3011
Beddow Capital Management
Wyoming
$317K +$19.9K +125 +7%
MLA
3012
MB, Levis & Associates
Pennsylvania
$316K +$1.59K +10 +0.5%
GWA
3013
Gratus Wealth Advisors
Virginia
$316K
WPW
3014
Watershed Private Wealth
Illinois
$316K
NCM
3015
Next Capital Management
New York
$315K +$59.8K +375 +23%
SC
3016
Slow Capital
California
$313K
OIS
3017
Okabena Investment Services
Minnesota
$313K +$319K +2,000 New
JJBC
3018
James J. Burns & Company
New York
$312K +$15.1K +95 +5%
AWA
3019
Acorn Wealth Advisors
Michigan
$310K +$19.8K +124 +7%
DWS
3020
Dynamic Wealth Strategies
California
$310K -$10K -63 -3%
FFO
3021
Fortitude Family Office
Arizona
$310K +$228K +1,432 +261%
GPW
3022
Gentry Private Wealth
Kansas
$309K +$315K +1,978 New
DA
3023
Dash Acquisitions
California
$309K -$2.87K -18 -0.9%
IWP
3024
Innova Wealth Partners
Pennsylvania
$309K +$12.1K +76 +4%
SCG
3025
Sonata Capital Group
Washington
$309K -$7.97K -50 -2%

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.