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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
SXL
3026
Summit X LLC
Missouri
$308K +$49.6K +311 +19%
SGK
3027
Steigerwald Gordon & Koch
Virginia
$307K -$9.89K -62 -3%
HWMT
3028
Heritage Wealth Management (Texas)
Texas
$307K +$478 +3 +0.2%
WCM
3029
WealthBridge Capital Management
Ohio
$306K +$2.23K +14 +0.7%
STB
3030
S&T Bank
Pennsylvania
$306K
KFSC
3031
Keystone Financial Services (Colorado)
Colorado
$306K -$6.54K -41 -2%
BP
3032
Broadleaf Partners
Ohio
$305K -$11.8K -74 -4%
HC
3033
Henshaw Capital
Massachusetts
$304K
TCB
3034
Texas Capital Bancshares
Texas
$303K -$21.7K -136 -7%
MAM
3035
McLean Asset Management
Virginia
$302K +$17.2K +108 +6%
CA
3036
Claris Advisors
Missouri
$302K -$12.8K -80 -4%
AGA
3037
Arkos Global Advisors
Texas
$302K -$225K -1,412 -42%
AWM
3038
AllSquare Wealth Management
New York
$302K
BDF
3039
Black Diamond Financial
Maryland
$301K +$307K +1,923 New
BWG
3040
Boomfish Wealth Group
Georgia
$300K +$306K +1,920 New
MAM
3041
MMA Asset Management
Pennsylvania
$300K -$11.8K -74 -4%
IWP
3042
Insight Wealth Partners
Texas
$300K +$22.6K +142 +8%
CFS
3043
CGC Financial Services
Oregon
$299K +$159 +1 +0.1%
CWA
3044
Canvas Wealth Advisors
Kansas
$299K +$12.8K +80 +4%
BWA
3045
Burt Wealth Advisors
Maryland
$298K -$3.51K -22 -1%
SNBOSD
3046
Security National Bank of So Dak
Iowa
$298K
ACM
3047
Armbruster Capital Management
New York
$296K +$1.12K +7 +0.4%
SFG
3048
Sunburst Financial Group
Alabama
$296K -$12.1K -76 -4%
FIBT
3049
First International Bank & Trust
North Dakota
$296K -$8.93K -56 -3%
PFA
3050
Pathway Financial Advisors
Vermont
$296K

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.