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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
OCM
3051
Osterweis Capital Management
California
$296K
SWC
3052
Spectrum Wealth Counsel
Indiana
$295K -$10.2K -64 -3%
Harris Associates
3053
Harris Associates
Illinois
$295K +$16.6K +104 +6%
PEA
3054
Park Edge Advisors
Ohio
$295K -$52K -326 -15%
NWM
3055
Northwest Wealth Management
Iowa
$295K +$16.3K +102 +6%
BFO
3056
Biltmore Family Office
North Carolina
$294K +$36.5K +229 +14%
FPTW
3057
Franklin, Parlapiano, Turner & Welch
Texas
$294K
FP
3058
Fiduciary Planning
Florida
$294K +$159 +1 +0.1%
AIA
3059
Affinity Investment Advisors
California
$294K
TF
3060
Theory Financial
Colorado
$294K -$4.15K -26 -1%
MAM
3061
Mainsail Asset Management
Alabama
$293K
LGW
3062
Leslie Global Wealth
Illinois
$293K +$299K +1,874 New
SWP
3063
Summit Wealth Partners
Florida
$293K
SNBOSCI
3064
Security National Bank of Sioux City Iowa
Iowa
$293K
FFA
3065
Fi3 Financial Advisors
Indiana
$292K -$30.1K -189 -9%
SFM
3066
Signet Financial Management
New Jersey
$292K +$159 +1 +0.1%
OIC
3067
Orion Investment Company
Missouri
$292K +$298K +1,868 New
IA
3068
Insight Advisors
Pennsylvania
$291K -$26.6K -167 -8%
KIG
3069
Kennedy Investment Group
New Jersey
$291K +$23.1K +145 +8%
SC
3070
Saturna Capital
Washington
$290K
BP
3071
BNP Paribas
France
$289K -$35.6K -223 -11%
RC
3072
Rovin Capital
Arizona
$289K -$106K -662 -26%
YWS
3073
Yarger Wealth Strategies
Ohio
$289K +$4.46K +28 +2%
KF
3074
KKM Financial
Illinois
$288K
FWM
3075
Focused Wealth Management
New York
$288K -$478 -3 -0.2%

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.