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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
WFS
3076
Walker Financial Services
Kentucky
$288K +$14.4K +90 +5%
AFGAS
3077
Allegiance Financial Group Advisory Services
Virginia
$288K +$15.9K +100 +6%
SSA
3078
Sierra Summit Advisors
Nevada
$288K +$35.6K +223 +14%
TSW
3079
Three Seasons Wealth
Utah
$287K -$3.99K -25 -1%
MWA
3080
Martel Wealth Advisors
Washington
$286K +$19.9K +125 +7%
S
3081
SimplyRich
California
$286K
T
3082
Tidemark
California
$286K +$11.8K +74 +4%
RA
3083
Regis Acquisition
Colorado
$285K -$3.19K -20 -1%
FFIC
3084
First Fiduciary Investment Counsel
Ohio
$285K
MECA
3085
Miller Equity Capital Advisors
Texas
$285K
ASG
3086
Ariston Services Group
California
$285K -$1.59K -10 -0.5%
VCM
3087
Vivaldi Capital Management
Illinois
$285K -$7.81K -49 -3%
HWMC
3088
Heritage Wealth Management (California)
California
$283K -$12.4K -78 -4%
KWM
3089
KFG Wealth Management
Indiana
$283K
KW
3090
KWB Wealth
California
$283K
IPWA
3091
International Private Wealth Advisors
California
$282K -$144K -900 -33%
MAG
3092
M3 Advisory Group
Massachusetts
$282K +$17.7K +111 +7%
KBG
3093
Kahn Brothers Group
New York
$282K
TC
3094
TradeLink Capital
Illinois
$282K +$287K +1,800 New
CKAIS
3095
Christensen King & Associates Investment Services
Washington
$281K -$13.6K -85 -5%
BWA
3096
BlueChip Wealth Advisors
Georgia
$281K +$13.4K +84 +5%
RS
3097
Rakuten Securities
Japan
$280K +$39.5K +248 +16%
TPW
3098
Transatlantique Private Wealth
New York
$280K
BIA
3099
Bigelow Investment Advisors
Maine
$280K -$478 -3 -0.2%
ACM
3100
Advance Capital Management
Michigan
$280K -$54.7K -343 -16%

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.