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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
IRC
3101
Investors Research Corp
Georgia
$280K
KCM
3102
Kendall Capital Management
Maryland
$280K
PA
3103
Planning Alternatives
Michigan
$279K +$3.51K +22 +1%
WWM
3104
Wolff Wiese Magana
California
$279K +$1.59K +10 +0.6%
EE
3105
EWG Elevate
California
$278K +$17.2K +108 +6%
TSWM
3106
Tyler-Stone Wealth Management
Ohio
$278K -$15.9K -100 -5%
PWM
3107
Prosperity Wealth Management
California
$277K +$55.5K +348 +24%
FL
3108
Fort LP
Maryland
$277K -$7.97K -50 -3%
MWM
3109
Mascoma Wealth Management
New Hampshire
$276K +$169K +1,058 +149%
WAM
3110
Worth Asset Management
Texas
$276K +$76.5K +480 +37%
TFP
3111
Tilia Fiduciary Partners
North Carolina
$275K -$16.7K -105 -6%
VFP
3112
Verus Financial Partners
Virginia
$275K +$159 +1 +0.1%
MW
3113
Members Wealth
Pennsylvania
$274K +$285K +1,790 New
JWS
3114
Juncture Wealth Strategies
Arizona
$274K -$15.1K -95 -5%
AA
3115
Aufman Associates
Pennsylvania
$273K +$8.77K +55 +3%
EMAM
3116
Encompass More Asset Management
California
$273K +$14.2K +89 +5%
AIA
3117
Arbor Investment Advisors
North Carolina
$273K
DCBT
3118
Dakota Community Bank & Trust
North Dakota
$272K
MCM
3119
MV Capital Management
Maryland
$272K +$4.78K +30 +2%
RCM
3120
Ridgepath Capital Management
Tennessee
$272K +$2.71K +17 +1%
RLWM
3121
RF&L Wealth Management
Massachusetts
$270K
CM
3122
CoreCommodity Management
Connecticut
$270K
RA
3123
Rise Advisors
New York
$270K +$34.4K +216 +14%
BONST
3124
Bank of Nova Scotia Trust
Ontario, Canada
$268K
FL
3125
FreeGulliver LLC
Louisiana
$268K +$273K +1,715 New

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.