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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
SFS
3126
Symphony Financial Services
Ohio
$266K +$192K +1,201 New
RW
3127
REDW Wealth
New Mexico
$266K +$5.58K +35 +2%
IAG
3128
Investment Advisory Group
Massachusetts
$266K -$14K -88 -5%
SC
3129
Sykon Capital
New York
$266K -$2.87K -18 -1%
HFA
3130
Hershey Financial Advisers
Pennsylvania
$266K +$271K +1,700 New
ES
3131
Eagle Strategies
New York
$266K -$726K -4,553 -73%
SFA
3132
Seneca Financial Advisors
New York
$266K
BCIM
3133
Bishop & Co Investment Management
Pennsylvania
$265K
AFAS
3134
Acorn Financial Advisory Services
Virginia
$265K
FIC
3135
Family Investment Center
Missouri
$265K
BI
3136
Ballast Inc
Kentucky
$265K +$4.3K +27 +2%
SSW
3137
Stone Summit Wealth
Florida
$264K -$1.12K -7 -0.4%
FCMC
3138
Founders Capital Management (Connecticut)
Connecticut
$263K -$5.1K -32 -2%
HHAA
3139
Henry H. Armstrong Associates
Pennsylvania
$262K +$20.4K +128 +8%
SWA
3140
Strata Wealth Advisors
Texas
$262K +$267K +1,676 New
BA
3141
BCM Advisors
Louisiana
$262K -$9.73K -61 -3%
WCF
3142
West Coast Financial
California
$262K -$121K -757 -31%
OL
3143
Optas LLC
Texas
$262K +$42.6K +267 +19%
CCA
3144
Carrera Capital Advisors
Michigan
$260K +$265K +1,662 New
SFG
3145
SNS Financial Group
Minnesota
$260K +$12K +75 +5%
OPPS
3146
Obsidian Personal Planning Solutions
Maryland
$259K +$1.28K +8 +0.5%
VAMG
3147
Voisard Asset Management Group
Michigan
$259K +$95.7K +600 +57%
BCP
3148
Blue Chip Partners
Michigan
$259K +$55.2K +346 +26%
SHWM
3149
Smith & Howard Wealth Management
Georgia
$259K +$21.4K +134 +9%
PCS
3150
Private Client Services
Kentucky
$258K +$638 +4 +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.