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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
CWM
3151
Cherrydale Wealth Management
New Jersey
$258K +$37.8K +237 +17%
FWSM
3152
First Wilshire Securities Management
California
$258K
LC
3153
Landaas & Company
Wisconsin
$258K
BA
3154
Bluesphere Advisors
Pennsylvania
$258K +$11.8K +74 +5%
KNW
3155
Kesler Norman & Wride
Utah
$257K +$19.9K +125 +8%
WA
3156
Wealthstream Advisors
New York
$256K +$3.03K +19 +1%
DFG
3157
Demars Financial Group
Washington
$255K
NCM
3158
Northwest Capital Management
Oregon
$254K -$65.7K -412 -20%
CWA
3159
Capital Wealth Alliance
Arizona
$254K +$159 +1 +0.1%
NI
3160
NDVR Inc
Massachusetts
$253K -$2.07K -13 -0.8%
CCM
3161
Carlson Capital Management
Minnesota
$253K +$258K +1,619 New
SIA
3162
Strategic Investment Advisors
Michigan
$253K +$25.4K +159 +11%
VF
3163
Vawter Financial
Ohio
$253K
NMM
3164
Naples Money Management
Florida
$253K +$1.28K +8 +0.5%
RBCM
3165
Raub Brock Capital Management
California
$253K -$2.07K -13 -0.8%
UW
3166
Unique Wealth
Florida
$252K +$3.83K +24 +2%
PR
3167
Payden & Rygel
California
$252K
PRIG
3168
Payden & Rygel Investment Group
California
$252K
CAL
3169
Capital Advisors Ltd
Ohio
$252K +$3.67K +23 +1%
OWM
3170
Opes Wealth Management
California
$252K +$10.5K +66 +4%
GCM
3171
G2 Capital Management
Ohio
$251K
CWP
3172
Curated Wealth Partners
California
$251K +$256K +1,604 New
SFP
3173
Sterling Financial Planning
New Jersey
$251K
WW
3174
Westshore Wealth
California
$251K
I
3175
INVST
Indiana
$250K +$4.62K +29 +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.