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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
TAM
301
Tocqueville Asset Management
New York
$36.1M -$4.71M -29,549 -11%
AI
302
Atria Investments
North Carolina
$35.8M -$557K -3,490 -2%
MOACM
303
Mutual of America Capital Management
New York
$35.4M -$132K -826 -0.4%
NAM
304
Nissay Asset Management
Japan
$35.4M -$607K -3,806 -2%
AAMU
305
AEGON Asset Management (UK)
United Kingdom
$35.4M -$47.1M -295,172 -57%
ZIC
306
ZWJ Investment Counsel
Georgia
$35.2M +$828K +5,195 +2%
WB
307
WesBanco Bank
West Virginia
$35.1M -$537K -3,366 -1%
MHC
308
Meyer Handelman Company
New York
$35M -$226K -1,415 -0.6%
FMI
309
Factory Mutual Insurance
Massachusetts
$34.9M -$28.5M -178,850 -44%
GAM
310
Groupama Asset Management
France
$34.4M -$9.36M -58,672 -21%
SDJVC
311
St. Denis J. Villere & Co
Louisiana
$34.3M -$250K -1,570 -0.7%
HPC
312
HM Payson & Co
Maine
$34.2M -$483K -3,032 -1%
WFMPM
313
Woodley Farra Manion Portfolio Management
Indiana
$34.1M +$1.13M +7,072 +3%
TIAA Trust, National Association
314
TIAA Trust, National Association
North Carolina
$34M +$3.09M +19,358 +10%
AAM
315
Advisors Asset Management
Colorado
$33.7M -$2.75M -17,262 -7%
AA
316
Axiom Advisory
California
$32.9M +$32.4M +203,330 +6,218%
TC
317
TownSquare Capital
Utah
$32.9M +$2.36M +14,793 +8%
PWP
318
Private Wealth Partners
California
$32.9M +$1.24M +7,779 +4%
Mirae Asset Global ETFs Holdings
319
Mirae Asset Global ETFs Holdings
Hong Kong
$32.8M +$33.4M +209,534 New
GHA
320
GW Henssler & Associates
Georgia
$32.4M -$379K -2,377 -1%
Brown Advisory
321
Brown Advisory
Maryland
$32.2M +$167K +1,048 +0.5%
PFPT
322
Pinnacle Financial Partners (Tennessee)
Tennessee
$32M +$247K +1,550 +0.8%
MCM
323
MAI Capital Management
Ohio
$31.9M +$1.98M +12,399 +6%
UIM
324
USS Investment Management
United Kingdom
$31.9M +$3.22M +20,200 +11%
GIA
325
Guyasuta Investment Advisors
Pennsylvania
$31.9M -$368K -2,308 -1%

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.