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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
LIA
3226
LifePlan Investment Advisors
North Carolina
$233K +$6.06K +38 +3%
NPPM
3227
North Point Portfolio Managers
Ohio
$233K +$237K +1,487 New
FWM
3228
ForthRight Wealth Management
Georgia
$232K +$797 +5 +0.3%
KA
3229
Kercheville Advisors
Texas
$232K
ECG
3230
EPIQ Capital Group
California
$231K +$2.39K +15 +1%
IFA
3231
Interactive Financial Advisors
Illinois
$231K
PP
3232
PFS Partners
New Jersey
$231K -$2.39K -15 -1%
MF
3233
Montis Financial
Massachusetts
$228K -$19.3K -121 -8%
BIM
3234
Bullseye Investment Management
Ohio
$228K -$1.91K -12 -0.8%
WFA
3235
Wade Financial Advisory
California
$227K
HIF
3236
Hill Island Financial
Michigan
$227K
OWMIAS
3237
One Wealth Management Investment & Advisory Services
Florida
$225K +$15.1K +95 +7%
P
3238
Paradiem
Louisiana
$225K -$19.6K -123 -8%
HPIA
3239
Hamilton Point Investment Advisors
North Carolina
$225K
TFA
3240
Trinity Financial Advisors
Ohio
$225K +$159 +1 +0.1%
FIM
3241
Fernwood Investment Management
Massachusetts
$225K +$3.83K +24 +2%
DIS
3242
Diversified Investment Strategies
Louisiana
$225K
PP
3243
Pegasus Partners
Wisconsin
$224K +$16.4K +103 +8%
OKSA
3244
O'Keefe Stevens Advisory
New York
$224K +$2.23K +14 +1%
NEWAS
3245
N.E.W. Advisory Services
Wisconsin
$224K -$73.7K -462 -24%
CWM
3246
Collaborative Wealth Management
Florida
$223K
FA
3247
Fiducient Advisors
Illinois
$222K +$5.9K +37 +3%
MS
3248
Mizuho Securities
Japan
$222K +$226K +1,420 New
MCA
3249
Magnolia Capital Advisors
Mississippi
$222K +$226K +1,418 New
AWM
3250
Arista Wealth Management
Nevada
$221K +$225K +1,413 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.