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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
SGAM
3251
Smith Group Asset Management
Texas
$220K -$5.2M -32,587 -96%
AMCA
3252
Arthur M. Cohen & Associates
Illinois
$220K
HIG
3253
Heritage Investment Group
Florida
$219K
MHS
3254
M Holdings Securities
Oregon
$219K +$223K +1,401 New
SIAM
3255
Sterling Investment Advisors (Missouri)
Missouri
$219K
1WM
3256
1858 Wealth Management
Ohio
$218K +$957 +6 +0.4%
C
3257
Covestor
United Kingdom
$218K -$6.86K -43 -3%
AC
3258
Annandale Capital
Texas
$218K
OFW
3259
Omnia Family Wealth
Florida
$218K -$3.03K -19 -1%
CWA
3260
Consilio Wealth Advisors
Washington
$217K +$11.5K +72 +5%
AIA
3261
AIMZ Investment Advisors
California
$217K -$29K -182 -12%
DW30
3262
Drucker Wealth 3.0
New Jersey
$216K +$221K +1,383 New
VBWMG
3263
Von Berge Wealth Management Group
California
$216K -$79.3K -497 -26%
CCM
3264
Chiron Capital Management
Florida
$216K
QCIG
3265
Quad-Cities Investment Group
Iowa
$215K
SWP
3266
Semus Wealth Partners
Florida
$215K -$43.1K -270 -16%
TW
3267
Traveka Wealth
California
$215K -$53.1K -333 -20%
NG
3268
Northstar Group
New York
$214K
MWA
3269
Motive Wealth Advisors
Michigan
$213K -$4.46K -28 -2%
SC
3270
Stephenson & Company
California
$213K -$14.7K -92 -6%
HIM
3271
Hanlon Investment Management
New Jersey
$213K +$217K +1,359 New
ME
3272
McIlrath & Eck
Washington
$212K +$12.4K +78 +6%
TLCM
3273
Twin Lakes Capital Management
California
$211K
CCM
3274
Crew Capital Management
Ohio
$211K +$797 +5 +0.4%
B
3275
Bensler
Washington
$210K +$2.39K +15 +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.