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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
BBWP
3276
Beacon Bridge Wealth Partners
Pennsylvania
$210K -$88K -552 -29%
AFA
3277
American Financial Advisors
Georgia
$209K -$24.7K -155 -10%
KWM
3278
Keebeck Wealth Management
Illinois
$209K -$49.6K -311 -19%
MAM
3279
McCarthy Asset Management
California
$209K
FZCM
3280
Flynn Zito Capital Management
New York
$208K +$1.75K +11 +0.8%
PIAS
3281
PCA Investment Advisory Services
Ohio
$207K -$2.71K -17 -1%
APA
3282
Astoria Portfolio Advisors
New York
$207K -$17.4K -109 -8%
RWI
3283
Red Wave Investments
Pennsylvania
$206K
CAM
3284
Councilmark Asset Management
Tennessee
$206K
EBA
3285
Eagle Bay Advisors
New York
$206K -$77.7K -487 -27%
FEG
3286
Financial Enhancement Group
Indiana
$206K +$10.5K +66 +5%
GWM
3287
GoalFusion Wealth Management
Texas
$205K +$159 +1 +0.1%
PA
3288
Parkside Advisors
California
$205K -$12K -75 -5%
FAM
3289
Flaharty Asset Management
Florida
$205K +$209K +1,313 New
CPC
3290
Congress Park Capital
New York
$205K +$209K +1,311 New
IPW
3291
Intergy Private Wealth
Colorado
$205K +$209K +1,310 New
CSIA
3292
Carl Stuart Investment Advisor
Texas
$205K
WH
3293
Whitcomb & Hess
Ohio
$205K +$1.91K +12 +0.9%
AFS
3294
AFG Fiduciary Services
Massachusetts
$204K
JTWM
3295
Jackson Thornton Wealth Management
Alabama
$204K -$957 -6 -0.5%
LC
3296
Lavaca Capital
Texas
$204K
ELM
3297
Elite Life Management
Florida
$204K -$957 -6 -0.5%
BF
3298
Blankinship & Foster
California
$204K
AWA
3299
Aquire Wealth Advisors
Utah
$204K
SMH
3300
Sanders Morris Harris
Texas
$203K +$207K +1,300 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.