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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
LJHT
3326
Laurie J. Hall Trustee
$177K
CAM
3327
Clarity Asset Management
Iowa
$177K +$159 +1 +0.1%
CIAS
3328
CBIZ Investment Advisory Services
Ohio
$175K -$957 -6 -0.5%
TFM
3329
TFC Financial Management
Massachusetts
$172K -$17.9K -112 -9%
OBWP
3330
O'Brien Wealth Partners
Massachusetts
$168K
RDIA
3331
RE Dickinson Investment Advisors
Iowa
$166K +$15.9K +100 +10%
FFA
3332
Frazier Financial Advisors
Ohio
$165K -$3.19K -20 -2%
JSAM
3333
J. Safra Asset Management
New York
$163K +$109K +686 +192%
APC
3334
Aspire Private Capital
North Carolina
$163K +$5.58K +35 +3%
RWML
3335
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$161K +$32.1K +201 +24%
AA
3336
AlphaMark Advisors
Kentucky
$161K -$8.61K -54 -5%
RWMG
3337
Redwood Wealth Management Group
New Jersey
$161K +$164K +1,029 New
CWM
3338
Cranbrook Wealth Management
Michigan
$160K +$140K +880 +615%
AP
3339
Aspect Partners
Virginia
$157K
HFS
3340
HBC Financial Services
Washington
$157K
SCA
3341
Stuart Chaussee & Associates
California
$156K
SSG
3342
Summit Securities Group
New York
$156K -$4.26M -26,700 -96%
CSC
3343
Cove Street Capital
California
$156K
NMG
3344
New Millennium Group
Utah
$155K +$158K +989 New
WCMN
3345
Westchester Capital Management (Nebraska)
Nebraska
$146K
TCM
3346
TD Capital Management
Tennessee
$144K -$31.9K -200 -18%
MFT
3347
Moisand Fitzgerald Tamayo
Florida
$141K
DEM
3348
Disciplined Equity Management
Florida
$141K
SIC
3349
SJS Investment Consulting
Ohio
$141K +$11.8K +74 +9%
SFCL
3350
Strengthening Families & Communities LLC
Massachusetts
$140K +$143K +896 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.