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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
IHWM
3351
Iron Horse Wealth Management
Iowa
$139K
SFO
3352
Standard Family Office
South Dakota
$138K
RP
3353
Raelipskie Partnership
Ontario, Canada
$135K
FFL
3354
Financial Freedom LLC
Ohio
$135K +$957 +6 +0.7%
SHIM
3355
Stone House Investment Management
Pennsylvania
$135K +$47.4K +297 +53%
CCMI
3356
Creative Capital Management Investments
California
$134K
CYG
3357
Clean Yield Group
Vermont
$132K
TC
3358
Trust Company
Kansas
$132K -$18.2K -114 -12%
DRS
3359
Deane Retirement Strategies
Louisiana
$132K
VWA
3360
Valued Wealth Advisors
Utah
$131K +$64.7K +406 +94%
GKIM
3361
GW&K Investment Management
Massachusetts
$131K +$34.8K +218 +35%
GC
3362
Garde Capital
Washington
$130K -$25.5K -160 -16%
DCM
3363
Disciplina Capital Management
Tennessee
$129K +$1.28K +8 +1%
CAM
3364
Creekmur Asset Management
Illinois
$129K -$9.09K -57 -6%
TCG
3365
Transcendent Capital Group
Oklahoma
$127K +$1.91K +12 +2%
AWM
3366
Abound Wealth Management
Tennessee
$126K -$2.07K -13 -2%
CM
3367
Capula Management
Cayman Islands
$122K +$124K +779 New
MSFP
3368
Mark Sheptoff Financial Planning
Connecticut
$117K +$7.18K +45 +6%
PWMG
3369
Prestige Wealth Management Group
New Jersey
$115K -$63.1K -396 -35%
PG
3370
Proffitt & Goodson
Tennessee
$114K +$10K +63 +9%
FWA
3371
FSC Wealth Advisors
New York
$114K +$6.06K +38 +6%
FDCP
3372
Foster Dykema Cabot & Partners
Massachusetts
$114K +$39.9K +250 +52%
JWM
3373
Jupiter Wealth Management
Colorado
$112K -$431K -2,700 -79%
UIA
3374
Ulland Investment Advisors
Minnesota
$112K
IRAG
3375
Investment Research & Advisory Group
Georgia
$110K

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.