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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
FG
3401
Fairman Group
Pennsylvania
$80.1K
LI
3402
Louisbourg Investments
New Brunswick, Canada
$78.2K
GAG
3403
Goodman Advisory Group
Massachusetts
$78.1K
AFS
3404
Annapolis Financial Services
Maryland
$77.4K
TCM
3405
Tributary Capital Management
Nebraska
$76.6K
BFP
3406
Briaud Financial Planning
Texas
$76K
CB
3407
Chris Bulman
California
$75.9K +$77.3K +485 New
RAM
3408
Ramirez Asset Management
New York
$72.6K
BFS
3409
Burkett Financial Services
South Carolina
$72.5K +$638 +4 +0.9%
PIS
3410
POM Investment Strategies
North Carolina
$72K +$41.5K +260 +129%
RWM
3411
Ruedi Wealth Management
Illinois
$71.8K
BIM
3412
Breakwater Investment Management
Washington
$70.9K
CH
3413
Canton Hathaway
Rhode Island
$70K
WPWM
3414
Western Pacific Wealth Management
Illinois
$70K +$38.3K +240 +116%
CMA
3415
Cedar Mountain Advisors
Oregon
$69.9K -$2.87K -18 -4%
NL
3416
NVWM LLC
Pennsylvania
$69.5K +$27.4K +172 +63%
RFG
3417
REAP Financial Group
Texas
$67K -$31.1K -195 -31%
DWA
3418
Delos Wealth Advisors
Texas
$67K
HFM
3419
Harvest Fund Management
China
$66K -$797 -5 -1%
QL
3420
Quarry LP
New York
$64.3K +$41.5K +260 +172%
KWAG
3421
Kiely Wealth Advisory Group
North Carolina
$64.2K
DFA
3422
DHJJ Financial Advisors
Illinois
$63.7K +$32.1K +201 +98%
TC
3423
Tacita Capital
Ontario, Canada
$60.8K -$11.2K -70 -15%
MSWM
3424
Mowery & Schoenfeld Wealth Management
Illinois
$60.2K
AT
3425
Avalon Trust
New Mexico
$60K -$159K -1,000 -72%

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.