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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
MWA
3426
MFA Wealth Advisors
Pennsylvania
$58.8K +$60K +376 New
RCM
3427
Richardson Capital Management
Wisconsin
$57.1K
DF
3428
Dunhill Financial
United Kingdom
$57.1K +$6.38K +40 +12%
WAG
3429
Wiser Advisor Group
Arizona
$53.4K +$638 +4 +1%
VAG
3430
VisionPoint Advisory Group
Texas
$52.4K
RF
3431
Robinswood Financial
Washington
$51.9K +$319 +2 +0.6%
RAM
3432
Riggs Asset Management
Pennsylvania
$51.8K +$638 +4 +1%
PA
3433
Pineridge Advisors
Missouri
$51.8K -$1.28K -8 -2%
GIM
3434
Gold Investment Management
Alberta, Canada
$51.6K
LFASL
3435
Lugano Financial Advisors SA (LFA)
Switzerland
$51.6K +$52.6K +330 New
NI
3436
NCP Inc
California
$50.9K +$478 +3 +0.9%
BAM
3437
Byrne Asset Management
New Jersey
$50.8K
BCPWM
3438
Bradley & Co Private Wealth Management
Florida
$50.1K
NOI
3439
Newton One Investments
Delaware
$49K +$478 +3 +1%
GWSA
3440
Global Wealth Strategies & Associates
Colorado
$48.5K
DF
3441
DecisionPoint Financial
Arizona
$48.1K -$7.97K -50 -14%
SRCM
3442
Signature Resources Capital Management
California
$47.9K -$87.1K -546 -64%
DI
3443
DAGCO Inc
Ohio
$44.5K +$478 +3 +1%
CIR
3444
Clear Investment Research
Georgia
$43K -$478 -3 -1%
LIA
3445
Luken Investment Analytics
Tennessee
$39.1K
CJL
3446
Cyrus J. Lawrence
New York
$39K +$15.9K +100 +67%
JFG
3447
JDM Financial Group
Texas
$38.6K +$2.39K +15 +6%
CWA
3448
Carolina Wealth Advisors
South Carolina
$37.4K -$2.23K -14 -6%
ACM
3449
Anfield Capital Management
California
$34K +$18.8K +118 +118%
KHC
3450
Koesten Hirschmann & Crabtree
Kansas
$31.5K

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.