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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
GWMI
3476
Guardian Wealth Management (Illinois)
Illinois
$12.6K +$159 +1 +1%
TVWM
3477
Tower View Wealth Management
Wisconsin
$12.6K
MWA
3478
Moser Wealth Advisors
Washington
$12.5K
LFA
3479
Legend Financial Advisors
Pennsylvania
$12.5K +$4.3K +27 +51%
PPWM
3480
PFG Private Wealth Management
Florida
$11.1K +$8.77K +55 +344%
MBFW
3481
Morton Brown Family Wealth
Pennsylvania
$11K
RBC
3482
Roble Belko & Company
Pennsylvania
$11K
FA
3483
Financial Avengers
California
$10.4K +$159 +1 +2%
HF
3484
Halpern Financial
Virginia
$9.38K -$11.3K -71 -54%
FIM
3485
FWL Investment Management
Texas
$8.76K
CJH
3486
Christopher J. Hasenberg
Wisconsin
$6.57K
PS
3487
PayPay Securities
Japan
$6.26K -$159 -1 -2%
BBPWM
3488
Blue Bell Private Wealth Management
Pennsylvania
$5.67K +$4.94K +31 +620%
VWWMG
3489
Vermillion & White Wealth Management Group
Pennsylvania
$4.69K
ACA
3490
American Capital Advisory
Idaho
$4.62K -$19.9K -125 -80%
HCM
3491
Horrell Capital Management
Arkansas
$4K
CAM
3492
ClariVest Asset Management
California
$3.91K -$1.28K -8 -24%
GI
3493
GS Investments
Minnesota
$3.29K
IA
3494
IFS Advisors
Kansas
$3.28K +$1.75K +11 +110%
DWA
3495
Dougherty Wealth Advisers
Minnesota
$3.13K
TJHA
3496
Thomas J. Herzfeld Advisors
Florida
$2.35K +$2.39K +15 New
HFS
3497
Horizon Financial Services
North Carolina
$1.88K
SWP
3498
SIMA Wealth Partners
Virginia
$1.09K +$1.12K +7 New
FHC
3499
First Heartland Consultants
Missouri
$692 +$1.44K +9 +0.2%
IC
3500
Innealta Capital
Texas
$469 +$478 +3 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.