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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
CA
3526
CoreCap Advisors
Michigan
-$4.58M -29,018 Closed
OC
3527
Optimas Capital
Hong Kong
-$4.46M -28,300 Closed
RCM
3528
Radnor Capital Management
Pennsylvania
-$3.89M -24,670 Closed
GBWM
3529
Granite Bay Wealth Management
New Hampshire
-$3.79M -24,048 Closed
NL
3530
NWAM LLC
Washington
-$3.7M -22,813 Closed
SI
3531
Symmetry Investments
Jersey
-$3.54M -22,412 Closed
CMTU
3532
Capital Markets Trading (UK)
United Kingdom
-$3.39M -21,248 Closed
PCM
3533
Prelude Capital Management
New York
-$3.31M -20,994 Closed
QCM
3534
Qsemble Capital Management
New York
-$3.29M -20,867 Closed
WWA
3535
WCG Wealth Advisors
Nevada
-$3.16M -20,027 Closed
GCM
3536
Granby Capital Management
Florida
-$3.15M -20,000 Closed
JCA
3537
Jade Capital Advisors
New Jersey
-$3.15M -20,000 Closed
PPP
3538
Private Portfolio Partners
New Jersey
-$2.44M -15,486 Closed
LAS
3539
Lloyd Advisory Services
Georgia
-$2.38M -15,070 Closed
CGF
3540
Constant Guidance Financial
Massachusetts
-$2.37M -14,766 Closed
GAM
3541
Grandview Asset Management
Pennsylvania
-$2.32M -14,728 Closed
AWC
3542
Abundance Wealth Counselors
Pennsylvania
-$2.27M -14,415 Closed
LIP
3543
Lighthouse Investment Partners
Florida
-$2.24M -14,217 Closed
ACM
3544
Ategra Capital Management
Virginia
-$2.21M -14,022 Closed
Voloridge Investment Management
3545
Voloridge Investment Management
Florida
-$2.15M -13,623 Closed
LOAMS
3546
Lombard Odier Asset Management (Switzerland)
Switzerland
-$2.08M -13,180 Closed
IHL
3547
Investment House LLC
California
-$2.04M -12,912 Closed
CCA
3548
Catalyst Capital Advisors
New York
-$2.02M -12,827 Closed
DFG
3549
Delta Financial Group
New Jersey
-$1.87M -11,840 Closed
ACM
3550
Aquatic Capital Management
Illinois
-$1.83M -11,600 Closed

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.