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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
NEI
3551
Northwest & Ethical Investments
Ontario, Canada
-$1.79M -11,329 Closed
HW
3552
Hedeker Wealth
Illinois
-$1.67M -10,566 Closed
ORAM
3553
One River Asset Management
Connecticut
-$1.57M -9,978 Closed
GPFA
3554
Game Plan Financial Advisors
Ohio
-$1.44M -9,107 Closed
AIM
3555
Aigen Investment Management
New York
-$1.43M -9,064 Closed
BWS
3556
Buck Wealth Strategies
Colorado
-$1.4M -8,851 Closed
WFM
3557
Wolff Financial Management
Michigan
-$1.4M -8,843 Closed
SPG
3558
Strategic Planning Group
Utah
-$1.35M -8,565 Closed
SCM
3559
Semanteon Capital Management
Massachusetts
-$1.31M -8,321 Closed
AC
3560
AXQ Capital
New Jersey
-$1.29M -8,200 Closed
MG
3561
Marex Group
-$1.25M -7,930 Closed
AAIS
3562
ABN AMRO Investment Solutions
-$1.23M -7,774 Closed
HCP
3563
Holt Capital Partners
Texas
-$1.22M -7,706 Closed
CBFP
3564
Cedar Brook Financial Partners
Ohio
-$1.18M -7,451 Closed
DS
3565
DRW Securities
Illinois
-$1.1M -6,874 Closed
OWM
3566
OneAscent Wealth Management
Alabama
-$1.08M -6,845 Closed
DA
3567
Duality Advisers
Florida
-$1.03M -6,526 Closed
MM
3568
MQS Management
New York
-$944K -5,986 Closed
JWWM
3569
Johnson & White Wealth Management
Pennsylvania
-$935K -5,928 Closed
BWM
3570
BCS Wealth Management
Tennessee
-$844K -5,350 Closed
CWM
3571
Campbell Wealth Management
Virginia
-$793K -5,027 Closed
SG
3572
Sienna Gestion
France
-$739K -4,683 Closed
OFS
3573
OneAscent Financial Services
Alabama
-$736K -4,669 Closed
CM
3574
Cercano Management
Washington
-$695K -4,407 Closed
HFRG
3575
Houlihan Financial Resource Group
Virginia
-$671K -4,256 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.