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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
NERM
3576
New England Research & Management
Illinois
-$658K -4,169 Closed
ACM
3577
Arosa Capital Management
Florida
-$631K -4,000 Closed
SFSG
3578
Sound Financial Strategies Group
Mississippi
-$627K -3,976 Closed
AGA
3579
Accuvest Global Advisors
Utah
-$623K -3,951 Closed
NJBEST
3580
New Jersey Better Educational Savings Trust
New Jersey
-$609K -3,861 Closed
DWM
3581
Dechtman Wealth Management
Colorado
-$587K -3,720 Closed
BBP
3582
Banco BTG Pactual
Brazil
-$564K -3,574 Closed
WA
3583
Wealthstar Advisors
Texas
-$548K -3,475 Closed
SAW
3584
Signal Advisors Wealth
Michigan
-$536K -3,400 Closed
OAM
3585
Oxford Asset Management
United Kingdom
-$495K -3,135 Closed
WWS
3586
Wellington Wealth Strategies
Indiana
-$483K -3,060 Closed
BC
3587
Bridgefront Capital
Texas
-$455K -2,882 Closed
Q
3588
QVR
California
-$451K -2,857 Closed
PTC
3589
Petrus Trust Company
Texas
-$437K -2,769 Closed
SCA
3590
Stillwater Capital Advisors
Pennsylvania
-$433K -2,748 Closed
CWM
3591
Circle Wealth Management
New Jersey
-$408K -2,585 Closed
OQS
3592
Occudo Quantitative Strategies
Florida
-$400K -2,533 Closed
CSIA
3593
Charles Schwab Investment Advisory
California
-$394K -2,499 Closed
BFM
3594
Boothbay Fund Management
New York
-$388K -2,459 Closed
ARC
3595
Advisor Resource Council
Texas
-$364K -2,426 Closed
DWA
3596
Delap Wealth Advisory
Oregon
-$361K -2,286 Closed
TCPW
3597
Twin City Private Wealth
North Carolina
-$347K -2,199 Closed
NPT
3598
National Philanthropic Trust
Pennsylvania
-$325K -2,060 Closed
CIP
3599
Capital Insight Partners
Arizona
-$319K -2,025 Closed
BPCA
3600
Bank Pictet & Cie (Asia)
Singapore
-$297K -1,880 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.