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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
MCI
3601
MRP Capital Investments
Georgia
-$292K -1,848 Closed
SFG
3602
Socha Financial Group
New York
-$280K -1,777 Closed
TFA
3603
Tranquilli Financial Advisor
New Jersey
-$274K -1,736 Closed
AFS
3604
Axiom Financial Strategies
Indiana
-$253K -1,601 Closed
TIA
3605
Tandem Investment Advisors
South Carolina
-$244K -1,545 Closed
SCM
3606
Sollinda Capital Management
Florida
-$237K -1,501 Closed
SCM
3607
Stonehearth Capital Management
Massachusetts
-$234K -1,483 Closed
PWP
3608
Perfromance Wealth Partners
Illinois
-$225K -1,429 Closed
PJWM
3609
Philip James Wealth Mangement
Georgia
-$223K -1,414 Closed
BDWCC
3610
B&D White Capital Company
Texas
-$221K -1,400 Closed
GCM
3611
Gallacher Capital Management
Colorado
-$219K -1,390 Closed
NC
3612
NBW Capital
Massachusetts
-$216K -1,369 Closed
CCP
3613
Clarity Capital Partners
California
-$213K -1,350 Closed
RIP
3614
RAM Investment Partners
Washington
-$212K -1,343 Closed
AWM
3615
Avaii Wealth Management
Wisconsin
-$210K -1,332 Closed
SWM
3616
Selective Wealth Management
Virginia
-$216K -1,326 Closed
MC
3617
Mirabaud & Cie
Switzerland
-$209K -1,324 Closed
BWM
3618
BlackDiamond Wealth Management
New York
-$206K -1,305 Closed
IWP
3619
Invenio Wealth Partners
Florida
-$206K -1,305 Closed
CWM
3620
Cahaba Wealth Management
Georgia
-$203K -1,286 Closed
PW
3621
Peninsula Wealth
California
-$202K -1,280 Closed
OTL
3622
Oak Thistle LLC
New York
-$201K -1,276 Closed
SOAG
3623
Silver Oak Advisory Group
Oregon
-$201K -1,272 Closed
MAWCM
3624
Mine & Arao Wealth Creation & Management
California
-$192K -1,215 Closed
FFWM
3625
Future Financial Wealth Management
Ohio
-$189K -1,199 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.