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Chevron

3,814 hedge funds and large institutions have $223B invested in Chevron in 2025 Q1 according to their latest regulatory filings, with 255 funds opening new positions, 1,689 increasing their positions, 1,519 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 255 | Existing positions closed: 135

69% more funds holding in top 10

Funds holding in top 10: 97164 (+67)

37% more call options, than puts

Call options by funds: $5.04B | Put options by funds: $3.67B

13% more capital invested

Capital invested by funds: $198B → $223B (+$25.1B)

11% more repeat investments, than reductions

Existing positions increased: 1,689 | Existing positions reduced: 1,519

1.74% more ownership

Funds ownership: 74.47%76.21% (+1.7%)

2% more funds holding

Funds holding: 3,7533,814 (+61)

Holders
3,814
Holders Change
+61
Holders Change %
+1.63%
% of All Funds
51.15%
Holding in Top 10
164
Holding in Top 10 Change
+67
Holding in Top 10 Change %
+69.07%
% of All Funds
2.2%
New
255
Increased
1,689
Reduced
1,519
Closed
135
Calls
$5.04B
Puts
$3.67B
Net Calls
+$1.36B
Net Calls Change
+$743M
Name Holding Trade Value Shares
Change
Change in
Stake
WOC
3751
West Oak Capital
California
$31.3K -$29.7K -190 -1%
ACM
3752
Anfield Capital Management
California
$30.1K +$157 +1 +0.6%
BFS
3753
Bare Financial Services
Pennsylvania
$29.8K
OCM
3754
Osterweis Capital Management
California
$29.3K -$262K -1,675 -91%
IWM
3755
IMG Wealth Management
Florida
$29.1K
MBFW
3756
Morton Brown Family Wealth
Pennsylvania
$28.6K +$8.3K +53 +45%
HC
3757
Hoese & Co
Minnesota
$28.1K
NWMP
3758
Noble Wealth Management PBC
Colorado
$27.6K -$61.4K -392 -70%
ANRF
3759
Adams Natural Resources Fund
Maryland
$25.4K -$79.8M -509,946 -100%
LFASL
3760
Lugano Financial Advisors SA (LFA)
Switzerland
$25.1K -$51.7K -330 -69%
RWPA
3761
Richard W. Paul & Associates
Michigan
$25.1K -$2.97K -19 -11%
EA
3762
Evolution Advisers
Virginia
$25K +$2.82K +18 +14%
HFM
3763
Harvest Fund Management
China
$25K +$19.1K +122 +421%
RCA
3764
Runnymede Capital Advisors
Ohio
$24.1K
RTL
3765
Red Tortoise LLC
Georgia
$23.6K
ACM
3766
Accent Capital Management
Ohio
$23.6K +$22.1K +141 New
HHGA
3767
Halbert Hargrove Global Advisors
California
$23.5K +$9.39K +60 +75%
CI
3768
Clal Insurance
Israel
$23K +$17.4K +111 +427%
VWWMG
3769
Vermillion & White Wealth Management Group
Pennsylvania
$22.9K +$16.8K +107 +357%
GWM
3770
Graybill Wealth Management
Illinois
$22.9K +$21.4K +137 New
CWP
3771
Clark Wealth Partners
Illinois
$21.9K +$157 +1 +0.8%
FCG
3772
Financial Connections Group
California
$21K +$1.88K +12 +10%
HCA
3773
Heck Capital Advisors
Wisconsin
$20.9K
CG
3774
Curat Global
New Hampshire
$20.9K +$19.6K +125 New
BMC
3775
Bear Mountain Capital
Washington
$20.6K

CVX Hedge Fund Activity: Q1 2025 in Review

3,814 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q1 2025, worth a combined $223B — up 13% from $198B a quarter earlier.

Buyers outnumbered sellers: 255 funds opened new CVX positions and 135 closed out — a net gain of 120 holders — while 1,689 added to existing stakes and 1,519 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $1.37B. The largest seller was State Street, cutting an estimated $830M.

  • 3,814 institutional investors held Chevron (CVX) as of Q1 2025, up from 3,753 in Q4 2024.
  • Funds reported $223B of Chevron stock for Q1 2025, up 13% quarter-over-quarter.
  • 255 funds opened new Chevron positions in Q1 2025 and 135 closed out, a net change of +120 holders.
  • The largest Chevron buyer in Q1 2025 was GQG Partners, an estimated $1.37B added.
  • The largest Chevron seller in Q1 2025 was State Street, an estimated $830M sold.

Based on aggregated 13F filings for Q1 2025.