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Chevron

3,701 hedge funds and large institutions have $190B invested in Chevron in 2025 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 1,607 increasing their positions, 1,587 reducing their positions, and 228 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 1,607 | Existing positions reduced: 1,587

0.63% less ownership

Funds ownership: 76.25%75.61% (-0.63%)

6% less call options, than puts

Call options by funds: $3.65B | Put options by funds: $3.88B

3% less funds holding

Funds holding: 3,8173,701 (-116)

15% less capital invested

Capital invested by funds: $223B → $190B (-$32.6B)

29% less first-time investments, than exits

New positions opened: 161 | Existing positions closed: 228

58% less funds holding in top 10

Funds holding in top 10: 16469 (-95)

Holders
3,701
Holders Change
-116
Holders Change %
-3.04%
% of All Funds
48.71%
Holding in Top 10
69
Holding in Top 10 Change
-95
Holding in Top 10 Change %
-57.93%
% of All Funds
0.91%
New
161
Increased
1,607
Reduced
1,587
Closed
228
Calls
$3.65B
Puts
$3.88B
Net Calls
-$223M
Net Calls Change
-$1.59B
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
3801
McAlister Sweet & Associates
Texas
-$258K -1,543 Closed
NA
3802
Novus Advisors
South Carolina
-$257K -1,539 Closed
SHJ
3803
Sharkey, Howes & Javer
Colorado
-$257K -1,536 Closed
MQWP
3804
Morey & Quinn Wealth Partners
Nebraska
-$255K -1,524 Closed
JTWM
3805
Jackson Thornton Wealth Management
Alabama
-$207K -1,504 Closed
FPTW
3806
Franklin, Parlapiano, Turner & Welch
Texas
-$251K -1,503 Closed
CP
3807
Capital Planning
Washington
-$251K -1,499 Closed
ACM
3808
Advance Capital Management
Michigan
-$250K -1,494 Closed
AIP
3809
Arrowpoint Investment Partners
Singapore
-$249K -1,490 Closed
AFA
3810
AA Financial Advisors
Ohio
-$245K -1,467 Closed
CWM
3811
Cherrydale Wealth Management
New Jersey
-$244K -1,461 Closed
CWA
3812
Cura Wealth Advisors
Illinois
-$205K -1,455 Closed
MFGM
3813
Marshall Financial Group (Maryland)
Maryland
-$243K -1,454 Closed
CWA
3814
Crux Wealth Advisors
California
-$240K -1,432 Closed
MAG
3815
M3 Advisory Group
Massachusetts
-$239K -1,431 Closed
LFG
3816
Lockerman Financial Group
California
-$238K -1,424 Closed
MC
3817
Mathes Company
New York
-$238K -1,422 Closed
WWM
3818
WT Wealth Management
Arizona
-$238K -1,422 Closed
AC
3819
AWM Capital
Arizona
-$234K -1,401 Closed
FL
3820
FreeGulliver LLC
Louisiana
-$233K -1,395 Closed
HC
3821
Headland Capital
South Carolina
-$233K -1,394 Closed
AC
3822
Annandale Capital
Texas
-$233K -1,392 Closed
NI
3823
NDVR Inc
Massachusetts
-$232K -1,387 Closed
RIM
3824
Rockbridge Investment Management
New York
-$232K -1,387 Closed
IHL
3825
Investment House LLC
California
-$231K -1,383 Closed

CVX Hedge Fund Activity: Q2 2025 in Review

3,701 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q2 2025, worth a combined $190B — down 15% from $223B a quarter earlier.

Sellers outnumbered buyers: 228 funds closed out of CVX and 161 opened new positions — a net loss of 67 holders — while 1,587 trimmed existing stakes and 1,607 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.56B. The largest seller was GQG Partners, cutting an estimated $1.23B.

  • 3,701 institutional investors held Chevron (CVX) as of Q2 2025, down from 3,817 in Q1 2025.
  • Funds reported $190B of Chevron stock for Q2 2025, down 15% quarter-over-quarter.
  • 161 funds opened new Chevron positions in Q2 2025 and 228 closed out, a net change of -67 holders.
  • The largest Chevron buyer in Q2 2025 was Royal Bank of Canada, an estimated $1.56B added.
  • The largest Chevron seller in Q2 2025 was GQG Partners, an estimated $1.23B sold.

Based on aggregated 13F filings for Q2 2025.