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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
LWM
3876
Laidlaw Wealth Management
New York
-$570K -3,937 Closed
BPWM
3877
Black Point Wealth Management
Florida
-$512K -3,534 Closed
SPWM
3878
Straight Path Wealth Management
Michigan
-$441K -3,044 Closed
Tudor Investment Corp
3879
Tudor Investment Corp
Connecticut
-$465K -2,969 Closed
RWS
3880
Resolute Wealth Strategies
Mississippi
-$424K -2,930 Closed
PBT
3881
Pictet Bank & Trust
Bahamas
-$420K -2,900 Closed
AC
3882
ASB Consultores
Florida
-$412K -2,842 Closed
GC
3883
GFG Capital
Florida
-$387K -2,673 Closed
TLFA
3884
True Link Financial Advisors
California
-$378K -2,610 Closed
SRL
3885
Scientech Research LLC
New Jersey
-$360K -2,486 Closed
RI
3886
RWWM Inc
California
-$340K -2,350 Closed
OCM
3887
Objective Capital Management
Ohio
-$338K -2,337 Closed
ODG
3888
O'Dell Group
Ohio
-$327K -2,255 Closed
SOW
3889
State of Wyoming
Wyoming
-$322K -2,226 Closed
SNBOSCI
3890
Security National Bank of Sioux City Iowa
Iowa
-$308K -2,129 Closed
PWM
3891
Power Wealth Management
Georgia
-$307K -2,122 Closed
BFAG
3892
Blackston Financial Advisory Group
Florida
-$306K -2,111 Closed
PTC
3893
Petrus Trust Company
Texas
-$305K -2,106 Closed
PHAM
3894
Palisades Hudson Asset Management
Florida
-$296K -2,044 Closed
FI
3895
FWG Investments
Kentucky
-$282K -1,948 Closed
LFS
3896
Legacy Financial Strategies
Kansas
-$274K -1,869 Closed
MECA
3897
Miller Equity Capital Advisors
Texas
-$264K -1,821 Closed
WWG
3898
West Wealth Group
California
-$260K -1,796 Closed
EI
3899
Ellevest Inc
New York
-$250K -1,723 Closed
JWM
3900
Jupiter Wealth Management
Colorado
-$246K -1,700 Closed

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.