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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
CFO
3901
Custos Family Office
Texas
-$244K -1,686 Closed
PIAS
3902
PCA Investment Advisory Services
Ohio
-$243K -1,681 Closed
AA
3903
ABC Arbitrage
France
-$240K -1,657 Closed
BA
3904
Bluesphere Advisors
Pennsylvania
-$240K -1,655 Closed
AFAS
3905
Acorn Financial Advisory Services
Virginia
-$237K -1,636 Closed
SF
3906
Safeguard Financial
Wisconsin
-$237K -1,635 Closed
SWIG
3907
Strategic Wealth Investment Group
Kentucky
-$233K -1,609 Closed
BCM
3908
Bayesian Capital Management
New York
-$231K -1,596 Closed
BPAMU
3909
BTG Pactual Asset Management US
New York
-$228K -1,573 Closed
PFA
3910
Petra Financial Advisors
Colorado
-$223K -1,537 Closed
DI
3911
Disciplined Investors
Texas
-$236K -1,520 Closed
BA
3912
BCM Advisors
Louisiana
-$228K -1,490 Closed
AWA
3913
AmeriServ Wealth Advisors
Pennsylvania
-$213K -1,473 Closed
HOWA
3914
Heritage Oak Wealth Advisors
Florida
-$210K -1,447 Closed
HBS
3915
Howard Bailey Securities
Indiana
-$202K -1,393 Closed
ICM
3916
Intrepid Capital Management
Florida
-$201K -1,388 Closed
BCM
3917
BluePath Capital Management
Georgia
-$215K -1,385 Closed
SGAM
3918
Smith Group Asset Management
Texas
-$200K -1,383 Closed
OPPS
3919
Obsidian Personal Planning Solutions
Maryland
-$205K -1,376 Closed
FEG
3920
Financial Enhancement Group
Indiana
-$202K -1,300 Closed
LJHT
3921
Laurie J. Hall Trustee
-$164K -1,129 Closed
VFA
3922
Values First Advisors
Tennessee
-$162K -1,118 Closed
EBA
3923
Eagle Bay Advisors
New York
-$132K -914 Closed
TCG
3924
Transcendent Capital Group
Oklahoma
-$117K -806 Closed
MCM
3925
MidAtlantic Capital Management
Virginia
-$89.7K -619 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.