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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
Legal & General Group
26
Legal & General Group
United Kingdom
$1.45B -$101M -633,314 -6%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$1.34B +$486M +3,048,819 +56%
N
28
Nuveen
North Carolina
$1.26B -$185M -1,161,840 -13%
UBS AM
29
UBS AM
Illinois
$1.2B +$261M +1,634,514 +27%
Goldman Sachs
30
Goldman Sachs
New York
$1.04B +$4.06M +25,459 +0.4%
Deutsche Bank
31
Deutsche Bank
Germany
$886M -$91M -570,855 -9%
Fayez Sarofim & Co
32
Fayez Sarofim & Co
Texas
$881M +$115M +721,193 +15%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$827M +$10.9M +68,548 +1%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$820M +$29.2M +182,833 +4%
Capital Research Global Investors
35
Capital Research Global Investors
California
$816M -$590M -3,698,175 -41%
Swiss National Bank
36
Swiss National Bank
Switzerland
$813M -$25.2M -158,300 -3%
Barclays
37
Barclays
United Kingdom
$792M -$321M -2,010,895 -28%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$774M +$173M +1,086,982 +28%
AllianceBernstein
39
AllianceBernstein
Tennessee
$737M -$59.2M -371,052 -7%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$676M -$58.8M -368,681 -8%
RJA
41
Raymond James & Associates
Florida
$645M +$25M +156,971 +4%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$621M -$7.74M -48,515 -1%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$599M +$3.76M +23,591 +0.6%
Bessemer Group
44
Bessemer Group
New Jersey
$576M -$5.39M -33,812 -0.9%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$524M +$19.1M +119,985 +4%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$503M -$10.5M -65,832 -2%
Principal Financial Group
47
Principal Financial Group
Iowa
$490M -$8.87M -55,646 -2%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$484M -$99.4M -623,367 -17%
Stifel Financial
49
Stifel Financial
Missouri
$473M +$7.12M +44,644 +1%
First Trust Advisors
50
First Trust Advisors
Illinois
$467M +$19M +119,093 +4%

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.