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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
BRWA
476
B. Riley Wealth Advisors
Florida
$17.6M -$1.44M -9,029 -7%
PA
477
Parallel Advisors
California
$17.6M -$69.5K -436 -0.4%
AWAG
478
ARS Wealth Advisors Group
Florida
$17.6M +$8.44M +52,938 +89%
CTI
479
Community Trust & Investment
Kentucky
$17.5M -$352K -2,209 -2%
VW
480
Vantage Wealth
California
$17.4M -$61.4K -385 -0.3%
CFIA
481
Cantor Fitzgerald Investment Advisors
New York
$17.4M -$437K -2,743 -2%
EWA
482
EP Wealth Advisors
California
$17.4M +$1.27M +7,967 +8%
WIC
483
Woodmont Investment Counsel
Tennessee
$17.3M +$222K +1,392 +1%
Nomura Holdings
484
Nomura Holdings
Japan
$17.2M -$5.96M -37,379 -25%
HIMCH
485
Hartford Investment Management Co (HIMCO)
Connecticut
$17.2M -$366K -2,293 -2%
DILIC
486
Dai-ichi Life Insurance Company
Japan
$17.1M -$1.17M -7,307 -6%
FFA
487
First Foundation Advisors
California
$17M -$232K -1,457 -1%
QCM
488
Quantinno Capital Management
New York
$16.9M +$1.6M +10,040 +10%
TA
489
TruWealth Advisors
Louisiana
$16.9M +$745K +4,669 +5%
TCOV
490
Trust Company of Vermont
Vermont
$16.9M +$512K +3,214 +3%
IWC
491
Integrated Wealth Concepts
Massachusetts
$16.8M +$281K +1,765 +2%
TI
492
Trexquant Investment
Connecticut
$16.7M +$17.1M +106,929 New
AIMC
493
Alley Investment Management Company
Illinois
$16.7M +$125K +786 +0.7%
CWM
494
Congress Wealth Management
Massachusetts
$16.6M -$7.11M -44,586 -30%
CA
495
Callahan Advisors
Texas
$16.6M +$311K +1,948 +2%
CCB
496
Country Club Bank
Missouri
$16.5M -$158K -991 -0.9%
BCM
497
Bridgeway Capital Management
Texas
$16.5M +$951K +5,966 +6%
SFA
498
Sequoia Financial Advisors
Ohio
$16.4M +$184K +1,151 +1%
TF
499
Talbot Financial
Washington
$16.4M -$26.6K -167 -0.2%
VA
500
Vident Advisory
Georgia
$16.4M +$716K +4,493 +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.