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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
VVP
501
Venture Visionary Partners
Ohio
$16.3M +$543K +3,404 +3%
SBWIC
502
Schaper Benz & Wise Investment Counsel
Wisconsin
$16.3M -$41.8K -262 -0.3%
MCP
503
Mirador Capital Partners
California
$16.2M -$111K -699 -0.7%
CL
504
Choreo LLC
Illinois
$16.2M +$6.18M +38,731 +60%
Assenagon Asset Management
505
Assenagon Asset Management
Luxembourg
$16.2M -$24.1M -151,093 -59%
SW
506
SteelPeak Wealth
California
$16.1M +$5.84M +36,653 +55%
FLPIM
507
F.L. Putnam Investment Management
Massachusetts
$16.1M +$3.65M +22,864 +29%
IC
508
IEQ Capital
California
$16.1M +$1.36M +8,518 +9%
FLII
509
First Long Island Investors
New York
$16M -$317K -1,989 -2%
LCM
510
LVM Capital Management
Michigan
$15.9M +$861K +5,399 +6%
TCM
511
Telos Capital Management
California
$15.8M -$9.73K -61 -0.1%
Kayne Anderson Rudnick Investment Management
512
Kayne Anderson Rudnick Investment Management
California
$15.8M -$1.69M -10,606 -9%
SC
513
Savoie Capital
Illinois
$15.7M
KWM
514
Kingsview Wealth Management
Oregon
$15.7M -$599K -3,759 -4%
CRWM
515
Castle Rock Wealth Management
California
$15.6M +$64.4K +404 +0.4%
NMIFOAC
516
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$15.5M
BHWM
517
Bar Harbor Wealth Management
New Hampshire
$15.5M -$100K -629 -0.6%
PCM
518
Parsons Capital Management
Rhode Island
$15.4M -$224K -1,406 -1%
CRC
519
Curi RMB Capital
Illinois
$15.4M +$2.71K +17 +0%
SAM
520
Securian Asset Management
Minnesota
$15.4M -$575K -3,603 -4%
RCYC
521
Richard C. Young & Co
Rhode Island
$15.4M +$424K +2,657 +3%
Credit Agricole
522
Credit Agricole
France
$15.4M -$6.33M -39,707 -29%
MC
523
Moors & Cabot
Massachusetts
$15.3M +$62.5K +392 +0.4%
BFIM
524
Beese Fulmer Investment Management
Ohio
$15.3M +$56.3K +353 +0.4%
LSERS
525
Louisiana State Employees Retirement System
Louisiana
$15.2M -$638K -4,000 -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.