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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
MCM
526
Mengis Capital Management
Oregon
$15.1M -$627K -3,934 -4%
LGF
527
LGT Group Foundation
Liechtenstein
$15.1M +$885K +5,551 +6%
BS
528
Banco Santander
Spain
$15M -$2.74M -17,183 -15%
FNT
529
First Nebraska Trust
Nebraska
$15M +$2.1M +13,142 +16%
DWP
530
Daymark Wealth Partners
Ohio
$15M +$774K +4,855 +3%
HCMT
531
Highland Capital Management (Tennessee)
Tennessee
$14.9M -$395K -2,476 -3%
NB
532
NBT Bank
New York
$14.9M +$831K +5,212 +6%
FHA
533
First Horizon Advisors
Tennessee
$14.9M -$343K -2,153 -2%
TSW
534
Thompson Siegel & Walmsley
Virginia
$14.9M -$39.5K -248 -0.3%
TTWM
535
TCV Trust & Wealth Management
Virginia
$14.9M -$51K -320 -0.3%
BCM
536
Brookstone Capital Management
Illinois
$14.8M +$2.34M +14,665 +19%
HW
537
Hancock Whitney
Mississippi
$14.6M -$43.4K -272 -0.3%
EWA
538
Exencial Wealth Advisors
Oklahoma
$14.6M -$1.13M -7,092 -7%
FBB
539
Fulton Breakefield Broenniman
Maryland
$14.6M +$122K +767 +0.8%
PAM
540
Palisade Asset Management
Minnesota
$14.5M +$79.4K +498 +0.5%
WSFS
541
Wilmington Savings Fund Society
Delaware
$14.5M -$97K -608 -0.7%
SC
542
SouthState Corp
Florida
$14.5M +$910K +5,707 +7%
CA
543
CSM Advisors
Pennsylvania
$14.4M +$1.45M +9,082 +11%
AP
544
Americana Partners
Texas
$14.3M -$127K -798 -0.9%
SCA
545
Stonebridge Capital Advisors
Minnesota
$14.3M +$438K +2,749 +3%
SC
546
Scotia Capital
Ontario, Canada
$14.3M +$1.54M +9,687 +12%
LCS
547
Levin Capital Strategies
New York
$14.2M +$26.5K +166 +0.2%
BBVA
548
Banco Bilbao Vizcaya Argentaria
Spain
$14.2M +$914K +5,735 +7%
AHB
549
Abner Herrman & Brock
New Jersey
$14.1M -$5.42M -33,983 -27%
P
550
&Partners
Tennessee
$14M +$10.7M +67,144 +296%

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.