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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
PAS
576
Park Avenue Securities
New York
$12.9M +$181K +1,138 +1%
BMCM
577
Bryn Mawr Capital Management
Pennsylvania
$12.9M +$67.8K +425 +0.5%
CAM
578
Carret Asset Management
New York
$12.9M -$24.4K -153 -0.2%
LW
579
Linscomb Wealth
Texas
$12.9M +$12.1K +76 +0.1%
GAI
580
General American Investors
New York
$12.8M
NIP
581
Nicholas Investment Partners
California
$12.7M
KFP
582
KMG Fiduciary Partners
Ohio
$12.7M +$195K +1,221 +2%
SAA
583
Southeast Asset Advisors
Georgia
$12.7M +$99.8K +626 +0.8%
CIA
584
Concurrent Investment Advisors
Florida
$12.6M +$2.79M +17,494 +28%
B
585
Barings
North Carolina
$12.6M +$52.9K +332 +0.4%
ANBT
586
American National Bank & Trust
Texas
$12.6M +$835K +5,236 +7%
TPCW
587
TD Private Client Wealth
New York
$12.6M +$650K +4,077 +5%
CIM
588
Cambria Investment Management
California
$12.5M +$431K +2,706 +3%
CA
589
Cornerstone Advisors
North Carolina
$12.5M -$63.8K -400 -0.5%
PWM
590
Perigon Wealth Management
California
$12.5M +$206K +1,293 +2%
ACIM
591
Azimuth Capital Investment Management
Michigan
$12.5M +$99.7K +625 +0.8%
TAL
592
TIG Advisors LLC
New York
$12.5M +$6.42M +40,230 +102%
CGH
593
Crossmark Global Holdings
Texas
$12.4M +$1.19M +7,470 +10%
CVM
594
Cheviot Value Management
California
$12.3M +$12.6M +78,891 New
EGA
595
Eagle Global Advisors
Texas
$12.3M +$306K +1,921 +3%
NFC
596
Northeast Financial Consultants
Connecticut
$12.2M -$63.8K -400 -0.5%
CIA
597
CCM Investment Advisers
South Carolina
$12.2M +$1.55M +9,746 +14%
SFS
598
Sowell Financial Services
Arkansas
$12.1M +$327K +2,049 +3%
UAS
599
United Asset Strategies
New York
$12.1M -$727K -4,559 -6%
EH
600
Equitable Holdings
New York
$12.1M +$1.59M +9,974 +15%

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.