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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
LG
601
LaFleur & Godfrey
Michigan
$12M +$355K +2,225 +3%
CAG
602
Crestwood Advisors Group
Massachusetts
$12M +$28.5K +179 +0.2%
OCM
603
One Capital Management
California
$12M +$3.51M +22,036 +40%
VCM
604
Violich Capital Management
California
$12M +$1.5M +9,385 +14%
MIA
605
MainStreet Investment Advisors
Illinois
$12M -$1.19M -7,459 -9%
SW
606
Simplicity Wealth
New Jersey
$11.9M +$960K +6,019 +9%
MFG
607
Merit Financial Group
Georgia
$11.9M +$670K +4,203 +6%
JWBC
608
J.W. Burns & Co
New York
$11.9M +$52K +326 +0.4%
AOWM
609
Alpha Omega Wealth Management
Virginia
$11.9M -$14.4K -90 -0.1%
IC
610
Inscription Capital
Texas
$11.7M -$52.3K -328 -0.4%
AAA
611
Adams Asset Advisors
Texas
$11.7M
TW
612
Transform Wealth
Colorado
$11.7M +$20.7K +130 +0.2%
EWA
613
EverSource Wealth Advisors
Alabama
$11.7M +$1.18M +7,421 +11%
BMSSC
614
B. Metzler seel. Sohn & Co
Germany
$11.6M -$106K -664 -0.9%
UM
615
UniSuper Management
Australia
$11.6M +$6.86M +42,998 +138%
SSA
616
Schonfeld Strategic Advisors
New York
$11.6M -$549K -3,446 -4%
GAM
617
Griffin Asset Management
New York
$11.6M +$15.1K +95 +0.1%
RIM
618
Rakuten Investment Management
Japan
$11.5M +$4.22M +26,438 +56%
DCM
619
Dupont Capital Management
Delaware
$11.4M -$1.99M -12,464 -15%
SCM
620
Shelton Capital Management
Colorado
$11.4M +$2.25M +14,127 +24%
AHC
621
Adell Harriman & Carpenter
Texas
$11.4M +$1.11M +6,962 +11%
AIA
622
Allied Investment Advisors
Montana
$11.4M +$218K +1,369 +2%
HAG
623
HighPoint Advisor Group
Illinois
$11.4M +$3.95M +24,765 +53%
BFS
624
Bard Financial Services
Connecticut
$11.4M +$431K +2,700 +4%
LWCFA
625
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.4M -$982K -6,158 -8%

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.