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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
AIP
626
ARS Investment Partners
New York
$11.3M +$243K +1,527 +2%
SCP
627
Stamos Capital Partners
California
$11.3M -$104K -650 -0.9%
HIP
628
HUB Investment Partners
Texas
$11.3M +$973K +6,100 +9%
NB
629
Norinchukin Bank
Japan
$11.2M -$4.62K -29 -0%
WIC
630
Willis Investment Counsel
Georgia
$11.2M
CTA
631
Colonial Trust Advisors
South Carolina
$11.2M +$110K +692 +1%
CICC
632
Capital Investment Counsel (Colorado)
Colorado
$11.2M +$773K +4,845 +7%
IIM
633
INTECH Investment Management
Florida
$11.2M -$692K -4,341 -6%
VWA
634
Visionary Wealth Advisors
Illinois
$11.1M +$217K +1,361 +2%
TCOT
635
Trust Company of Toledo
Ohio
$11.1M +$866K +5,429 +8%
CIC
636
Cutler Investment Counsel
Oregon
$11.1M +$47.8K +300 +0.4%
APP
637
Avantax Planning Partners
Iowa
$11.1M +$461K +2,892 +4%
FFA
638
Farther Finance Advisors
California
$11M +$2.28M +14,286 +25%
SWP
639
Stratos Wealth Partners
Ohio
$11M +$1.13M +7,077 +11%
FA
640
Fagan Associates
New York
$11M +$84K +527 +0.8%
AWA
641
Arkadios Wealth Advisors
Georgia
$10.9M +$2.67M +16,719 +31%
TMAM
642
Tokio Marine Asset Management
Japan
$10.9M +$100K +630 +0.9%
AWM
643
Axxcess Wealth Management
California
$10.9M -$5.63M -35,333 -34%
WIM
644
WealthPlan Investment Management
Nebraska
$10.9M -$505K -3,166 -4%
PAI
645
Pittenger & Anderson Inc
Nebraska
$10.9M -$63.6K -399 -0.6%
RIG
646
RiverFront Investment Group
Virginia
$10.9M +$1.24M +7,759 +13%
TCM
647
Tufton Capital Management
Maryland
$10.8M -$4.78K -30 -0%
ECG
648
Edge Capital Group
Georgia
$10.8M +$255K +1,601 +2%
PIMJS
649
PKO Investment Management Joint-Stock
Poland
$10.8M -$351K -2,200 -3%
NC
650
Nicholas Company
Wisconsin
$10.7M +$2.53M +15,835 +30%

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.