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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
CTC (Chicago Trading Company)
651
CTC (Chicago Trading Company)
Illinois
$10.7M -$9.79M -61,374 -47%
BCM
652
BTC Capital Management
Iowa
$10.7M -$319K -2,001 -3%
AWM
653
Apollon Wealth Management
South Carolina
$10.6M -$30.5K -191 -0.3%
GCAC
654
Guardian Capital Advisors (Canada)
Ontario, Canada
$10.6M -$122K -765 -1%
HC
655
Hendley & Co
Ohio
$10.6M +$152K +955 +1%
DP
656
Dearborn Partners
Illinois
$10.5M -$72.7K -456 -0.7%
LTI
657
Laffer Tengler Investments
Tennessee
$10.5M +$2.25M +14,111 +27%
KA
658
Kovack Advisors
Florida
$10.5M -$199K -1,245 -2%
SIMG
659
Sonora Investment Management Group
Arizona
$10.5M
HAI
660
Hennessy Advisors Inc
California
$10.4M -$120K -750 -1%
SCA
661
Snowden Capital Advisors
New York
$10.4M -$320K -2,006 -3%
BIA
662
Biondo Investment Advisors
Pennsylvania
$10.4M +$322K +2,020 +3%
M
663
MOTCO
Texas
$10.4M -$4.24M -26,568 -29%
WA
664
Waverly Advisors
Alabama
$10.4M +$1.55M +9,692 +17%
SAM
665
Strategy Asset Managers
California
$10.4M +$2.07M +12,983 +24%
SW
666
SlateStone Wealth
Florida
$10.3M -$3.92M -24,588 -27%
ECM
667
EagleClaw Capital Management
Massachusetts
$10.3M +$43.9K +275 +0.4%
BWL
668
Bogart Wealth LLC
Virginia
$10.3M +$4.3K +27 +0%
JFL
669
Jarislowsky, Fraser Ltd
Quebec, Canada
$10.3M -$817K -5,126 -7%
LOPW
670
Live Oak Private Wealth
North Carolina
$10.2M -$69.2K -434 -0.7%
BBI
671
Baxter Bros Inc
Connecticut
$10.2M -$186K -1,165 -2%
IAN
672
Integrated Advisors Network
Texas
$10.2M -$96.6K -606 -0.9%
NIM
673
NEOS Investment Management
Connecticut
$10.2M +$3.34M +20,916 +47%
FMI
674
F/M Investments
District of Columbia
$10.2M +$10.4M +65,282 New
NPT
675
Nixon Peabody Trust
Massachusetts
$10.2M -$1.01M -6,329 -9%

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.