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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
WANY
676
Wealthspire Advisors (New York)
New York
$10.2M -$956K -5,994 -8%
SBH
677
Segall Bryant & Hamill
Illinois
$10.2M -$3.05M -19,139 -23%
NCM
678
Novare Capital Management
North Carolina
$10.1M +$223K +1,397 +2%
GAM
679
Gotham Asset Management
New York
$10.1M +$7.66M +48,016 +293%
A
680
Allianz
Germany
$10M +$1.08M +6,758 +12%
Balyasny Asset Management
681
Balyasny Asset Management
Illinois
$10M -$3.95M -24,789 -28%
FAM
682
Fred Alger Management
New York
$10M +$707K +4,435 +7%
OIA
683
OneDigital Investment Advisors
Kansas
$10M +$3.08M +19,321 +43%
BWP
684
Baldwin Wealth Partners
Massachusetts
$9.98M -$818K -5,127 -7%
GGS
685
Galvin Gaustad & Stein
Arizona
$9.96M +$226K +1,420 +2%
CT
686
Caldwell Trust
Florida
$9.95M +$43.4K +272 +0.4%
MBTD
687
Mechanics Bank - Trust Department
California
$9.94M +$120K +750 +1%
BFG
688
Bleakley Financial Group
New Jersey
$9.94M +$429K +2,689 +4%
MCM
689
Marathon Capital Management
Maryland
$9.93M +$76.7K +481 +0.8%
N
690
Natixis
France
$9.9M +$10.1M +63,274 New
BCV
691
Banque Cantonale Vaudoise
Switzerland
$9.89M +$1.63M +10,253 +19%
CC
692
Courier Capital
New York
$9.86M -$17.9K -112 -0.2%
FFBTD
693
First Financial Bank - Trust Division
Ohio
$9.83M -$348K -2,180 -3%
IIM
694
Intact Investment Management
Quebec, Canada
$9.82M +$7.53M +47,250 +305%
AIP
695
Ameritas Investment Partners
Nebraska
$9.81M -$33.3K -209 -0.3%
NRS
696
Neville Rodie & Shaw
New York
$9.78M -$17.5K -110 -0.2%
SHGA
697
Sand Hill Global Advisors
California
$9.67M +$24.7K +155 +0.3%
Walleye Capital
698
Walleye Capital
New York
$9.63M +$4.51M +28,265 +85%
FA
699
Fiduciary Alliance
South Carolina
$9.61M +$667K +4,183 +7%
FCH
700
Freestone Capital Holdings
Washington
$9.61M +$116K +730 +1%

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.