We are live on ! Find out more
CVX icon

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
TBA
701
Tower Bridge Advisors
Pennsylvania
$9.6M -$592K -3,710 -6%
GVAG
702
Great Valley Advisor Group
Delaware
$9.59M +$26.5K +166 +0.3%
PCA
703
Peddock Capital Advisors
Massachusetts
$9.57M -$74.1K -465 -0.8%
RDWM
704
Red Door Wealth Management
Tennessee
$9.46M +$111K +696 +1%
LIM
705
Leavell Investment Management
Alabama
$9.46M -$741K -4,647 -7%
PP
706
Patten & Patten
Tennessee
$9.41M -$167K -1,046 -2%
EF
707
Empirical Finance
Pennsylvania
$9.38M -$873K -5,477 -8%
SWM
708
Stockman Wealth Management
Montana
$9.34M +$181K +1,134 +2%
ATPW
709
Ashton Thomas Private Wealth
Arizona
$9.32M +$16.9K +106 +0.2%
KFC
710
Klingenstein Fields & Co
New York
$9.31M +$112K +702 +1%
AG
711
Advocate Group
Minnesota
$9.29M +$131K +820 +1%
CIA
712
Covington Investment Advisors
Pennsylvania
$9.28M -$262K -1,645 -3%
SIA
713
Soltis Investment Advisors
Utah
$9.25M +$3.6M +22,588 +62%
GA
714
GFS Advisors
Texas
$9.23M -$8.62M -54,042 -100%
CCM
715
Channing Capital Management
Illinois
$9.23M -$184K -1,157 -2%
CNBT
716
Canandaigua National Bank & Trust
New York
$9.22M -$56.6K -355 -0.6%
SFO
717
Stokes Family Office
Louisiana
$9.19M +$321K +2,013 +4%
PIA
718
Petredis Investment Advisors
Pennsylvania
$9.18M -$26K -163 -0.3%
BAMF
719
BI Asset Management Fondsmaeglerselskab
Denmark
$9.17M +$990K +6,210 +12%
CIS
720
Connors Investor Services
Pennsylvania
$9.17M -$106K -666 -1%
ST
721
Spinnaker Trust
Maine
$9.15M +$95.4K +598 +1%
GT
722
Greenleaf Trust
Michigan
$9.14M +$772K +4,840 +9%
CCM
723
Coldstream Capital Management
Washington
$9.14M +$532K +3,338 +6%
ISL
724
Ingalls & Snyder LLC
New York
$9.09M -$237K -1,487 -2%
VFM
725
Viking Fund Management
North Dakota
$9.07M +$5.74M +36,000 +164%

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.