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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
DIA
726
Dean Investment Associates
Ohio
$9.05M -$492K -3,085 -5%
AF
727
Alerus Financial
North Dakota
$9.01M -$1.44M -9,030 -14%
LWM
728
Lyell Wealth Management
California
$8.98M +$796K +4,994 +10%
CSPIA
729
Cary Street Partners Investment Advisory
Virginia
$8.97M +$864K +5,418 +10%
GC
730
Grimes & Company
Massachusetts
$8.97M +$287K +1,801 +3%
VAS
731
Valicenti Advisory Services
New York
$8.93M -$30.1K -189 -0.3%
PTB
732
Pioneer Trust Bank
Oregon
$8.86M -$151K -944 -2%
HFS
733
Haverford Financial Services
Pennsylvania
$8.85M -$12.4K -78 -0.1%
GIM
734
Grassi Investment Management
California
$8.82M
SCM
735
SKBA Capital Management
California
$8.81M +$877K +5,500 +11%
LWP
736
LMG Wealth Partners
Louisiana
$8.8M +$67.5K +423 +0.8%
GRP
737
Global Retirement Partners
California
$8.79M +$1.38M +8,629 +18%
MDCM
738
Morgan Dempsey Capital Management
Wisconsin
$8.77M -$50.1K -314 -0.6%
RIA
739
Regal Investment Advisors
Michigan
$8.75M +$317K +1,988 +4%
1IA
740
1834 Investment Advisors
Wisconsin
$8.74M -$452K -2,836 -5%
OHIS
741
Oak Harvest Investment Services
Texas
$8.71M +$41.6K +261 +0.5%
WIM
742
Waverton Investment Management
United Kingdom
$8.69M +$286K +1,791 +3%
MIC
743
Meridian Investment Counsel
California
$8.67M -$7.97K -50 -0.1%
KRSITF
744
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.65M -$312K -1,956 -3%
SIG
745
Sky Investment Group
Connecticut
$8.63M -$205K -1,285 -2%
RMC
746
Resources Management Corp
Connecticut
$8.63M -$18.8K -118 -0.2%
CCG
747
Cypress Capital Group
Florida
$8.62M -$171K -1,071 -2%
MIC
748
Means Investment Company
Maine
$8.62M -$742K -4,654 -8%
BIG
749
Boothe Investment Group
Delaware
$8.61M +$1.3M +8,169 +17%
HB
750
HTLF Bank
Colorado
$8.6M -$368K -2,305 -4%

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.