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
BCM
751
Bluefin Capital Management
New York
$8.6M +$4.82M +30,256 +122%
PF
752
Phoenix Financial
Israel
$8.6M -$26.8K -168 -0.3%
FVWA
753
Foster Victor Wealth Advisors
South Carolina
$8.56M +$8.28M +51,947 +2,252%
JIR
754
James Investment Research
Ohio
$8.53M -$21.7K -136 -0.2%
NMIMC
755
Northwestern Mutual Investment Management Company
Wisconsin
$8.53M -$78.5K -492 -0.9%
FDCDDQ
756
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.5M -$1.24M -7,805 -13%
CANC
757
Culbertson A N & Co
Virginia
$8.47M +$249K +1,560 +3%
WDC
758
Woodward Diversified Capital
California
$8.46M -$201K -1,262 -2%
BCM
759
Birmingham Capital Management
Alabama
$8.43M -$64.9K -407 -0.7%
VIP
760
Vista Investment Partners
Oklahoma
$8.4M -$244K -1,533 -3%
GFG
761
Greystone Financial Group
Michigan
$8.34M +$1.07M +6,722 +14%
CAC
762
Core Alternative Capital
Georgia
$8.33M -$1.16M -7,279 -12%
RBA
763
Richard Bernstein Advisors
New York
$8.32M
Citadel Advisors
764
Citadel Advisors
Florida
$8.32M -$75.1M -471,242 -90%
LA
765
Lynch & Associates
Indiana
$8.24M +$259K +1,627 +3%
QPBE
766
Quintet Private Bank (Europe)
Luxembourg
$8.23M +$409K +2,566 +6%
PAM
767
Panagora Asset Management
Massachusetts
$8.14M +$257K +1,611 +3%
PNAA
768
Pictet North America Advisors
Switzerland
$8.09M +$3.31M +20,728 +67%
CNBTD
769
Citizens National Bank Trust Department
Mississippi
$8.06M +$63K +395 +0.8%
SC
770
Stolper & Co
Oklahoma
$8.04M +$189K +1,188 +2%
SCP
771
Shorepoint Capital Partners
Massachusetts
$8.04M +$142K +888 +2%
WAS
772
Wealth Advisory Solutions
Indiana
$8.03M +$366K +2,294 +5%
SPC
773
Sigma Planning Corp
Michigan
$8M +$673K +4,219 +9%
CG
774
Caprock Group
Idaho
$8M +$4.53M +28,425 +125%
BHC
775
Bowen Hanes & Co
Florida
$8M +$176K +1,102 +2%

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.