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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
CCFCSB
801
Cape Cod Five Cents Savings Bank
Massachusetts
$7.57M -$66.2K -415 -0.8%
IIM
802
Ipswich Investment Management
Massachusetts
$7.56M +$119K +747 +2%
BBHC
803
Brown Brothers Harriman & Co
New York
$7.55M +$380K +2,385 +5%
LKIM
804
Lawson Kroeker Investment Management
Nebraska
$7.52M +$219K +1,374 +3%
ZB
805
Zions Bancorporation
Utah
$7.52M +$1.12M +7,028 +17%
MA
806
Montag & Associates
Georgia
$7.51M -$19.1K -120 -0.2%
BIAS
807
Beacon Investment Advisory Services
New Jersey
$7.48M -$9.73K -61 -0.1%
LPT
808
Legacy Private Trust
Wisconsin
$7.47M +$67.9K +426 +0.9%
LFAS
809
Level Four Advisory Services
Texas
$7.44M +$1.17M +7,312 +18%
ERIC
810
Eagle Rock Investment Company
Georgia
$7.43M -$63.3K -397 -0.8%
SCM
811
Schnieders Capital Management
California
$7.39M +$31.9K +200 +0.4%
CBTWT
812
Community Bank & Trust (Waco, Texas)
Texas
$7.38M -$31.6K -198 -0.4%
AMI
813
Amica Mutual Insurance
Rhode Island
$7.37M
FCA
814
FLC Capital Advisors
California
$7.35M -$83.7K -525 -1%
TFS
815
Thoroughbred Financial Services
Tennessee
$7.35M -$169K -1,062 -2%
1SB
816
1ST Source Bank
Indiana
$7.34M -$41.5K -260 -0.6%
AAMA
817
Advanced Asset Management Advisors
Ohio
$7.32M
TH
818
TCTC Holdings
Texas
$7.32M +$767K +4,808 +11%
CNB
819
Camden National Bank
Maine
$7.31M +$2.75M +17,240 +58%
TW
820
TritonPoint Wealth
Maryland
$7.31M -$17.2K -108 -0.2%
RP
821
Rowlandmiller & Partners
Georgia
$7.31M +$27.9K +175 +0.4%
VFA
822
Valeo Financial Advisors
Indiana
$7.3M -$428K -2,684 -5%
CRI
823
Commonwealth Retirement Investments
Virginia
$7.3M +$533K +3,344 +8%
MIM
824
Montgomery Investment Management
Maryland
$7.26M
Connor, Clark & Lunn Investment Management (CC&L)
825
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.25M -$54.9M -344,255 -88%

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.