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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
HA
826
Hamel Associates
New Jersey
$7.25M +$118K +737 +2%
CLOS
827
Compagnie Lombard Odier SCmA
Switzerland
$7.24M -$4.03M -25,278 -35%
FIM
828
Fruth Investment Management
Texas
$7.24M -$15.9K -100 -0.2%
GIA
829
Gladstone Institutional Advisory
Florida
$7.21M +$570K +3,577 +8%
FNB
830
Farmers National Bank
Kentucky
$7.2M +$33.2K +208 +0.5%
HCA
831
Harbor Capital Advisors
Illinois
$7.2M +$15K +94 +0.2%
WP
832
WealthPLAN Partners
Nebraska
$7.2M -$1,000K -6,269 -12%
GI
833
GLOBALT Investments
Georgia
$7.19M -$79.9K -501 -1%
PSP
834
Principal Street Partners
Tennessee
$7.14M -$109K -684 -1%
FSA
835
Fort Sheridan Advisors
Illinois
$7.12M +$694K +4,354 +11%
BSW
836
Buckingham Strategic Wealth
Missouri
$7.11M -$217K -1,359 -3%
HBWM
837
Hollow Brook Wealth Management
New York
$7.1M +$442K +2,773 +7%
PPW
838
Parcion Private Wealth
Washington
$7.1M +$90.3K +566 +1%
BCM
839
Buckhead Capital Management
Georgia
$7.08M -$16.4K -103 -0.2%
MG
840
Mather Group
Illinois
$7.05M +$3.62M +22,699 +103%
PS
841
Principal Securities
Iowa
$7.03M +$712K +4,464 +11%
CWM
842
Compass Wealth Management
Connecticut
$7M -$7.65K -48 -0.1%
JWCA
843
J.W. Cole Advisors
Florida
$6.99M -$59.5K -373 -0.8%
NB
844
Northwest Bancshares
Pennsylvania
$6.96M +$273K +1,712 +4%
PVI
845
Pine Valley Investments
New Jersey
$6.95M +$351K +2,203 +5%
WAG
846
Wallace Advisory Group
California
$6.93M +$129K +808 +2%
QWP
847
Quotient Wealth Partners
Texas
$6.93M +$199K +1,249 +3%
IF
848
Insight Folios
North Carolina
$6.89M +$106K +667 +2%
SPC
849
Spirepoint Private Client
Florida
$6.85M +$510K +3,201 +8%
IPW
850
IronBridge Private Wealth
Texas
$6.81M +$308K +1,931 +5%

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.