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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
HWAM
851
Hennion & Walsh Asset Management
New Jersey
$6.81M -$271K -1,700 -4%
DCM
852
Dudley Capital Management
Virginia
$6.81M +$19K +119 +0.3%
NP
853
NorthRock Partners
Minnesota
$6.81M +$387K +2,429 +6%
CIAS
854
CFS Investment Advisory Services
New Jersey
$6.78M +$6.91M +43,320 New
BFM
855
Boston Financial Management
Massachusetts
$6.77M -$265K -1,665 -4%
PIM
856
Plato Investment Management
Australia
$6.77M +$296K +1,854 +4%
PIM
857
Penobscot Investment Management
Massachusetts
$6.73M +$694K +4,355 +11%
CK
858
Cohen Klingenstein
New York
$6.73M
APSI
859
Asset Planning Services Inc
Louisiana
$6.72M -$72.6K -455 -1%
KB
860
Kimelman & Baird
New York
$6.72M +$6.85M +42,932 New
FNBT
861
FineMark National Bank & Trust
Florida
$6.71M +$269K +1,689 +4%
XF
862
XML Financial
Maryland
$6.67M +$41.8K +262 +0.6%
IWA
863
IBEX Wealth Advisors
New Jersey
$6.67M -$3.47M -21,763 -34%
APF
864
Alaska Permanent Fund
Alaska
$6.65M -$974K -6,106 -13%
HC
865
Hourglass Capital
Texas
$6.64M -$15.9K -100 -0.2%
ITC
866
Inspire Trust Company
Nevada
$6.64M +$2.69M +16,880 +66%
KFS
867
Kurt F. Somerville
$6.63M +$34.3K +215 +0.5%
STA
868
Summit Trail Advisors
New York
$6.63M +$1.53M +9,600 +29%
CB
869
Cadence Bank
Mississippi
$6.61M +$24.2K +152 +0.4%
WSWA
870
Warren Street Wealth Advisors
California
$6.59M +$433K +2,714 +7%
TNBTD
871
Trustmark National Bank Trust Department
Mississippi
$6.52M +$185K +1,163 +3%
CCC
872
Chelsea Counsel Company
California
$6.52M +$8.29K +52 +0.1%
AIM
873
Anchor Investment Management
South Carolina
$6.48M +$714K +4,478 +12%
MGAM
874
McGowan Group Asset Management
Texas
$6.48M +$184K +1,156 +3%
PCTC
875
Perkins Coie Trust Company
Washington
$6.45M -$218K -1,367 -3%

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.