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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
SWK
976
Stephen W. Kidder
$5.42M +$256K +1,605 +5%
TSS
977
Thomas Story & Son
Indiana
$5.42M +$24.7K +155 +0.4%
BPCE
978
Bank Pictet & Cie (Europe)
Germany
$5.42M +$729K +4,573 +15%
CB
979
Community Bank
New York
$5.4M -$53.4K -335 -1%
JCM
980
Jacobi Capital Management
Pennsylvania
$5.4M +$111K +697 +2%
CIS
981
Capital International Sarl
California
$5.39M +$385K +2,412 +8%
SBIA
982
Sheaff Brock Investment Advisors
Indiana
$5.38M -$751K -4,707 -12%
ET
983
Equitable Trust
Tennessee
$5.37M +$444K +2,785 +9%
UCMOK
984
United Capital Management of KS
Kansas
$5.37M +$1.36M +8,545 +33%
DIA
985
Dana Investment Advisors
Wisconsin
$5.36M -$131K -823 -2%
SIC
986
Salem Investment Counselors
North Carolina
$5.36M +$106K +662 +2%
CIA
987
Choate Investment Advisors
Massachusetts
$5.36M -$439K -2,755 -7%
ECML
988
Eagle Capital Management (Louisiana)
Louisiana
$5.35M -$38.3K -240 -0.7%
FPGT
989
Financial Partners Group (Tennessee)
Tennessee
$5.35M +$33.5K +210 +0.6%
RHDIC
990
R.H. Dinel Investment Counsel
California
$5.35M
MP
991
McDonald Partners
Ohio
$5.35M -$214K -1,339 -4%
OLA
992
Oliver Luxxe Assets
New Jersey
$5.29M -$18.7K -117 -0.3%
TWP
993
Tyche Wealth Partners
Texas
$5.27M -$225K -1,408 -4%
Parallax Volatility Advisers
994
Parallax Volatility Advisers
California
$5.26M -$7.09M -44,484 -57%
NFG
995
Nations Financial Group
Iowa
$5.25M +$223K +1,397 +4%
RCA
996
Resonant Capital Advisors
Wisconsin
$5.24M +$164K +1,029 +3%
CT
997
Chicago Trust
Illinois
$5.24M -$88.3K -554 -2%
LDB
998
Lee, Danner & Bass
Tennessee
$5.23M +$5.34M +33,464 New
AM
999
AGF Management
Ontario, Canada
$5.22M -$1.93M -12,118 -27%
MHIC
1000
Marble Harbor Investment Counsel
Massachusetts
$5.21M

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.