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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
BTI
1001
Blue Trust Inc
Georgia
$5.17M +$723K +4,532 +16%
PCM
1002
Palisade Capital Management
New Jersey
$5.16M +$4.21M +26,416 +402%
FTWA
1003
Fifth Third Wealth Advisors
Ohio
$5.14M +$2.85M +17,877 +119%
SCI
1004
S&CO Inc
Massachusetts
$5.12M -$764K -4,794 -13%
HCA
1005
Harbour Capital Advisors
Virginia
$5.12M -$3.19K -20 -0.1%
GCM
1006
Garland Capital Management
Washington
$5.11M -$98.9K -620 -2%
HT
1007
Heritage Trust
Oklahoma
$5.11M -$36.5K -229 -0.7%
SDIC
1008
South Dakota Investment Council
South Dakota
$5.11M -$669K -4,194 -11%
AI
1009
Ariel Investments
Illinois
$5.1M -$9.89K -62 -0.2%
TI
1010
tru Independence
Oregon
$5.09M -$29.2K -183 -0.6%
SCP
1011
Sandhill Capital Partners
New York
$5.08M +$7.18K +45 +0.1%
CF
1012
Centaurus Financial
California
$5.04M +$3.47M +21,777 +209%
BMA
1013
Brooks Moore & Associates
Tennessee
$5.03M +$131K +819 +3%
YIA
1014
YHB Investment Advisors
Connecticut
$5.01M +$129K +807 +3%
BHPW
1015
Beverly Hills Private Wealth
California
$5M -$106K -664 -2%
MWM
1016
Mission Wealth Management
California
$4.99M -$706K -4,426 -12%
MCCP
1017
Mission Creek Capital Partners
California
$4.98M +$316K +1,981 +7%
PHS
1018
Pekin Hardy Strauss
Illinois
$4.97M -$128K -800 -2%
GIA
1019
GHP Investment Advisors
Colorado
$4.97M +$186K +1,167 +4%
MS
1020
Madden Securities
Texas
$4.96M +$7.81K +49 +0.2%
BP
1021
Ballentine Partners
Massachusetts
$4.95M -$333K -2,090 -6%
CBB
1022
Citizens Business Bank
California
$4.94M +$187K +1,175 +4%
KCM
1023
Kennedy Capital Management
Missouri
$4.94M -$589K -3,696 -10%
FFM
1024
Forum Financial Management
Illinois
$4.93M -$40.2K -252 -0.8%
SCM
1025
Spring Capital Management
Texas
$4.93M +$262K +1,640 +6%

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.