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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
KTM
1026
Keeler Thomas Management
Utah
$4.91M +$75.3K +472 +2%
CPA
1027
Capital Planning Advisors
California
$4.9M +$24.9K +156 +0.5%
VAS
1028
Vestmark Advisory Solutions
Massachusetts
$4.9M -$955K -5,987 -16%
SWM
1029
Spire Wealth Management
Virginia
$4.9M -$263K -1,651 -5%
BAAM
1030
Baker Avenue Asset Management
California
$4.9M +$1.32M +8,290 +36%
BC
1031
Burney Company
Virginia
$4.9M +$2.2M +13,820 +79%
PAM
1032
Peak Asset Management
Colorado
$4.89M +$10.4K +65 +0.2%
TLP
1033
Trinity Legacy Partners
Texas
$4.88M +$107K +673 +2%
AFG
1034
Atomi Financial Group
New York
$4.87M +$535K +3,356 +12%
DWM
1035
Destination Wealth Management
California
$4.87M -$218K -1,367 -4%
SAM
1036
Selway Asset Management
$4.86M +$989K +6,205 +25%
CCT
1037
Capital City Trust
Florida
$4.84M -$133K -836 -3%
ACM
1038
Alta Capital Management
Utah
$4.8M +$44.6K +280 +0.9%
FHA
1039
Flagship Harbor Advisors
Massachusetts
$4.79M +$10.5K +66 +0.2%
HH
1040
Hilltop Holdings
Texas
$4.79M -$130K -813 -3%
CI
1041
Centerstone Investors
New York
$4.78M -$45.4K -285 -0.9%
HP
1042
Hosking Partners
United Kingdom
$4.78M -$104K -652 -2%
IFG
1043
Independent Financial Group
California
$4.78M +$366K +2,293 +8%
CFM
1044
Capricorn Fund Managers
United Kingdom
$4.74M +$1.13M +7,117 +31%
CD
1045
Chapin Davis
Maryland
$4.73M +$193K +1,212 +4%
GQG Partners
1046
GQG Partners
Florida
$4.73M +$4.82M +30,246 New
HCM
1047
Hengehold Capital Management
Ohio
$4.72M -$14.8K -93 -0.3%
HBT
1048
Hills Bank & Trust
Iowa
$4.72M -$114K -715 -2%
HL
1049
HeadInvest LLC
Maine
$4.72M +$391K +2,454 +9%
JCFM
1050
JBR Co Financial Management
Oklahoma
$4.68M -$23.1K -145 -0.5%

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.