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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
PA
1051
Procyon Advisors
Connecticut
$4.68M -$67.1K -421 -1%
BOH
1052
Bank of Hawaii
Hawaii
$4.66M -$441K -2,766 -8%
IFAM
1053
Institutional & Family Asset Management
Colorado
$4.63M -$82.6K -518 -2%
BCFS
1054
Butensky & Cohen Financial Security
Florida
$4.62M +$89.1K +559 +2%
AAM
1055
Azzad Asset Management
Virginia
$4.62M -$955K -5,986 -17%
KIA
1056
Knollwood Investment Advisory
Maryland
$4.62M +$988K +6,194 +27%
FCP
1057
Fidelis Capital Partners
Florida
$4.61M -$118K -739 -2%
IAMOG
1058
Investors Asset Management of Georgia
Georgia
$4.61M -$120K -752 -2%
SC
1059
Sepio Capital
Utah
$4.6M -$452K -2,833 -9%
CC
1060
Cadinha & Co
Hawaii
$4.6M +$195K +1,223 +4%
OCAM
1061
Onex Canada Asset Management
Ontario, Canada
$4.6M -$589K -3,693 -11%
DSC
1062
Duncker Streett & Co
Missouri
$4.6M -$1.12K -7 -0%
RMDI
1063
R.M. Davis Inc
Maine
$4.6M +$125K +785 +3%
FMTCOCP
1064
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.59M -$73K -458 -2%
EIP
1065
Easterly Investment Partners
Massachusetts
$4.58M -$2.39M -15,005 -34%
CAG
1066
Csenge Advisory Group
Florida
$4.58M +$65.7K +412 +1%
IF
1067
Intrua Financial
Texas
$4.57M -$310K -1,941 -6%
BEI
1068
Benjamin Edwards Inc
Missouri
$4.56M +$437K +2,740 +10%
AC
1069
Aldebaran Capital
Indiana
$4.56M -$122K -762 -3%
YC
1070
Yarbrough Capital
Tennessee
$4.55M
BAM
1071
Belpointe Asset Management
Nevada
$4.55M +$1.07M +6,690 +30%
MWM
1072
Modera Wealth Management
New Jersey
$4.54M +$66K +414 +1%
RWM
1073
Rench Wealth Management
Texas
$4.53M +$242K +1,520 +6%
HAM
1074
Harmony Asset Management
Arizona
$4.52M -$78.9K -495 -2%
SIM
1075
Stratos Investment Management
Ohio
$4.52M +$690K +4,326 +18%

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.