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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
AIM
1076
Avanda Investment Management
Singapore
$4.51M -$1.18M -7,410 -20%
MPIM
1077
McGinn Penninger Investment Management
Virginia
$4.51M +$86.1K +540 +2%
NLGIA
1078
Nippon Life Global Investors Americas
New York
$4.5M +$663K +4,160 +17%
ADL
1079
Asset Dedication LLC
California
$4.49M +$11.2K +70 +0.2%
ECU
1080
Eisler Capital (US)
New York
$4.49M +$4.29M +26,892 +1,494%
PAM
1081
Pegasus Asset Management
New York
$4.48M +$41.3K +259 +0.9%
S
1082
SignatureFD
Georgia
$4.48M +$342K +2,143 +8%
NGA
1083
Naples Global Advisors
Florida
$4.47M +$81.3K +510 +2%
SWM
1084
Segment Wealth Management
Texas
$4.47M -$44.8K -281 -1%
TWA
1085
TCI Wealth Advisors
Arizona
$4.46M -$9.89K -62 -0.2%
SW
1086
StrongBox Wealth
Missouri
$4.45M +$234K +1,470 +5%
BMM
1087
Buffington Mohr McNeal
Idaho
$4.45M +$36K +226 +0.8%
WFI
1088
West Family Investments
California
$4.44M +$14.5K +91 +0.3%
GSC
1089
G&S Capital
Colorado
$4.44M -$170K -1,067 -4%
AWM
1090
Avior Wealth Management
Nebraska
$4.44M -$631K -3,959 -12%
LNWTC
1091
Laird Norton Wetherby Trust Company
Washington
$4.43M
FNBTCON
1092
First National Bank & Trust Co of Newtown
Pennsylvania
$4.43M -$27.7K -174 -0.6%
BST
1093
Bath Savings Trust
Maine
$4.42M -$66.2K -415 -1%
MCM
1094
Mill Capital Management
North Carolina
$4.42M
ACM
1095
Altrius Capital Management
North Carolina
$4.41M +$227K +1,421 +5%
IWN
1096
Independent Wealth Network
Iowa
$4.41M +$87.1K +546 +2%
TCM
1097
Twin Capital Management
Pennsylvania
$4.4M +$116K +728 +3%
WC
1098
Whitney & Co
New York
$4.39M +$3.92M +24,599 +705%
SFWA
1099
Summit Financial Wealth Advisors
Louisiana
$4.39M +$6.22K +39 +0.1%
AMIM
1100
Aull & Monroe Investment Management
Alabama
$4.39M -$151K -950 -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.