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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
JWM
1101
JPL Wealth Management
Colorado
$4.39M +$247K +1,550 +6%
GL
1102
Graypoint LLC
New York
$4.39M -$154K -963 -3%
MIM
1103
MTM Investment Management
South Carolina
$4.37M -$34K -213 -0.8%
NAMA
1104
Nikko Asset Management Americas
New York
$4.37M -$1.9M -11,945 -30%
MADR
1105
Milestones Administradora de Recursos
Brazil
$4.36M +$4.44M +27,850 New
CCA
1106
Cobblestone Capital Advisors
New York
$4.34M +$23.8K +149 +0.5%
CPWA
1107
Cerro Pacific Wealth Advisors
California
$4.31M +$4.4M +27,577 New
BFA
1108
Bill Few Associates
Pennsylvania
$4.31M -$31.4K -197 -0.7%
BA
1109
Baugh & Associates
Georgia
$4.31M -$281K -1,763 -6%
CS
1110
Crescent Sterling
Louisiana
$4.29M -$115K -721 -3%
RP
1111
Regal Partners
Australia
$4.29M +$4.37M +27,407 New
FAM
1112
Formidable Asset Management
Ohio
$4.29M +$158K +991 +4%
BOSSRA
1113
B.O.S.S. Retirement Advisors
Utah
$4.28M +$436K +2,733 +11%
BFA
1114
Benedict Financial Advisors
Georgia
$4.27M +$3.83K +24 +0.1%
RCM
1115
RB Capital Management
Nevada
$4.26M +$159K +997 +4%
LAM
1116
Lynch Asset Management
Pennsylvania
$4.25M
CW
1117
CreativeOne Wealth
Kansas
$4.24M -$523K -3,279 -11%
BCB
1118
Brian C. Broderick
$4.23M +$42.3K +265 +1%
Koshinski Asset Management
1119
Koshinski Asset Management
Illinois
$4.23M +$301K +1,885 +7%
BL
1120
BFSG LLC
California
$4.23M -$86.3K -541 -2%
SLI
1121
Sumitomo Life Insurance
Japan
$4.22M -$562K -3,527 -12%
VWM
1122
Venturi Wealth Management
Texas
$4.2M +$465K +2,916 +12%
YIH
1123
Y-Intercept (HK)
Hong Kong
$4.2M +$1.38M +8,677 +48%
PRS
1124
Pinkerton Retirement Specialists
Idaho
$4.19M +$296K +1,855 +7%
SF
1125
Symphony Financial
Texas
$4.18M +$756K +4,739 +22%

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.