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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
PBO
1126
Peoples Bank (Ohio)
Ohio
$4.16M +$136K +850 +3%
GP
1127
Greenline Partners
New York
$4.16M +$490K +3,075 +13%
SLG
1128
Stanley-Laman Group
Pennsylvania
$4.15M +$215K +1,347 +5%
KWA
1129
Kingswood Wealth Advisors
California
$4.14M +$703K +4,407 +20%
NSEDCP
1130
NJ State Employees Deferred Compensation Plan
New Jersey
$4.13M
MMA
1131
Miracle Mile Advisors
California
$4.12M +$131K +824 +3%
BBWA
1132
Bell & Brown Wealth Advisors
California
$4.12M +$205K +1,287 +5%
HI
1133
Harbour Investments
Wisconsin
$4.11M +$15.8K +99 +0.4%
LFM
1134
LGT Fund Management
Liechtenstein
$4.11M +$3.19M +19,980 +319%
TCA
1135
Trifecta Capital Advisors
Illinois
$4.1M +$286K +1,795 +7%
FRA
1136
Frank Rimerman Advisors
California
$4.09M +$4.13M +25,928 +13,095%
PGIM
1137
Pacific Global Investment Management
California
$4.08M -$38K -238 -0.9%
FHB
1138
First Hawaiian Bank
Hawaii
$4.08M -$1.7M -10,647 -29%
SN
1139
Sittner & Nelson
Oregon
$4.07M +$9.25K +58 +0.2%
MAM
1140
Morse Asset Management
Connecticut
$4.06M -$183K -1,149 -4%
AAM
1141
Auxier Asset Management
Oregon
$4.06M -$360K -2,257 -8%
TW
1142
Trajan Wealth
Arizona
$4.05M -$10.4K -65 -0.3%
EF
1143
Exeter Financial
Arizona
$4.03M -$12.3K -77 -0.3%
LF
1144
Longbow Finance
Switzerland
$4.03M -$219K -1,371 -5%
LSAG
1145
Lake Street Advisors Group
New Hampshire
$4.03M +$99.2K +622 +2%
MPM
1146
Meritage Portfolio Management
Kansas
$4.03M -$78.8K -494 -2%
LIA
1147
LS Investment Advisors
Michigan
$4.03M +$222K +1,392 +6%
HVIA
1148
Hudson Valley Investment Advisors
New York
$4.03M +$216K +1,353 +5%
FBC
1149
Fairfield, Bush & Co
Connecticut
$4.02M -$182K -1,141 -4%
DWA
1150
Douglass Winthrop Advisors
New York
$4.02M -$21.4K -134 -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.