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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
LHC
1151
Little House Capital
Massachusetts
$4.01M +$629K +3,943 +18%
GI
1152
GAMCO Investors
Connecticut
$4.01M -$280K -1,757 -6%
HWMO
1153
Heritage Wealth Management (Ohio)
Ohio
$4.01M +$4.14M +25,970 New
MPAM
1154
Murphy Pohlad Asset Management
Minnesota
$4.01M -$31.9K -200 -0.8%
NAM
1155
NTV Asset Management
West Virginia
$4.01M +$32.1K +201 +0.8%
MCB
1156
Morton Community Bank
Illinois
$3.99M +$174K +1,089 +4%
VHAM
1157
Van Hulzen Asset Management
California
$3.99M +$13.6K +85 +0.3%
FNA
1158
First National Advisers
Nebraska
$3.98M +$377K +2,366 +10%
KFP
1159
Keystone Financial Planning
Ohio
$3.98M -$23.8K -149 -0.6%
MFS
1160
Mattson Financial Services
Michigan
$3.98M +$4.05M +25,417 New
FM
1161
Foster & Motley
Ohio
$3.97M -$100K -628 -2%
GJWM
1162
Gilliland Jeter Wealth Management
Arkansas
$3.96M +$73.2K +459 +2%
WB
1163
Webster Bank
Connecticut
$3.96M +$152K +955 +4%
MSA
1164
McAlister Sweet & Associates
Texas
$3.96M +$58.8K +369 +1%
PTCG
1165
Pring Turner Capital Group
California
$3.95M -$17.7K -111 -0.4%
ACG
1166
Allen Capital Group
Nebraska
$3.93M -$13.9K -87 -0.3%
WAP
1167
Wealthcare Advisory Partners
Pennsylvania
$3.93M +$128K +801 +3%
CA
1168
CGN Advisors
Kansas
$3.93M +$400K +2,508 +11%
IAIM
1169
International Assets Investment Management
Florida
$3.93M +$593K +3,721 +17%
HIC
1170
Holderness Investments Company
North Carolina
$3.93M +$12.3K +77 +0.3%
KA
1171
KLCM Advisors
Wisconsin
$3.93M +$19.1K +120 +0.5%
AWM
1172
Allen Wealth Management
North Carolina
$3.93M +$129K +811 +3%
MOS
1173
MGO One Seven
Ohio
$3.91M -$285K -1,790 -7%
CFG
1174
Cosner Financial Group
Colorado
$3.9M
PWLP
1175
Prio Wealth Limited Partnership
Massachusetts
$3.9M -$39.2K -246 -1%

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.