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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
SB
1226
Strategic Blueprint
Georgia
$3.59M +$26.9K +169 +0.7%
BIG
1227
Builder Investment Group
Georgia
$3.59M
BHBT
1228
Burke & Herbert Bank & Trust
Virginia
$3.58M +$1.83M +11,475 +100%
CST
1229
Charles Schwab Trust
Nevada
$3.58M -$37K -232 -1%
CWP
1230
Concord Wealth Partners
Virginia
$3.58M +$18.5K +116 +0.5%
BCM
1231
Boltwood Capital Management
California
$3.57M +$9.57K +60 +0.3%
WAM
1232
Weatherly Asset Management
California
$3.56M -$25K -157 -0.7%
QI
1233
QV Investors
Alberta, Canada
$3.56M +$17.5K +110 +0.5%
1832 Asset Management
1234
1832 Asset Management
Ontario, Canada
$3.56M -$7.85M -49,217 -68%
CWM
1235
Cornerstone Wealth Management
Missouri
$3.55M +$168K +1,054 +5%
CSA
1236
Cottage Street Advisors
Massachusetts
$3.55M -$22.6K -142 -0.6%
BCM
1237
Brookmont Capital Management
Texas
$3.55M -$14.5K -91 -0.4%
DRD
1238
Dennis R. Delaney
$3.54M +$48.2K +302 +1%
MPI
1239
Mairs & Power Inc
Minnesota
$3.53M -$281K -1,760 -7%
CIA
1240
Cape Investment Advisory
Georgia
$3.53M +$91.4K +573 +3%
MWM
1241
Massachusetts Wealth Management
Massachusetts
$3.53M +$71.8K +450 +2%
SC
1242
Syon Capital
California
$3.53M -$10.5K -66 -0.3%
WPP
1243
Whalerock Point Partners
Rhode Island
$3.53M +$62.2K +390 +2%
D.E. Shaw & Co
1244
D.E. Shaw & Co
New York
$3.52M -$896K -5,616 -20%
MWM
1245
Modern Wealth Management
Kansas
$3.51M +$535K +3,354 +18%
WPW
1246
Waldron Private Wealth
Pennsylvania
$3.49M -$34.4K -216 -1%
ISWM
1247
Independent Solutions Wealth Management
New York
$3.49M -$44.5K -279 -1%
PG
1248
Patten Group
Tennessee
$3.48M +$55.3K +347 +2%
GFA
1249
Gifford Fong Associates
California
$3.47M
NSIM
1250
North Star Investment Management
Illinois
$3.47M -$94.9K -595 -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.