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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
IAS
1276
Investment Advisory Services
Texas
$3.31M -$410K -2,570 -11%
HGWM
1277
Horst & Graben Wealth Management
Oregon
$3.31M +$1.44K +9 +0%
SIC
1278
Shoker Investment Counsel
Ohio
$3.31M +$78K +489 +2%
RWM
1279
Ritholtz Wealth Management
New York
$3.3M -$158K -992 -4%
GSEP
1280
Golden State Equity Partners
California
$3.3M +$3.36M +21,080 New
TF
1281
Threadgill Financial
Texas
$3.3M -$39.5K -248 -1%
TC
1282
Trilogy Capital
California
$3.29M +$98.2K +616 +3%
HCM
1283
Huber Capital Management
California
$3.28M -$112K -700 -3%
AFG
1284
Albion Financial Group
Utah
$3.28M +$126K +793 +4%
GAG
1285
GM Advisory Group
New York
$3.28M +$16.6K +104 +0.5%
GFPC
1286
Global Financial Private Client
Florida
$3.27M -$20.3K -127 -0.6%
MC
1287
Middleton & Co
Massachusetts
$3.27M +$33.8K +212 +1%
FSA
1288
Financial Sense Advisors
California
$3.27M +$155K +971 +5%
QWM
1289
Quadcap Wealth Management
Texas
$3.27M +$197K +1,236 +6%
AT
1290
Arvest Trust
Oklahoma
$3.26M -$402K -2,520 -11%
TI
1291
TTP Investments
California
$3.26M +$92K +577 +3%
JFGIW
1292
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.25M +$635K +3,985 +24%
EFMC
1293
Empire Financial Management Company
New York
$3.25M -$141K -885 -4%
LC
1294
LCNB Corp
Ohio
$3.25M +$96.5K +605 +3%
MMG
1295
Monetary Management Group
Missouri
$3.24M -$47.8K -300 -1%
CIA
1296
Cohen Investment Advisors
New Hampshire
$3.24M -$73K -458 -2%
WA
1297
Wasatch Advisors
Utah
$3.24M +$909K +5,700 +38%
MCWS
1298
McKinley Carter Wealth Services
West Virginia
$3.24M +$69.5K +436 +2%
FCIM
1299
Fairview Capital Investment Management
California
$3.23M
WAAG
1300
Wealth Alliance Advisory Group
Kansas
$3.23M +$89.9K +564 +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.