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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
CWP
1326
Cyndeo Wealth Partners
Florida
$3.08M +$470K +2,949 +18%
KCPG
1327
Kavar Capital Partners Group
Kansas
$3.08M +$166K +1,044 +6%
SWM
1328
Sculati Wealth Management
Michigan
$3.07M +$12K +75 +0.4%
PWMAG
1329
Pinnacle Wealth Management Advisory Group
New Jersey
$3.07M -$15.6K -98 -0.5%
AI
1330
ArchPoint Investors
Florida
$3.07M
WG
1331
Wealth Group
North Carolina
$3.06M +$52.5K +329 +2%
TCA
1332
Tortoise Capital Advisors
Kansas
$3.05M
RAM
1333
Redmond Asset Management
Virginia
$3.05M +$348K +2,184 +13%
SCA
1334
Sippican Capital Advisors
Massachusetts
$3.05M -$319 -2 -0%
WPC
1335
White Pine Capital
Minnesota
$3.04M -$3.51K -22 -0.1%
HI
1336
Hudock Inc
Pennsylvania
$3.04M -$63.3K -397 -2%
OCM
1337
Orleans Capital Management
Louisiana
$3.04M -$51K -320 -2%
DBIA
1338
Dumont & Blake Investment Advisors
New Jersey
$3.03M +$1.53M +9,599 +98%
GCA
1339
Greenwood Capital Associates
South Carolina
$3.03M -$47K -295 -1%
LA
1340
Legacy Advisors
Pennsylvania
$3.03M +$69.8K +438 +2%
MPCG
1341
Matrix Private Capital Group
New York
$3.03M +$7.18K +45 +0.2%
MSK
1342
Melissa S. Kampmann
$3.03M +$8.13K +51 +0.3%
BSB
1343
Bangor Savings Bank
Maine
$3.03M +$90.4K +567 +3%
BP
1344
BBR Partners
New York
$3.02M -$652K -4,091 -17%
RIM
1345
Redwood Investment Management
Arizona
$3.02M +$1.96M +12,304 +175%
HCM
1346
Hutchinson Capital Management
California
$3.02M +$95.7K +600 +3%
PF
1347
Prosperitas Financial
California
$3.02M +$92.3K +579 +3%
MSS
1348
Mitchell Sinkler & Starr
Pennsylvania
$3M -$696K -4,365 -19%
SIA
1349
Sit Investment Associates
Minnesota
$3M +$60.6K +380 +2%
MW
1350
Marcum Wealth
Ohio
$3M -$92.2K -578 -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.