Chevron
CVX
3,515 hedge funds and large institutions have $213B invested in Chevron in 2024 Q1 according to their latest regulatory filings, with 231 funds opening new positions, 1,671 increasing their positions, 1,282 reducing their positions, and 139 closing their positions.
66% more first-time investments, than exits
New positions opened: 231 | Existing positions closed: 139
30% more repeat investments, than reductions
Existing positions increased: 1,671 | Existing positions reduced: 1,282
19% more call options, than puts
Call options by funds: $4.8B | Put options by funds: $4.02B
1% more funds holding
Funds holding: 3,468 → 3,515 (+47)
4% more capital invested
Capital invested by funds: $205B → $213B (+$7.39B)
0.5% less ownership
Funds ownership: 73.2% → 72.7% (-0.5%)
9% less funds holding in top 10
Funds holding in top 10: 156 → 142 (-14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$1.4B |
| 2 |
JP Morgan Chase
New York
|
+$698M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$318M |
| 4 |
Renaissance Technologies
New York
|
+$317M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$227M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.98B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$533M |
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$470M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$373M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$301M |
CVX Hedge Fund Activity: Q1 2024 in Review
3,515 of the 6,944 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q1 2024, worth a combined $213B — up 3.6% from $205B a quarter earlier.
Buyers outnumbered sellers: 231 funds opened new CVX positions and 139 closed out — a net gain of 92 holders — while 1,671 added to existing stakes and 1,282 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $1.4B. The largest seller was Morgan Stanley, cutting an estimated $4.98B.
- 3,515 institutional investors held Chevron (CVX) as of Q1 2024, up from 3,468 in Q4 2023.
- Funds reported $213B of Chevron stock for Q1 2024, up 3.6% quarter-over-quarter.
- 231 funds opened new Chevron positions in Q1 2024 and 139 closed out, a net change of +92 holders.
- The largest Chevron buyer in Q1 2024 was Fisher Asset Management, an estimated $1.4B added.
- The largest Chevron seller in Q1 2024 was Morgan Stanley, an estimated $4.98B sold.
Based on aggregated 13F filings for Q1 2024.