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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
LWM
2451
LongView Wealth Management
Georgia
$673K -$113K -709 -14%
JLBC
2452
J.L. Bainbridge & Co
Florida
$673K -$27.4K -172 -4%
WAG
2453
Winthrop Advisory Group
Massachusetts
$673K +$50.4K +316 +8%
RA
2454
Ruggaard & Associates
Ohio
$673K +$319 +2 +0%
SNB
2455
Security National Bank
Nebraska
$671K
FC
2456
Fusion Capital
South Carolina
$670K -$148K -927 -18%
CFA
2457
CWS Financial Advisors
Michigan
$670K -$203K -1,271 -23%
MCM
2458
McRae Capital Management
New Jersey
$668K
EI
2459
Ellevest Inc
New York
$668K +$681K +4,270 New
GJIA
2460
Glass Jacobson Investment Advisors
Maryland
$668K +$478 +3 +0.1%
TFIPS
2461
Towarzystwo Funduszy Inwestycyjnych PZU SA
$667K
JFA
2462
JNBA Financial Advisors
Minnesota
$666K
KFA
2463
Kapstone Financial Advisors
Ohio
$666K -$6.7K -42 -1%
FFO
2464
Fiduciary Family Office
Florida
$665K -$4.62K -29 -0.7%
SPI
2465
Sutton Place Investors
New York
$665K -$1.95M -12,255 -74%
PWA
2466
Phoenix Wealth Advisors
North Carolina
$664K +$413K +2,590 +157%
NRW
2467
Nova R Wealth
Kansas
$664K +$5.1K +32 +0.8%
OA
2468
Operose Advisors
Wisconsin
$664K -$35.7K -224 -5%
ECM
2469
Exchange Capital Management
Michigan
$662K -$16.1K -101 -2%
WAM
2470
WNY Asset Management
New York
$661K -$14.7K -92 -2%
SCP
2471
Sivia Capital Partners
California
$660K +$74.9K +470 +13%
UF
2472
Univest Financial
Pennsylvania
$660K -$5.42K -34 -0.8%
MCCA
2473
Mill Creek Capital Advisors
Pennsylvania
$659K +$20.9K +131 +3%
AWM
2474
Ameliora Wealth Management
Switzerland
$659K -$52.3K -328 -7%
LCM
2475
Leisure Capital Management
California
$658K

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.