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Chevron

3,474 hedge funds and large institutions have $198B invested in Chevron in 2024 Q3 according to their latest regulatory filings, with 176 funds opening new positions, 1,457 increasing their positions, 1,478 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 164

0.33% less ownership

Funds ownership: 74.21%73.88% (-0.33%)

1% less funds holding

Funds holding: 3,4973,474 (-23)

1% less repeat investments, than reductions

Existing positions increased: 1,457 | Existing positions reduced: 1,478

5% less call options, than puts

Call options by funds: $3.1B | Put options by funds: $3.27B

8% less capital invested

Capital invested by funds: $214B → $198B (-$16.1B)

23% less funds holding in top 10

Funds holding in top 10: 12999 (-30)

Holders
3,474
Holders Change
-23
Holders Change %
-0.66%
% of All Funds
49.88%
Holding in Top 10
99
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-23.26%
% of All Funds
1.42%
New
176
Increased
1,457
Reduced
1,478
Closed
164
Calls
$3.1B
Puts
$3.27B
Net Calls
-$163M
Net Calls Change
-$376M
Name Holding Trade Value Shares
Change
Change in
Stake
FI
2476
Fractal Investments
Connecticut
$619K
TLA
2477
Tanglewood Legacy Advisors
Texas
$618K +$2.98K +20 +0.5%
C1AG
2478
Client 1st Advisory Group
Florida
$618K +$90.9K +611 +17%
BWP
2479
BSW Wealth Partners
Colorado
$618K +$78.3K +526 +14%
LCM
2480
Lazari Capital Management
California
$618K +$19.1K +128 +3%
JLBC
2481
J.L. Bainbridge & Co
Florida
$618K -$15.9K -107 -2%
BHWM
2482
Beaird Harris Wealth Management
Texas
$617K -$188K -1,263 -23%
AFO
2483
Arrowroot Family Office
California
$617K +$298 +2 +0%
TSWM
2484
Tyler-Stone Wealth Management
Ohio
$614K +$357K +2,397 +135%
RFP
2485
Root Financial Partners
California
$613K +$5.36K +36 +0.9%
IA
2486
Inspire Advisors
Idaho
$613K +$5.51K +37 +0.9%
CG
2487
Corundum Group
Colorado
$612K -$680K -4,568 -52%
EWP
2488
Elevation Wealth Partners
California
$611K +$101K +680 +20%
OF
2489
Outfitter Financial
Maine
$611K
CWM
2490
Chemistry Wealth Management
New York
$610K +$92.6K +622 +18%
WRPWM
2491
Werba Rubin Papier Wealth Management
California
$610K +$13.1K +88 +2%
RFN
2492
Redwood Financial Network
Ohio
$610K +$6.55K +44 +1%
EIG
2493
Ellenbecker Investment Group
Wisconsin
$609K +$5.06K +34 +0.8%
HCA
2494
Horan Capital Advisors
Ohio
$609K
AFG
2495
Altiora Financial Group
Ohio
$608K
PG
2496
Prostatis Group
Maryland
$608K -$1.02M -6,846 -62%
FWP
2497
Firethorn Wealth Partners
Georgia
$607K +$12.7K +85 +2%
SA
2498
Shilanski & Associates
Alaska
$605K -$1.19K -8 -0.2%
GFG
2499
Goldstone Financial Group
Illinois
$605K +$70.3K +472 +13%
PAS
2500
Professional Advisory Services
Florida
$604K

CVX Hedge Fund Activity: Q3 2024 in Review

3,474 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q3 2024, worth a combined $198B — down 7.5% from $214B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new CVX positions and 164 closed out — a net gain of 12 holders — while 1,457 added to existing stakes and 1,478 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $726M. The largest seller was Amundi, cutting an estimated $730M.

  • 3,474 institutional investors held Chevron (CVX) as of Q3 2024, down from 3,497 in Q2 2024.
  • Funds reported $198B of Chevron stock for Q3 2024, down 7.5% quarter-over-quarter.
  • 176 funds opened new Chevron positions in Q3 2024 and 164 closed out, a net change of +12 holders.
  • The largest Chevron buyer in Q3 2024 was International Assets Investment Management, an estimated $726M added.
  • The largest Chevron seller in Q3 2024 was Amundi, an estimated $730M sold.

Based on aggregated 13F filings for Q3 2024.