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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
OFS
2526
OneAscent Financial Services
Alabama
$585K +$591K +3,971 New
CIA
2527
Cladis Investment Advisory
Montana
$584K
CA
2528
Cornerstone Advisory
Maryland
$583K -$11K -74 -2%
PWM
2529
Purus Wealth Management
California
$582K +$22.6K +152 +4%
RMSCM
2530
R.M. Sincerbeaux Capital Management
New York
$582K
RPWA
2531
Regent Peak Wealth Advisors
Georgia
$582K -$76.1K -511 -11%
TAM
2532
Trillium Asset Management
Massachusetts
$581K
BWA
2533
Blodgett Wealth Advisors
California
$581K +$67.1K +451 +13%
BAM
2534
Brave Asset Management
New Jersey
$580K -$3.72K -25 -0.6%
BWP
2535
Bernardo Wealth Planning
Pennsylvania
$580K -$17.1K -115 -3%
FA
2536
FDx Advisors
Illinois
$580K +$19.2K +129 +3%
STA
2537
Smith Thornton Advisors
Alabama
$580K +$12.7K +85 +2%
VH
2538
Visionary Horizons
Tennessee
$578K
NPPM
2539
North Point Portfolio Managers
Ohio
$578K +$363K +2,440 +164%
GAAM
2540
Guinness Atkinson Asset Management
California
$576K -$30.2K -203 -5%
APIM
2541
Agate Pass Investment Management
Washington
$574K -$9.38K -63 -2%
RIG
2542
Renaissance Investment Group
Massachusetts
$571K +$14.6K +98 +3%
SL
2543
Summitry LLC
California
$570K +$110K +740 +24%
FEM
2544
Fulcrum Equity Management
Texas
$570K -$194K -1,305 -25%
SAM
2545
Summit Asset Management
Tennessee
$569K -$6.1K -41 -1%
PSF
2546
Pacific Sun Financial
California
$569K +$56.4K +379 +11%
MSF
2547
Mustard Seed Financial
Arkansas
$569K +$22.8K +153 +4%
MCA
2548
Maryland Capital Advisors
Maryland
$568K
KC
2549
Kades & Cheifetz
Pennsylvania
$568K +$10.9K +73 +2%
BWA
2550
Bordeaux Wealth Advisors
California
$567K +$89.8K +603 +19%

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.