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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
CJ
2551
Caitlin John
Michigan
$567K +$14.7K +99 +3%
AGA
2552
Accuvest Global Advisors
Utah
$567K +$390K +2,622 New
NAMNJ
2553
NorthStar Asset Management (New Jersey)
New Jersey
$565K -$44.7K -300 -7%
UWPG
2554
Ullmann Wealth Partners Group
Florida
$565K +$343K +2,307 +151%
NCMW
2555
Northern Capital Management (Washington)
Washington
$563K -$4.76K -32 -0.8%
CL
2556
COWA LLC
Oklahoma
$561K +$298 +2 +0.1%
FHC
2557
First Heartland Consultants
Missouri
$559K -$93.5K -628 -14%
CMS
2558
Capital Market Strategies
Florida
$559K -$1.79K -12 -0.3%
VW
2559
Vance Wealth
California
$559K +$4.32K +29 +0.8%
AWM
2560
Ameliora Wealth Management
Switzerland
$556K -$64.5K -433 -10%
WS
2561
Wela Strategies
Georgia
$556K +$58.2K +391 +12%
RGC
2562
Roberts, Glore & Co
Illinois
$553K -$8.48K -57 -1%
KSB
2563
Kennebec Savings Bank
Maine
$551K +$557K +3,739 New
HP
2564
Hyperion Partners
Pennsylvania
$549K -$3.72K -25 -0.7%
TAM
2565
TCP Asset Management
Ohio
$549K
PCM
2566
Perritt Capital Management
Illinois
$548K +$1.34K +9 +0.2%
RA
2567
Riversedge Advisors
Delaware
$547K +$893 +6 +0.2%
MCCA
2568
Mill Creek Capital Advisors
Pennsylvania
$547K -$74.9K -503 -12%
CA
2569
Crumly & Associates
Illinois
$545K +$15.2K +102 +3%
SIC
2570
Sterling Investment Counsel
New York
$544K +$744 +5 +0.1%
OIM
2571
Oder Investment Management
California
$544K +$5.21K +35 +1%
COCM
2572
Charter Oak Capital Management
New Hampshire
$543K +$4.91K +33 +0.9%
VCS
2573
Vaughan & Co Securities
New Jersey
$542K -$2.38K -16 -0.4%
PFG
2574
Prosperity Financial Group
California
$542K -$26.8K -180 -5%
DWM
2575
Dorchester Wealth Management
Quebec, Canada
$542K

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.