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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
MA
2601
MKT Advisors
California
$528K -$26.5K -178 -5%
MIA
2602
MeadowBrook Investment Advisors
Michigan
$526K +$204K +1,368 +62%
PP
2603
Pacifica Partners
Canada
$525K -$8.93K -60 -2%
PCM
2604
Pointe Capital Management
Michigan
$525K -$79.8K -536 -13%
BA
2605
Birinyi Associates
Connecticut
$524K -$362K -2,429 -41%
GGV
2606
GG Group Ventures
Florida
$524K +$482K +3,238 New
MCM
2607
Morton Capital Management
California
$523K +$30.1K +202 +6%
BIG
2608
Brooklyn Investment Group
New York
$521K -$523K -3,516 -50%
SWMP
2609
Signature Wealth Management Partners
New Jersey
$520K -$316K -2,120 -38%
LIG
2610
Lokken Investment Group
Delaware
$520K -$2.53K -17 -0.5%
LODC
2611
Lanham O'Dell & Company
West Virginia
$519K +$2.98K +20 +0.6%
OPWM
2612
Oakwell Private Wealth Management
Texas
$519K -$12.9K -87 -2%
WBCM
2613
Wilson & Boucher Capital Management
California
$519K
BPWM
2614
Black Point Wealth Management
Florida
$518K -$8.78K -59 -2%
BCG
2615
Breakwater Capital Group
New Jersey
$517K -$49.6K -333 -9%
AC
2616
ASB Consultores
Florida
$516K -$28.4K -191 -5%
FC
2617
FCA Corp
Texas
$515K -$209K -1,407 -29%
DMC
2618
Drexel Morgan & Co
Pennsylvania
$515K
OW
2619
Olistico Wealth
Oklahoma
$514K -$9.08K -61 -2%
SC
2620
Sierra Capital
Florida
$512K -$213K -1,428 -29%
EI
2621
Ellevest Inc
New York
$512K -$118K -794 -19%
AFA
2622
AA Financial Advisors
Ohio
$507K -$19.4K -130 -4%
OMC
2623
Overbrook Management Corp
New York
$507K -$44.2K -297 -8%
HIIFS
2624
Harel Insurance Investments & Financial Services
Israel
$507K -$47.6K -320 -8%
RI
2625
Ridgewood Investments
New Jersey
$505K +$65.9K +443 +15%

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.