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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
PMSA
2626
Patrick M. Sweeney & Associates
Illinois
$505K +$54.5K +366 +12%
CSPAM
2627
Cary Street Partners Asset Management
Virginia
$504K +$12.9K +87 +3%
IGGA
2628
Iron Gate Global Advisors
Utah
$503K -$298K -2,000 -37%
WIM
2629
Westside Investment Management
California
$503K +$41.8K +281 +9%
VPP
2630
Vertex Planning Partners
Illinois
$502K -$6.25K -42 -1%
EWM
2631
Elmwood Wealth Management
California
$502K
HA
2632
HC Advisors
Georgia
$500K +$13.5K +91 +3%
KWM
2633
Keebeck Wealth Management
Illinois
$500K +$306K +2,058 +154%
HFS
2634
Howard Financial Services
Texas
$499K +$2.23K +15 +0.4%
GAB
2635
German American Bancorp
Indiana
$498K +$126K +849 +34%
NRC
2636
New Republic Capital
North Carolina
$498K -$116K -776 -19%
AWA
2637
Amplius Wealth Advisors
Pennsylvania
$497K -$22.6K -152 -4%
RHJA
2638
Rice Hall James & Associates
California
$497K -$53.6K -360 -10%
EA
2639
Eclectic Associates
California
$497K -$11K -74 -2%
KCFA
2640
Key Client Fiduciary Advisors
New Jersey
$496K +$32.1K +216 +7%
B
2641
Birchbrook
Maine
$495K -$7.44K -50 -1%
BWM
2642
Birchcreek Wealth Management
Ohio
$494K -$14.9K -100 -3%
AWA
2643
Alta Wealth Advisors
Massachusetts
$492K +$92.9K +624 +23%
BGAI
2644
Bruce G. Allen Investments
Colorado
$492K -$17.4K -117 -3%
OCBCO
2645
Oversea-Chinese Banking Corp (OCBC)
Singapore
$492K +$515K +3,462 New
SP
2646
Successful Portfolios
Florida
$491K +$4.76K +32 +1%
TFA
2647
Toth Financial Advisory
Virginia
$491K
PWM
2648
Prentice Wealth Management
New York
$491K +$33.5K +225 +7%
HSG
2649
Helen Stephens Group
Texas
$490K -$76.7K -515 -13%
HIM
2650
Hillsdale Investment Management
Ontario, Canada
$490K +$156K +1,045 +46%

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.