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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
TFGT
2651
TS Financial Group (TSFG)
Illinois
$490K +$31K +208 +7%
OWA
2652
One Wealth Advisors
California
$490K +$595 +4 +0.1%
GC
2653
Gibson Capital
Pennsylvania
$489K
EG
2654
Ellerson Group
Maryland
$488K +$64.3K +432 +15%
TP
2655
Tranquility Partners
Tennessee
$487K -$8.34K -56 -2%
LRWA
2656
Long Run Wealth Advisors
New York
$486K +$69.2K +465 +16%
EFA
2657
Evernest Financial Advisors
Indiana
$486K -$120K -808 -20%
AAA
2658
American Alpha Advisors
New York
$484K +$490K +3,289 New
CFS
2659
Commonwealth Financial Services
West Virginia
$484K -$18.8K -126 -4%
AIA
2660
Alera Investment Advisors
Illinois
$483K -$73.8K -496 -13%
RW
2661
RVW Wealth
California
$482K +$22.5K +151 +5%
HIC
2662
Hartline Investment Corp
Illinois
$482K
RPA
2663
Rock Point Advisors
Vermont
$481K -$9.68K -65 -2%
WFAG
2664
Wescott Financial Advisory Group
Pennsylvania
$481K -$1.34K -9 -0.3%
TFA
2665
Teamwork Financial Advisors
Texas
$481K -$75.9K -510 -14%
FNC
2666
First National Corp
Massachusetts
$481K -$119K -798 -20%
SLT
2667
St Louis Trust
Missouri
$480K -$178K -1,199 -27%
MA
2668
MJP Associates
Connecticut
$478K -$74.1K -498 -13%
CIC
2669
Chase Investment Counsel
Virginia
$478K -$2.1M -14,115 -81%
SIS
2670
Strategic Investment Solutions
Illinois
$478K +$16.1K +108 +3%
HWM
2671
HFR Wealth Management
New York
$477K
SP
2672
Stonebrook Private
Michigan
$477K -$66.5K -447 -12%
RWS
2673
Resolute Wealth Strategies
Mississippi
$476K +$4.32K +29 +0.9%
QFA
2674
Quantum Financial Advisors
California
$473K -$39.6K -266 -8%
AP
2675
Appleton Partners
Massachusetts
$473K -$222K -1,494 -32%

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.