We are live on ! Find out more
CVX icon

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
GSEP
2676
Golden State Equity Partners
California
$472K -$2.66M -17,872 -85%
GCP
2677
Garda Capital Partners
Minnesota
$472K +$477K +3,204 New
DWM
2678
Dopkins Wealth Management
New York
$471K -$58.8K -395 -11%
LFGO
2679
Legacy Financial Group (Oklahoma)
Oklahoma
$471K +$97.8K +657 +26%
PS
2680
Planned Solutions
California
$471K +$298 +2 +0.1%
BSG
2681
Black Swift Group
Colorado
$471K
IC
2682
Iconiq Capital
California
$470K +$285K +1,912 +149%
JF
2683
Joule Financial
Kentucky
$470K +$28.3K +190 +6%
SFG
2684
Sovereign Financial Group
Connecticut
$469K -$22.5K -151 -5%
ZF
2685
Zhang Financial
Michigan
$469K -$27.2K -183 -5%
AI
2686
AdvisorShares Investments
Maryland
$468K +$11.8K +79 +3%
S
2687
Sunpointe
Missouri
$468K +$28.1K +189 +6%
BMD
2688
Better Money Decisions
New Mexico
$467K +$10.9K +73 +2%
FFA
2689
Fairfield Financial Advisors
Massachusetts
$467K -$90.5K -608 -16%
PBT
2690
Pictet Bank & Trust
Bahamas
$467K -$8.93K -60 -2%
MFG
2691
Midwest Financial Group
Kansas
$466K -$7.59K -51 -2%
PA
2692
Probity Advisors
Texas
$464K -$11.8K -79 -2%
LCM
2693
Leisure Capital Management
California
$464K -$157K -1,056 -25%
ODA
2694
One Degree Advisors
California
$464K
AWP
2695
Abacus Wealth Partners
California
$463K -$85.9K -577 -15%
CFA
2696
Capstone Financial Advisors
Illinois
$463K +$3.42K +23 +0.7%
CCM
2697
Carlson Capital Management
Minnesota
$463K +$227K +1,525 +94%
RFA
2698
ROI Financial Advisors
Oregon
$462K -$28.6K -192 -6%
MCM
2699
Monument Capital Management
Virginia
$462K -$473K -3,179 -50%
WAL
2700
W Advisors LLC
Tennessee
$461K -$276K -1,853 -37%

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.