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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
SSW
2701
Smith Shellnut Wilson
Mississippi
$460K +$1.49K +10 +0.3%
AGC
2702
Aspen Grove Capital
Colorado
$460K -$91.2K -613 -16%
LT
2703
Legacy Trust
Michigan
$458K -$2.23K -15 -0.5%
MWM
2704
MinichMacGregor Wealth Management
New York
$457K -$17.1K -115 -4%
COA
2705
Crown Oak Advisors
California
$457K +$5.36K +36 +1%
RI
2706
RWWM Inc
California
$456K -$48.7K -327 -10%
TIM
2707
Tortoise Investment Management
New York
$456K +$1.34K +9 +0.3%
PWM
2708
Palumbo Wealth Management
New York
$455K -$77.8K -523 -14%
MSA
2709
Marino Stram & Associates
Massachusetts
$454K -$10.1K -68 -2%
GHA
2710
Granite Harbor Advisors
Texas
$454K -$103K -692 -18%
RSS
2711
Rosenblum Silverman Sutton
California
$453K
B
2712
BetterWealth
California
$452K -$2.98K -20 -0.6%
DWP
2713
Destiny Wealth Partners
Florida
$451K +$6.4K +43 +1%
HFP
2714
Holistic Financial Partners
Indiana
$451K +$15.9K +107 +4%
RPCA
2715
Running Point Capital Advisors
California
$450K -$5.06K -34 -1%
CWA
2716
Canvas Wealth Advisors
Kansas
$450K +$177K +1,186 +63%
CCG
2717
Chatham Capital Group
Georgia
$450K +$12.4K +83 +3%
HC
2718
Hara Capital
Washington
$450K -$90.9K -611 -17%
TWP
2719
Tower Wealth Partners
Pennsylvania
$449K +$16.2K +109 +4%
QC
2720
Quent Capital
New York
$448K -$136K -911 -23%
SPWM
2721
Straight Path Wealth Management
Michigan
$448K +$9.23K +62 +2%
WF
2722
Whelan Financial
California
$447K -$30.4K -204 -6%
CS
2723
Candriam SCA
Luxembourg
$447K
FNWA
2724
Financial Network Wealth Advisors
Utah
$446K -$8.63K -58 -2%
KFG
2725
Kingdom Financial Group
Arizona
$444K -$111K -743 -20%

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.