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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
ZIM
251
Zacks Investment Management
Illinois
$45.2M -$97.5M -655,170 -68%
AWM
252
AE Wealth Management
Kansas
$44.3M -$4.59M -30,852 -9%
SC
253
Sapient Capital
Indiana
$44.2M +$251K +1,689 +0.6%
CIA
254
Capital Investment Advisors
Georgia
$43.9M +$1.31M +8,793 +3%
SYBT
255
Stock Yards Bank & Trust
Kentucky
$43.9M -$1.32M -8,879 -3%
WPC
256
Waters Parkerson & Co
Louisiana
$43.8M -$93.3K -627 -0.2%
Public Sector Pension Investment Board (PSP Investments)
257
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$43.7M -$225K -1,514 -0.5%
YCM
258
Yousif Capital Management
Michigan
$43.5M -$234K -1,569 -0.5%
BCIM
259
British Columbia Investment Management
British Columbia, Canada
$43M -$6.55M -44,003 -13%
Daiwa Securities Group
260
Daiwa Securities Group
Japan
$42.9M +$3.71M +24,916 +9%
URS
261
Utah Retirement Systems
Utah
$42M +$179K +1,200 +0.4%
SFM
262
Stack Financial Management
Montana
$41.9M +$150K +1,009 +0.4%
FCI
263
Financial Counselors Inc
Kansas
$41.2M +$157K +1,057 +0.4%
SOADOR
264
State of Alaska Department of Revenue
Alaska
$41M +$81.1K +545 +0.2%
Millennium Management
265
Millennium Management
New York
$40.5M -$7.38M -49,552 -15%
CGPCS
266
Capital Group Private Client Services
California
$40.3M -$5.47M -36,774 -12%
SPIA
267
Steward Partners Investment Advisory
New York
$40.1M -$6.41M -43,036 -14%
CFB
268
Cullen/Frost Bankers
Texas
$39.4M -$14.7M -98,544 -27%
Pathstone Holdings
269
Pathstone Holdings
New Jersey
$39.2M -$1M -6,737 -2%
USAA
270
United Services Automobile Association
Texas
$39M -$14.5M -97,241 -27%
AA
271
Ancora Advisors
Ohio
$38.7M -$8.98M -60,309 -19%
Envestnet Portfolio Solutions
272
Envestnet Portfolio Solutions
Illinois
$38.3M -$2.02M -13,566 -5%
AF
273
Allworth Financial
California
$38.2M +$1.72M +11,549 +5%
SLAM
274
Swiss Life Asset Management
$37.9M -$1.21M -8,126 -3%
EB
275
Eastern Bank
Massachusetts
$37.8M +$17.3M +115,927 +82%

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.