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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
BPFA
2726
Barnes Pettey Financial Advisors
Mississippi
$443K -$2.68K -18 -0.6%
ATS
2727
Ashton Thomas Securities
New York
$442K +$111K +748 +33%
Members Trust
2728
Members Trust
Florida
$442K +$2.68K +18 +0.6%
ACM
2729
Ashford Capital Management
Delaware
$441K
CANY
2730
Caxton Associates (New York)
New York
$441K +$446K +2,994 New
MTIM
2731
Marathon Trading Investment Management
Pennsylvania
$440K -$18.2K -122 -4%
SWM
2732
Sugarloaf Wealth Management
Georgia
$440K
RWM
2733
Revisor Wealth Management
Ohio
$439K +$18.9K +127 +4%
EAM
2734
Everstar Asset Management
North Carolina
$439K +$443K +2,978 New
EMAM
2735
Encompass More Asset Management
California
$438K +$182K +1,226 +70%
WWWM
2736
White Wing Wealth Management
Texas
$438K +$1.94K +13 +0.4%
FS
2737
Ferguson Shapiro
Georgia
$438K +$39.9K +268 +10%
PFA
2738
Pettinga Financial Advisors
Indiana
$438K +$40.5K +272 +10%
CWM
2739
Cabot Wealth Management
Massachusetts
$437K
LWA
2740
Ledgewood Wealth Advisors
New Hampshire
$437K
SB
2741
Sunflower Bank
Texas
$437K +$22.2K +149 +5%
LCGC
2742
Legacy Capital Group California
California
$435K -$19.2K -129 -4%
PCMC
2743
Planning Capital Management Corporation
Pennsylvania
$434K -$84.4K -567 -16%
ONSWM
2744
Old North State Wealth Management
North Carolina
$433K +$76.1K +511 +21%
AT
2745
American Trust
Kentucky
$432K -$19.6K -132 -4%
BWG
2746
Balanced Wealth Group
Ohio
$432K -$35.4K -238 -8%
RMF
2747
Red Mountain Financial
Colorado
$430K +$595 +4 +0.1%
CIS
2748
Custom Index Systems
New York
$429K -$6.85K -46 -2%
HIS
2749
Harvest Investment Services
Illinois
$429K +$38.1K +256 +10%
CNTOF
2750
Canandaigua National Trust of Florida
New York
$429K +$434K +2,915 New

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.