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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
VCM
2751
Virtue Capital Management
Tennessee
$428K -$438K -2,941 -50%
FPFS
2752
First Personal Financial Services
North Carolina
$428K +$12.2K +82 +3%
FZCM
2753
Flynn Zito Capital Management
New York
$427K +$234K +1,569 +118%
RDFA
2754
Ritter Daniher Financial Advisory
Ohio
$427K -$52.1K -350 -11%
CFG
2755
Compton Financial Group
Maryland
$425K -$14.9K -100 -3%
WCM
2756
Wedge Capital Management
North Carolina
$425K +$17.9K +120 +4%
FG
2757
Foster Group
Iowa
$425K -$126K -849 -23%
MHWM
2758
Montz Harcus Wealth Management
Louisiana
$424K -$9.68K -65 -2%
FDS
2759
First Dallas Securities
Texas
$424K -$155K -1,041 -27%
TCWM
2760
Total Clarity Wealth Management
Illinois
$423K -$40.6K -273 -9%
JSL
2761
JT Stratford LLC
Georgia
$422K -$183K -1,228 -30%
NECFA
2762
New England Capital Financial Advisors
Connecticut
$421K +$42.3K +284 +11%
ABLA
2763
Alan B. Lancz & Associates
Ohio
$420K +$52.1K +350 +14%
WA
2764
Wealth Architects
California
$418K -$23.8K -160 -5%
SL
2765
Salomon & Ludwin
Virginia
$417K -$179K -1,200 -30%
LAM
2766
Lakewood Asset Management
Illinois
$416K -$58.9K -396 -12%
EAM
2767
Eukles Asset Management
Ohio
$415K +$28.1K +189 +7%
PWA
2768
Physician Wealth Advisors
Utah
$414K -$7.14K -48 -2%
PWMG
2769
Pinnacle Wealth Management Group
Michigan
$414K -$13.4K -90 -3%
AWAU
2770
Alliance Wealth Advisors (Utah)
Utah
$413K +$22.9K +154 +6%
T
2771
TNF
Montana
$413K +$149 +1 +0%
AA
2772
Aufman Associates
Pennsylvania
$413K +$157K +1,053 +60%
AAIM
2773
Asset Advisors Investment Management
Georgia
$412K -$146K -982 -26%
IWP
2774
Insight Wealth Partners
Texas
$412K +$131K +879 +46%
WFAG
2775
Worth Financial Advisory Group
North Carolina
$410K +$9.08K +61 +2%

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.