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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
HWM
2801
Heirloom Wealth Management
Colorado
$394K +$5.8K +39 +1%
THCM
2802
Taylor Hoffman Capital Management
Virginia
$393K +$393K +2,642 New
LFP
2803
Lakeshore Financial Planning
Michigan
$393K
PCMC
2804
Paragon Capital Management (Colorado)
Colorado
$393K +$1.19K +8 +0.3%
ACM
2805
AUA Capital Management
Pennsylvania
$393K -$8.93K -60 -2%
EE
2806
EWG Elevate
California
$393K +$132K +888 +50%
PGAM
2807
Princeton Global Asset Management
New Jersey
$392K -$1.19K -8 -0.3%
ACC
2808
Acorn Creek Capital
Colorado
$392K -$7.14K -48 -2%
AF
2809
Apollon Financial
South Carolina
$392K +$6.55K +44 +2%
NWMG
2810
Nicholson Wealth Management Group
South Carolina
$392K +$396K +2,661 New
SFS
2811
Strategic Financial Services
New York
$391K -$37.2K -250 -9%
SMG
2812
Smart Money Group
Texas
$391K -$149 -1 -0%
PM
2813
Phraction Management
Connecticut
$390K
KFS
2814
Kelly Financial Services
Massachusetts
$390K +$37.7K +253 +11%
TCM
2815
Towercrest Capital Management
Pennsylvania
$388K
VCP
2816
Vista Capital Partners
Oregon
$387K -$9.82K -66 -2%
GHAM
2817
Gilman Hill Asset Management
Connecticut
$387K -$7.44K -50 -2%
PCM
2818
Princeton Capital Management
New Jersey
$386K -$12.1K -81 -3%
BF
2819
Brogan Financial
Tennessee
$386K +$3.72K +25 +1%
SCM
2820
Silvant Capital Management
Georgia
$385K
SFS
2821
Summit Financial Strategies
Ohio
$384K -$1.94K -13 -0.5%
WPW
2822
Warther Private Wealth
Ohio
$384K -$134K -900 -26%
NAG
2823
Northstar Advisory Group
New Jersey
$384K -$4.76K -32 -1%
BBNB
2824
Baker Boyer National Bank
Washington
$384K +$2.53K +17 +0.7%
BWG
2825
Berry Wealth Group
Texas
$384K +$35.1K +236 +10%

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.