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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
RFS
2826
Richardson Financial Services
Massachusetts
$383K +$11.2K +75 +3%
WCM
2827
Washburn Capital Management
Florida
$383K -$15.6K -105 -4%
MIA
2828
MMBG Investment Advisors
Florida
$383K
CC
2829
Corton Capital
Ontario, Canada
$382K +$386K +2,594 New
MF
2830
Manchester Financial
California
$381K +$13.8K +93 +4%
O3W
2831
Omni 360 Wealth
New Jersey
$381K -$1.64K -11 -0.4%
NG
2832
NWK Group
California
$381K
LAS
2833
LWM Advisory Services
Florida
$381K +$51.1K +343 +15%
FRA
2834
Front Row Advisors
California
$380K -$1.23M -8,293 -76%
ET
2835
Entropy Technologies
New York
$380K +$384K +2,577 New
AWS
2836
Arkfeld Wealth Strategies
Nebraska
$378K +$16.8K +113 +5%
PWS
2837
Proactive Wealth Strategies
Georgia
$378K +$383K +2,570 New
MWP
2838
Madison Wealth Partners
Wisconsin
$378K
VNA
2839
Valley National Advisers
Pennsylvania
$377K -$98.1K -659 -20%
SIGI
2840
Susquehanna International Group (Ireland)
Ireland
$376K +$380K +2,552 New
MHB
2841
Midwest Heritage Bank
Iowa
$375K -$12.2K -82 -3%
UAML
2842
US Asset Management LLC
Pennsylvania
$375K -$5.8K -39 -2%
ONST
2843
Old North State Trust
North Carolina
$375K +$56.7K +381 +18%
LA
2844
Lane & Associates
New Jersey
$375K +$7.59K +51 +2%
NPFS
2845
Novak & Powell Financial Services
Florida
$374K -$16.1K -108 -4%
SA
2846
SRH Advisors
Kansas
$372K
FB
2847
First Bancorp
Maine
$372K +$28.9K +194 +8%
WMG
2848
WESCAP Management Group
California
$371K +$32.7K +220 +10%
FSA
2849
Financial Security Advisor
Virginia
$371K +$31.6K +212 +9%
VA
2850
Verdad Advisers
Massachusetts
$371K +$375K +2,518 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.