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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
AWA
2851
Archvest Wealth Advisors
California
$370K +$14K +94 +4%
RCI
2852
RS Crum Inc
California
$370K +$5.66K +38 +2%
JWS
2853
Juncture Wealth Strategies
Arizona
$369K +$112K +750 +43%
AAP
2854
Arax Advisory Partners
Colorado
$368K -$7K -47 -2%
TIM
2855
Total Investment Management
Arizona
$367K +$10.3K +69 +3%
AWM
2856
Activest Wealth Management
Florida
$365K +$50K +336 +16%
AG
2857
Algert Global
California
$364K +$368K +2,470 New
ACM
2858
Avalon Capital Management
California
$364K -$92.4K -621 -20%
RBFC
2859
Roman Butler Fullerton & Co
Missouri
$363K -$7.74K -52 -2%
LAM
2860
Lewis Asset Management
California
$363K +$38K +255 +12%
KFS
2861
Kaizen Financial Strategies
California
$363K +$367K +2,463 New
MF
2862
Meridian Financial
Massachusetts
$362K -$149 -1 -0%
LSC
2863
Lesa Sroufe & Co
Washington
$362K
GF
2864
Gries Financial
Ohio
$362K -$85.1K -572 -19%
RFA
2865
RTD Financial Advisors
Pennsylvania
$360K -$106K -713 -23%
AI
2866
Atom Investors
Texas
$360K +$364K +2,447 New
AWAP
2867
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$358K +$1.49K +10 +0.4%
WFC
2868
Western Financial Corp
California
$358K +$1.49K +10 +0.4%
AWMG
2869
Alliance Wealth Management Group
New Jersey
$358K
PWAC
2870
Private Wealth Advisors (California)
California
$358K +$3.72K +25 +1%
BWM
2871
Blossom Wealth Management
California
$358K +$31.3K +210 +9%
PWM
2872
Power Wealth Management
Georgia
$357K +$38.8K +261 +12%
APW
2873
Acima Private Wealth
Virginia
$357K
SLA
2874
Silver Lake Advisory
Utah
$356K +$4.17K +28 +1%
IPAM
2875
Investment Partners Asset Management
New Jersey
$356K -$14.9K -100 -4%

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.