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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
DLCIG
2876
D.L. Carlson Investment Group
New Hampshire
$355K -$151K -1,014 -30%
Loomis, Sayles & Company
2877
Loomis, Sayles & Company
Massachusetts
$355K +$24.3K +163 +7%
CAM
2878
Concorde Asset Management
Michigan
$355K -$25.5K -171 -7%
MAM
2879
MMA Asset Management
Pennsylvania
$354K +$27.1K +182 +9%
EB
2880
Emprise Bank
Kansas
$354K -$60.9K -409 -15%
TFP
2881
Triune Financial Partners
Kansas
$354K +$3.87K +26 +1%
FA
2882
Fountainhead AM
New Jersey
$353K -$15.3K -103 -4%
OCM
2883
Objective Capital Management
Ohio
$353K +$357K +2,396 New
LSA
2884
L & S Advisors
California
$352K +$121K +811 +51%
KOMWMG
2885
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$351K -$3.13K -21 -0.9%
CFSG
2886
Clark Financial Services Group
Missouri
$351K +$595 +4 +0.2%
IWP
2887
IAG Wealth Partners
Wisconsin
$350K +$14.6K +98 +4%
KA
2888
Kooman & Associates
Pennsylvania
$349K -$8.78K -59 -2%
IAP
2889
Indie Asset Partners
Indiana
$348K +$16.2K +109 +5%
TWM
2890
Triton Wealth Management
Arizona
$348K +$149 +1 +0%
VP
2891
Verum Partners
North Carolina
$348K -$11.6K -78 -3%
VCWA
2892
Vanguard Capital Wealth Advisors
Colorado
$347K -$171K -1,151 -33%
DWA
2893
Delos Wealth Advisors
Texas
$347K +$287K +1,929 +451%
TFF
2894
The Family Firm
Maryland
$347K -$36.8K -247 -10%
AWM
2895
Austin Wealth Management
Texas
$346K -$7.89K -53 -2%
LJAC
2896
L.J. Altfest & Co
New York
$346K +$26.8K +180 +8%
SXL
2897
Summit X LLC
Missouri
$346K +$37.1K +249 +13%
EFP
2898
Elser Financial Planning
Indiana
$344K +$11.6K +78 +3%
RCWM
2899
Royal Capital Wealth Management
Indiana
$344K +$2.08K +14 +0.6%
KAM
2900
Knightsbridge Asset Management
California
$343K +$35.1K +236 +11%

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.