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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
SBF
2901
Sara-Bay Financial
Florida
$343K -$105K -703 -23%
KCM
2902
KRS Capital Management
Michigan
$343K -$317K -2,130 -48%
SIM
2903
SSI Investment Management
California
$343K -$298 -2 -0.1%
MAM
2904
Marotta Asset Management
Virginia
$342K -$8.48K -57 -2%
NWM
2905
Northcape Wealth Management
New York
$342K +$10.3K +69 +3%
EL
2906
Essex LLC
Illinois
$342K -$21K -141 -6%
NIC
2907
Northwest Investment Counselors
Oregon
$342K -$22K -148 -6%
SJL
2908
Shayne & Jacobs LLC
Tennessee
$341K
IP
2909
Isthmus Partners
Wisconsin
$340K
BW
2910
Basepoint Wealth
Iowa
$340K +$40.3K +271 +13%
SFG
2911
Sather Financial Group
Texas
$340K
PGWM
2912
Parisi Gray Wealth Management
New Jersey
$339K -$42.3K -284 -11%
IW
2913
Instrumental Wealth
Florida
$339K -$447 -3 -0.1%
WB
2914
West Bancorporation
Iowa
$339K
RIA
2915
Richwood Investment Advisors
Ohio
$339K -$8.63K -58 -2%
SWG
2916
Summit Wealth Group
Vermont
$338K +$2.38K +16 +0.7%
JF
2917
JSF Financial
California
$337K +$17.9K +120 +6%
WA
2918
WESPAC Advisors
California
$337K -$864K -5,808 -72%
GFWA
2919
Grey Fox Wealth Advisors
Delaware
$337K -$2.38K -16 -0.7%
GC
2920
GFG Capital
Florida
$337K -$34.2K -230 -8%
ODG
2921
O'Dell Group
Ohio
$336K +$2.38K +16 +0.7%
WC
2922
Weil Company
California
$336K +$149 +1 +0%
BC
2923
Bowman & Company
Wisconsin
$336K
CA
2924
Crane Advisory
California
$335K
FFG
2925
Frisch Financial Group
New York
$335K +$2.08K +14 +0.6%

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.