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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
SCA
2926
Sandy Cove Advisors
Massachusetts
$334K +$19.4K +130 +6%
GSIAS
2927
Garden State Investment Advisory Services
New Jersey
$334K -$8.78K -59 -3%
CCP
2928
Carmel Capital Partners
California
$333K -$48.2K -324 -13%
YWM
2929
Yoder Wealth Management
California
$332K +$7.29K +49 +2%
PFS
2930
Prospect Financial Services
New York
$332K -$29.8K -200 -8%
SNBOSD
2931
Security National Bank of So Dak
Iowa
$331K +$51.1K +343 +18%
MC
2932
Mathes Company
New York
$331K
SP
2933
Sequent Planning
Nebraska
$330K +$16.7K +112 +5%
CFGA
2934
Cambridge Financial Group (Arizona)
Arizona
$330K -$25K -168 -7%
FA
2935
Financial Advisors
Massachusetts
$330K -$5.36K -36 -2%
GA
2936
Geller Advisors
New York
$330K -$59.5K -400 -15%
SIG
2937
Spinnaker Investment Group
California
$328K +$7.59K +51 +2%
FFA
2938
Fi3 Financial Advisors
Indiana
$328K +$53.1K +357 +19%
WBG
2939
Wharton Business Group
Pennsylvania
$327K
KCIC
2940
Kuhn & Co Investment Counsel
Illinois
$327K -$595 -4 -0.2%
MAC
2941
Mason & Associates (California)
California
$326K -$22K -148 -6%
KCM
2942
Kathmere Capital Management
Pennsylvania
$326K -$81.4K -547 -20%
CPC
2943
Cookson Peirce & Co
Pennsylvania
$325K +$12.1K +81 +4%
TNAM
2944
Terra Nova Asset Management
New York
$325K -$595 -4 -0.2%
GDP
2945
Great Diamond Partners
Maine
$324K -$230K -1,546 -41%
SC
2946
Solstein Capital
California
$324K
LL
2947
LWMG LLC
Minnesota
$323K +$2.08K +14 +0.6%
ITB
2948
Idaho Trust Bank
Idaho
$323K
TLFA
2949
True Link Financial Advisors
California
$322K -$25.8K -173 -7%
WOSD
2950
WFA of San Diego
California
$321K

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.