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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
DWM
2951
Denver Wealth Management
Colorado
$320K -$35.7K -240 -10%
MC
2952
Matisse Capital
Oregon
$320K +$595 +4 +0.2%
KFA
2953
Krane Funds Advisors
New York
$320K +$323K +2,173 New
MIFH
2954
Migdal Insurance & Financial Holdings
Israel
$320K
BCM
2955
Beddow Capital Management
Wyoming
$320K +$22.3K +150 +7%
WWC
2956
Waypoint Wealth Counsel
Georgia
$320K -$32.4K -218 -9%
SGK
2957
Steigerwald Gordon & Koch
Virginia
$320K +$30.5K +205 +10%
E
2958
ETFidea
New York
$319K +$149 +1 +0%
AFC
2959
AFT Forsyth & Company
Florida
$319K
SAM
2960
Sequent Asset Management
Texas
$319K
CWG
2961
Crown Wealth Group
North Carolina
$319K -$4.91K -33 -2%
RC
2962
Rovin Capital
Arizona
$318K +$46.9K +315 +17%
JBA
2963
Johnson Bixby & Associates
Washington
$318K
DM
2964
Diker Management
New York
$318K
WCAMG
2965
Woodard & Company Asset Management Group
North Carolina
$317K -$2.24M -15,047 -87%
SWP
2966
Summit Wealth Partners
Florida
$317K +$41.7K +280 +15%
SSA
2967
Sierra Summit Advisors
Nevada
$317K +$46.3K +311 +17%
GAM
2968
GEM Asset Management
Michigan
$316K -$29.8K -200 -9%
LA
2969
Lakeside Advisors
Washington
$316K -$7.44K -50 -2%
EDRIA
2970
Edmonds Duncan Registered Investment Advisors
Kansas
$315K +$1.94K +13 +0.6%
HPM
2971
Hoxton Planning & Management
West Virginia
$315K +$95K +638 +43%
CFGSD
2972
Compass Financial Group (South Dakota)
South Dakota
$314K +$1.64K +11 +0.5%
SNBOSCI
2973
Security National Bank of Sioux City Iowa
Iowa
$314K +$38.1K +256 +14%
MIM
2974
Meixler Investment Management
Arizona
$313K -$20.8K -140 -6%
NFG
2975
Nadler Financial Group
Illinois
$313K +$1.19K +8 +0.4%

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.