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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
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$37.8M +$1.54M +10,337 +4%
GI
277
Gradient Investments
Minnesota
$37.5M -$1.29M -8,696 -3%
ACM
278
Aquatic Capital Management
Illinois
$37.3M +$37.7M +253,300 New
SIC
279
Schwartz Investment Counsel
Michigan
$37.2M
NIG
280
NFJ Investment Group
Texas
$37.1M +$1.29M +8,685 +4%
RPC
281
Rossmore Private Capital
Connecticut
$37M +$181K +1,219 +0.5%
DCM
282
Donaldson Capital Management
Indiana
$36.8M +$474K +3,187 +1%
AAS
283
Avantax Advisory Services
Texas
$36.6M -$128K -860 -0.3%
UCFA
284
United Capital Financial Advisors
Texas
$36.4M -$1.98M -13,326 -5%
DIA
285
Davidson Investment Advisors
Montana
$36.3M +$1.05M +7,034 +3%
TC
286
TownSquare Capital
Utah
$36.2M +$5.29M +35,525 +17%
KBC Group
287
KBC Group
Belgium
$36.2M +$11.3M +75,982 +45%
Two Sigma Advisers
288
Two Sigma Advisers
New York
$36.2M +$33.7M +226,707 +1,202%
Connor, Clark & Lunn Investment Management (CC&L)
289
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$36.2M +$29.6M +199,148 +430%
FRM
290
Foundation Resource Management
Arkansas
$35.4M -$75.2K -505 -0.2%
GIA
291
Guyasuta Investment Advisors
Pennsylvania
$35.3M +$3.89M +26,130 +12%
PAG
292
Private Advisor Group
New Jersey
$35.2M -$743K -4,994 -2%
BCM
293
Becker Capital Management
Oregon
$35.1M -$245K -1,647 -0.7%
QCM
294
QRG Capital Management
Illinois
$35M -$1.52M -10,229 -4%
GT
295
Glenview Trust
Kentucky
$34.8M -$607K -4,079 -2%
X
296
Xponance
Pennsylvania
$34.7M +$271K +1,821 +0.8%
ZIC
297
ZWJ Investment Counsel
Georgia
$33.8M +$626K +4,209 +2%
WB
298
WesBanco Bank
West Virginia
$33.7M +$596K +4,004 +2%
LSV Asset Management
299
LSV Asset Management
Illinois
$33.7M -$994K -6,677 -3%
NAM
300
Nissay Asset Management
Japan
$33.6M +$329K +2,212 +1%

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.