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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
PIFP
2976
Partners in Financial Planning
Virginia
$313K
RAG
2977
RIA Advisory Group
Iowa
$313K +$316K +2,123 New
RW
2978
Rede Wealth
Virginia
$312K +$149 +1 +0%
WCWM
2979
Wooster Corthell Wealth Management
Connecticut
$312K
CWM
2980
Campbell Wealth Management
Virginia
$309K +$313K +2,100 New
FL
2981
FreeGulliver LLC
Louisiana
$309K +$57K +383 +22%
FIBT
2982
First International Bank & Trust
North Dakota
$309K +$30.2K +203 +11%
TCMP
2983
Thrive Capital Management (Pennsylvania)
Pennsylvania
$308K -$47.6K -320 -13%
BIA
2984
Bell Investment Advisors
California
$308K -$121K -814 -28%
KNFPWM
2985
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$307K -$1.94K -13 -0.6%
CBOR
2986
Community Bank of Raymore
Missouri
$307K
FP
2987
Financial Perspectives
Minnesota
$307K
FFG
2988
Fortem Financial Group
California
$307K -$130K -873 -30%
CP
2989
Castleview Partners
Texas
$306K -$32.4K -218 -9%
SWP
2990
ShoreHaven Wealth Partners
New Jersey
$306K -$32.4K -218 -9%
UL
2991
Unionview LLC
Washington
$306K +$1.79K +12 +0.6%
JJBC
2992
James J. Burns & Company
New York
$306K +$11.5K +77 +4%
SPL
2993
Smart Portfolios LLC
Washington
$306K
BFO
2994
Biltmore Family Office
North Carolina
$304K +$26.9K +181 +10%
NPF
2995
Norris Perne & French
Michigan
$303K -$45.5K -306 -13%
NCTC
2996
New Covenant Trust Company
Indiana
$302K
WFS
2997
Walker Financial Services
Kentucky
$302K +$31.7K +213 +12%
MWP
2998
Meridian Wealth Partners
Pennsylvania
$302K -$59.4K -399 -16%
FWP
2999
Falcon Wealth Planning
California
$302K -$9.23K -62 -3%
PHAM
3000
Palisades Hudson Asset Management
Florida
$301K -$2.68K -18 -0.9%

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.