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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
SC
3001
Slow Capital
California
$301K +$6.1K +41 +2%
PIMG
3002
Patriot Investment Management Group
Tennessee
$300K
GWA
3003
Gratus Wealth Advisors
Virginia
$300K
WH
3004
Willner & Heller
California
$299K -$2.23K -15 -0.7%
MLA
3005
MB, Levis & Associates
Pennsylvania
$299K +$1.49K +10 +0.5%
PRI
3006
Prepared Retirement Institute
Pennsylvania
$299K -$26K -175 -8%
FCFC
3007
First Citizens Financial Corp
Iowa
$299K -$1.49K -10 -0.5%
IWA
3008
IVC Wealth Advisors
Pennsylvania
$298K -$1.94K -13 -0.6%
WIA
3009
Wetzel Investment Advisors
Indiana
$298K +$149 +1 +0%
AWA
3010
Acorn Wealth Advisors
Michigan
$298K +$5.8K +39 +2%
GA
3011
Goldstein Advisors
Wisconsin
$297K -$5.06K -34 -2%
WPW
3012
Watershed Private Wealth
Illinois
$297K -$149 -1 -0%
KWM
3013
KFG Wealth Management
Indiana
$297K +$30.2K +203 +11%
MCC
3014
Maiden Cove Capital
Maine
$296K +$299K +2,011 New
CMTU
3015
Capital Markets Trading (UK)
United Kingdom
$296K +$299K +2,012 New
KOC
3016
Koss-Olinger Consulting
Florida
$295K -$4.76K -32 -2%
MGWM
3017
Marks Group Wealth Management
Minnesota
$295K -$15K -101 -5%
BFAG
3018
Blackston Financial Advisory Group
Florida
$294K +$298K +2,000 New
GPW
3019
Gentry Private Wealth
Kansas
$294K +$2.53K +17 +0.9%
CFA
3020
Cahill Financial Advisors
Minnesota
$293K -$10.1K -68 -3%
ACM
3021
Armbruster Capital Management
New York
$293K +$14.4K +97 +5%
SFA
3022
Source Financial Advisors
New York
$293K -$24.9K -167 -8%
AWC
3023
Adamsbrown Wealth Consultants
Kansas
$292K -$9.97K -67 -3%
DWS
3024
Dynamic Wealth Strategies
California
$291K -$893 -6 -0.3%
HWMT
3025
Heritage Wealth Management (Texas)
Texas
$289K +$447 +3 +0.2%

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.