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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
MAM
3026
McLean Asset Management
Virginia
$289K -$4.61K -31 -2%
DA
3027
Dash Acquisitions
California
$289K
KNW
3028
Kesler Norman & Wride
Utah
$289K +$47.6K +320 +19%
STB
3029
S&T Bank
Pennsylvania
$288K
BP
3030
Broadleaf Partners
Ohio
$288K
FI
3031
Financial Insights
Washington
$287K -$12.2K -82 -4%
BWG
3032
Boomfish Wealth Group
Georgia
$287K +$4.46K +30 +2%
HC
3033
Henshaw Capital
Massachusetts
$286K
AGA
3034
Arkos Global Advisors
Texas
$286K +$1.34K +9 +0.5%
Harris Associates
3035
Harris Associates
Illinois
$285K +$7.74K +52 +3%
CA
3036
Claris Advisors
Missouri
$285K
AWM
3037
AllSquare Wealth Management
New York
$284K
TCB
3038
Texas Capital Bancshares
Texas
$284K -$1.64K -11 -0.6%
BDF
3039
Black Diamond Financial
Maryland
$284K +$447 +3 +0.2%
KBFS
3040
Kohmann Bosshard Financial Services
Ohio
$283K -$48.2K -324 -14%
SCG
3041
Sonata Capital Group
Washington
$283K -$8.63K -58 -3%
CFS
3042
CGC Financial Services
Oregon
$282K +$298 +2 +0.1%
BTWM
3043
Brass Tax Wealth Management
Ohio
$282K +$62.1K +417 +28%
OWA
3044
Opal Wealth Advisors
New York
$281K -$48.1K -323 -14%
RB
3045
Renasant Bank
Mississippi
$281K +$47.6K +320 +20%
SFG
3046
Sunburst Financial Group
Alabama
$281K +$1.94K +13 +0.7%
KW
3047
KWB Wealth
California
$280K
GWM
3048
GDS Wealth Management
Texas
$280K -$89.8K -603 -24%
NEWAS
3049
N.E.W. Advisory Services
Wisconsin
$280K +$70.1K +471 +33%
FP
3050
Fiduciary Planning
Florida
$280K +$2.83K +19 +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.