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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
TF
3051
Theory Financial
Colorado
$279K
TFP
3052
Tilia Fiduciary Partners
North Carolina
$279K +$19.9K +134 +8%
MPM
3053
MBB Public Markets
Illinois
$278K -$18.3M -122,930 -98%
PEA
3054
Park Edge Advisors
Ohio
$278K
WCM
3055
WealthBridge Capital Management
Ohio
$277K -$11K -74 -4%
FPTW
3056
Franklin, Parlapiano, Turner & Welch
Texas
$277K
JCM
3057
Jacobsen Capital Management
Utah
$277K -$24K -161 -8%
YWS
3058
Yarger Wealth Strategies
Ohio
$276K +$4.17K +28 +2%
MWA
3059
Martel Wealth Advisors
Washington
$276K
KIG
3060
Kennedy Investment Group
New Jersey
$275K +$1.49K +10 +0.5%
OIC
3061
Orion Investment Company
Missouri
$275K
TB
3062
Terril Brothers
Missouri
$274K -$27.1K -182 -9%
FWM
3063
Focused Wealth Management
New York
$273K +$2.08K +14 +0.8%
VAMG
3064
Voisard Asset Management Group
Michigan
$272K +$29.2K +196 +12%
AWM
3065
AAF Wealth Management
Massachusetts
$272K -$68.2K -458 -20%
RTC
3066
Riverview Trust Company
Washington
$272K -$27.7K -186 -9%
SFM
3067
Signet Financial Management
New Jersey
$272K -$3.57K -24 -1%
KF
3068
KKM Financial
Illinois
$271K
VCM
3069
Vivaldi Capital Management
Illinois
$271K +$3.42K +23 +1%
HCM
3070
Hilton Capital Management
New York
$271K -$90.2K -606 -25%
BWA
3071
Burt Wealth Advisors
Maryland
$270K -$10.6K -71 -4%
FDCP
3072
Foster Dykema Cabot & Partners
Massachusetts
$270K +$165K +1,108 +152%
ES
3073
Eagle Strategies
New York
$270K +$19.8K +133 +8%
S
3074
SimplyRich
California
$269K
AA
3075
Acorns Advisers
California
$269K +$272K +1,828 New

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.