We are live on ! Find out more
CVX icon

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
MECA
3076
Miller Equity Capital Advisors
Texas
$268K
WWM
3077
Wolff Wiese Magana
California
$268K +$5.51K +37 +2%
ASG
3078
Ariston Services Group
California
$268K
FFIC
3079
First Fiduciary Investment Counsel
Ohio
$268K
VF
3080
Vawter Financial
Ohio
$268K +$29.8K +200 +12%
BWA
3081
BlueChip Wealth Advisors
Georgia
$267K +$3.27K +22 +1%
AIA
3082
Affinity Investment Advisors
California
$266K -$10.4K -70 -4%
RW
3083
REDW Wealth
New Mexico
$266K +$15.6K +105 +6%
LFS
3084
Legacy Financial Strategies
Kansas
$266K +$269K +1,806 New
SI
3085
SCP Investment
California
$265K -$447K -3,000 -63%
CKAIS
3086
Christensen King & Associates Investment Services
Washington
$264K
IA
3087
Insight Advisors
Pennsylvania
$264K -$10.1K -68 -4%
TPW
3088
Transatlantique Private Wealth
New York
$264K
TIA
3089
Tandem Investment Advisors
South Carolina
$264K +$267K +1,793 New
FFA
3090
Fragasso Financial Advisors
Pennsylvania
$264K +$35.1K +236 +15%
IRC
3091
Investors Research Corp
Georgia
$263K
KCM
3092
Kendall Capital Management
Maryland
$263K
GAM
3093
Gould Asset Management
California
$263K +$266K +1,788 New
HWMC
3094
Heritage Wealth Management (California)
California
$263K -$3.57K -24 -1%
CAL
3095
Capital Advisors Ltd
Ohio
$263K +$25.5K +171 +11%
SMA
3096
Seven Mile Advisory
New Jersey
$263K -$59.5K -400 -18%
LCM
3097
Liberty Capital Management
Michigan
$262K -$41.5K -279 -14%
MAG
3098
M3 Advisory Group
Massachusetts
$261K -$4.76K -32 -2%
WWG
3099
West Wealth Group
California
$261K +$263K +1,770 New
NCM
3100
Next Capital Management
New York
$260K -$36.3K -244 -12%

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.