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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
NWM
3101
Northwest Wealth Management
Iowa
$260K -$17.6K -118 -6%
MWM
3102
Mascoma Wealth Management
New Hampshire
$260K
LGG
3103
Luts & Greenleigh Group
Maryland
$260K -$68K -457 -21%
WAM
3104
Worth Asset Management
Texas
$260K
SSWM
3105
Strait & Sound Wealth Management
California
$260K -$288K -1,938 -52%
PA
3106
Planning Alternatives
Michigan
$260K -$3.27K -22 -1%
RCM
3107
Ridgepath Capital Management
Tennessee
$259K +$2.98K +20 +1%
BA
3108
BCM Advisors
Louisiana
$259K -$5.21K -35 -2%
OCM
3109
Osterweis Capital Management
California
$258K -$20.8K -140 -7%
AFS
3110
Axiom Financial Strategies
Indiana
$257K +$260K +1,748 New
IPWA
3111
International Private Wealth Advisors
California
$257K -$8.78K -59 -3%
AIA
3112
Arbor Investment Advisors
North Carolina
$257K
AFGAS
3113
Allegiance Financial Group Advisory Services
Virginia
$257K -$14.3K -96 -5%
GCIM
3114
Gunn & Company Investment Management
Florida
$256K -$2.02M -13,603 -89%
VFP
3115
Verus Financial Partners
Virginia
$256K -$7.29K -49 -3%
IAG
3116
Investment Advisory Group
Massachusetts
$256K +$5.36K +36 +2%
HWA
3117
HHM Wealth Advisors
Tennessee
$255K -$54.6K -367 -17%
OAS
3118
Optivise Advisory Services
Tennessee
$255K -$125K -841 -33%
RLWM
3119
RF&L Wealth Management
Massachusetts
$254K
SCA
3120
Southern Capital Advisors
Tennessee
$253K -$124K -832 -33%
PFWA
3121
Paces Ferry Wealth Advisors
Georgia
$253K -$110K -738 -30%
SFC
3122
Strategic Financial Concepts
Texas
$252K -$38.2M -256,330 -99%
AIA
3123
AIMZ Investment Advisors
California
$252K +$48.7K +327 +24%
RMCM
3124
Reynders McVeigh Capital Management
Massachusetts
$252K +$28.6K +192 +13%
AIA
3125
Accelerate Investment Advisors
California
$252K +$254K +1,709 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.