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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
ACM
3126
Advance Capital Management
Michigan
$251K -$12.9K -87 -5%
CAM
3127
Clark Asset Management
New Hampshire
$251K +$253K +1,702 New
BONST
3128
Bank of Nova Scotia Trust
Ontario, Canada
$250K -$2.38K -16 -0.9%
SC
3129
Sykon Capital
New York
$250K
JWM
3130
Jupiter Wealth Management
Colorado
$250K +$149K +1,000 +143%
PCS
3131
Private Client Services
Kentucky
$250K +$6.85K +46 +3%
SFA
3132
Seneca Financial Advisors
New York
$250K
BCIM
3133
Bishop & Co Investment Management
Pennsylvania
$250K
PWA
3134
Phoenix Wealth Advisors
North Carolina
$249K -$380K -2,550 -60%
FIC
3135
Family Investment Center
Missouri
$249K
CC
3136
Constitution Capital
Connecticut
$249K -$415K -2,785 -62%
WDL
3137
Well Done LLC
Michigan
$249K -$423K -2,843 -63%
SSW
3138
Stone Summit Wealth
Florida
$249K
PFA
3139
Petra Financial Advisors
Colorado
$249K +$251K +1,688 New
BHA
3140
Beech Hill Advisors
New York
$248K -$59.5K -400 -19%
CCA
3141
Carrera Capital Advisors
Michigan
$248K +$2.98K +20 +1%
AIS
3142
AM Investment Strategies
Tennessee
$247K -$10.1K -68 -1%
PAG
3143
Private Advisory Group
Washington
$247K +$249K +1,675 New
LGW
3144
Leslie Global Wealth
Illinois
$246K -$29.9K -201 -11%
KFSC
3145
Keystone Financial Services (Colorado)
Colorado
$246K -$41.7K -280 -14%
OPPS
3146
Obsidian Personal Planning Solutions
Maryland
$245K -$1.19K -8 -0.5%
BI
3147
Ballast Inc
Kentucky
$245K -$4.02K -27 -2%
SP
3148
Symmetry Partners
Connecticut
$245K -$1.61M -10,822 -87%
BIA
3149
Benchmark Investment Advisors
Illinois
$245K -$102K -685 -29%
SRWM
3150
Shira Ridge Wealth Management
California
$244K -$63.1K -424 -20%

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.