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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
UW
3176
Unique Wealth
Florida
$236K -$2.08K -14 -0.9%
FEG
3177
Financial Enhancement Group
Indiana
$235K +$27.7K +186 +14%
PWS
3178
Peterson Wealth Services
Utah
$235K +$238K +1,597 New
AL
3179
ADE LLC
Maryland
$235K -$65.5K -440 -22%
NFA
3180
Northwest Financial Advisors
Virginia
$235K +$149 +1 +0.1%
WA
3181
Wealthstream Advisors
New York
$235K -$6.25K -42 -3%
WFA
3182
Websterrogers Financial Advisors
South Carolina
$235K +$595 +4 +0.3%
LFG
3183
Lockerman Financial Group
California
$234K -$67.9K -456 -22%
FWM
3184
Fonville Wealth Management
Virginia
$233K +$236K +1,584 New
LA
3185
Lifeworks Advisors
Michigan
$233K +$235K +1,580 New
HHAA
3186
Henry H. Armstrong Associates
Pennsylvania
$232K -$14.9K -100 -6%
HHRDM
3187
H&H Retirement Design & Management
Nevada
$232K
GWA
3188
GGM Wealth Advisors
Maryland
$230K +$6.55K +44 +3%
LFA
3189
Longview Financial Advisors
Alabama
$230K -$2.23K -15 -0.9%
4WM
3190
4J Wealth Management
Virginia
$230K
PM
3191
Penbrook Management
New York
$229K
RA
3192
Rise Advisors
New York
$229K -$25.3K -170 -10%
MCA
3193
Magnolia Capital Advisors
Mississippi
$229K +$20.1K +135 +10%
SCM
3194
Sage Capital Management
New Jersey
$228K
ARC
3195
Advisor Resource Council
Texas
$228K +$230K +1,548 New
TPW
3196
Talon Private Wealth
Florida
$228K +$230K +1,548 New
SGC
3197
Slocum, Gordon & Co
Rhode Island
$228K
OWM
3198
Opes Wealth Management
California
$228K -$9.53K -64 -4%
PIAS
3199
PCA Investment Advisory Services
Ohio
$227K +$32.7K +220 +17%
CA
3200
Centerpoint Advisors
Massachusetts
$227K -$2.68K -18 -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.