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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
ICM
3201
Intrepid Capital Management
Florida
$227K +$7.29K +49 +3%
CAAM
3202
Cornerstone Advisors Asset Management
Pennsylvania
$227K
EWM
3203
Executive Wealth Management
Michigan
$226K +$229K +1,538 New
OKSA
3204
O'Keefe Stevens Advisory
New York
$226K +$15.8K +106 +7%
LRIA
3205
Leonard Rickey Investment Advisors
Washington
$226K -$158K -1,064 -41%
CC
3206
Capstone Capital
Nevada
$226K -$3.57K -24 -2%
BMCM
3207
Burns Matteson Capital Management
New York
$225K
LIA
3208
LifePlan Investment Advisors
North Carolina
$225K +$6.25K +42 +3%
FWM
3209
ForthRight Wealth Management
Georgia
$225K +$7.29K +49 +3%
CWA
3210
Cascade Wealth Advisors
Washington
$224K
MCM
3211
Mitchell Capital Management
Kansas
$224K -$5.66K -38 -2%
OCPWS
3212
One Charles Private Wealth Services
Massachusetts
$224K -$2.53K -17 -1%
PFA
3213
Pathway Financial Advisors
Vermont
$223K -$55.7K -374 -20%
WCFA
3214
Walkner Condon Financial Advisors
Wisconsin
$223K -$137K -921 -38%
MCIA
3215
Mountain Capital Investment Advisors
Colorado
$223K +$214K +1,436 New
WLIM
3216
White Lighthouse Investment Management
Massachusetts
$223K +$225K +1,514 New
VI
3217
VanderPol Investments
Michigan
$223K -$11.5K -77 -5%
CCM
3218
Check Capital Management
California
$222K +$1.49K +10 +0.7%
CIS
3219
Continental Investors Services
Washington
$222K -$8.48K -57 -4%
SFPG
3220
Stonebridge Financial Planning Group
Florida
$221K
FNBOH
3221
First National Bank of Hutchinson
Kansas
$221K
R
3222
Rebalance
California
$221K
AWA
3223
Aletheian Wealth Advisors
Washington
$220K -$559K -3,753 -71%
GAM
3224
Groupama Asset Management
France
$220K -$32.5M -218,172 -99%
CWM
3225
Centurion Wealth Management
Virginia
$219K +$221K +1,488 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.