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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
WWP
3226
Waypoint Wealth Partners
California
$219K -$303K -2,039 -58%
CM
3227
Columbus Macro
Pennsylvania
$219K -$18.6K -125 -8%
BRG
3228
Bay Rivers Group
Virginia
$218K +$29.8K +200 +16%
MF
3229
Montis Financial
Massachusetts
$218K +$2.68K +18 +1%
IFA
3230
Interactive Financial Advisors
Illinois
$217K
HWM
3231
Hemington Wealth Management
Virginia
$217K +$217K +1,459 New
WAOI
3232
Wealth Advisors of Iowa
Iowa
$215K -$95.6K -642 -31%
USWIA
3233
UP Strategic Wealth Investment Advisors
Pennsylvania
$215K +$217K +1,457 New
CP
3234
Capital Planning
Washington
$214K +$217K +1,456 New
HB
3235
Horizon Bancorp
Indiana
$214K +$33.6K +226 +18%
WFA
3236
Wade Financial Advisory
California
$214K
HIF
3237
Hill Island Financial
Michigan
$214K
MWA
3238
Motive Wealth Advisors
Michigan
$213K
CCAL
3239
City Center Advisors LLC
Michigan
$213K -$181K -1,216 -46%
VF
3240
VitalStone Financial
Texas
$212K -$11.2K -75 -5%
C
3241
Covestor
United Kingdom
$212K +$7K +47 +3%
DI
3242
DDFG Inc
California
$212K +$214K +1,439 New
P
3243
Paradiem
Louisiana
$212K
HPIA
3244
Hamilton Point Investment Advisors
North Carolina
$212K
FIM
3245
Fernwood Investment Management
Massachusetts
$211K
TCM
3246
TruNorth Capital Management
Michigan
$211K +$29.5K +198 +16%
DIS
3247
Diversified Investment Strategies
Louisiana
$211K
PP
3248
Pegasus Partners
Wisconsin
$211K
ME
3249
McIlrath & Eck
Washington
$211K +$11.6K +78 +6%
AMCA
3250
Arthur M. Cohen & Associates
Illinois
$210K

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.