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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
SPWG
3251
Syntegra Private Wealth Group
Missouri
$210K -$94.7K -636 -31%
AWM
3252
Arista Wealth Management
Nevada
$210K +$1.94K +13 +0.9%
SIA
3253
Strategic Investment Advisors
Michigan
$210K -$28.7K -193 -12%
FPIS
3254
Financial Planning & Information Services
Wisconsin
$210K -$11.5K -77 -5%
CWM
3255
Collaborative Wealth Management
Florida
$210K -$595 -4 -0.3%
PP
3256
PFS Partners
New Jersey
$209K -$8.34K -56 -4%
PP
3257
PrairieView Partners
Minnesota
$209K -$595K -4,000 -74%
CCM
3258
Chiron Capital Management
Florida
$209K +$5.8K +39 +3%
SIMC
3259
Squire Investment Management Company
Utah
$208K +$211K +1,415 New
WCA
3260
Waypoint Capital Advisors
Minnesota
$208K +$210K +1,410 New
LC
3261
Lavaca Capital
Texas
$207K +$14.9K +100 +8%
AF
3262
AtlasMark Financial
Texas
$207K +$209K +1,404 New
FWI
3263
Facet Wealth Inc
Maryland
$207K +$201K +1,351 New
M1FG
3264
Mach-1 Financial Group
Arkansas
$207K -$3.01M -20,254 -94%
PIWA
3265
Prevail Innovative Wealth Advisors
Kansas
$206K -$2.45M -16,456 -92%
SIAM
3266
Sterling Investment Advisors (Missouri)
Missouri
$206K
SHJ
3267
Sharkey, Howes & Javer
Colorado
$205K -$24K -161 -10%
AC
3268
Annandale Capital
Texas
$205K
SCM
3269
Sollinda Capital Management
Florida
$205K +$207K +1,389 New
I
3270
INVST
Indiana
$204K -$31K -208 -13%
TFA
3271
Trinity Financial Advisors
Ohio
$204K +$595 +4 +0.3%
SGAM
3272
Smith Group Asset Management
Texas
$204K -$3.72K -25 -2%
IHL
3273
Investment House LLC
California
$204K +$206K +1,383 New
KA
3274
Kercheville Advisors
Texas
$203K -$14.9K -100 -7%
TI
3275
Truepoint Inc
Ohio
$203K +$205K +1,377 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.