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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
EL
3276
EWA LLC
Pennsylvania
$203K -$9.82K -66 -5%
DCBT
3277
Dakota Community Bank & Trust
North Dakota
$202K -$54.6K -367 -21%
AFA
3278
American Financial Advisors
Georgia
$202K +$5.8K +39 +3%
MFGM
3279
Marshall Financial Group (Maryland)
Maryland
$202K +$204K +1,372 New
FA
3280
Fiducient Advisors
Illinois
$202K -$7.29K -49 -3%
JCM
3281
Jag Capital Management
Missouri
$201K +$9.97K +67 +5%
NG
3282
Northstar Group
New York
$201K
SC
3283
Stephenson & Company
California
$200K
TLCM
3284
Twin Lakes Capital Management
California
$199K
JSAM
3285
J. Safra Asset Management
New York
$197K +$46.3K +311 +30%
MWA
3286
Miller Wealth Advisors
Colorado
$194K +$1.64K +11 +0.9%
FAM
3287
Flaharty Asset Management
Florida
$193K
MFT
3288
Moisand Fitzgerald Tamayo
Florida
$192K +$60.1K +404 +45%
CFG
3289
CKW Financial Group
Hawaii
$192K +$298 +2 +0.2%
NMM
3290
Naples Money Management
Florida
$188K -$50.6K -340 -21%
BAM
3291
Bellevue Asset Management
Washington
$186K +$1.79K +12 +1%
WWP
3292
WR Wealth Planners
Missouri
$186K -$2.83K -19 -1%
VC
3293
Vestor Capital
Illinois
$186K
EBA
3294
Eagle Bay Advisors
New York
$185K -$8.78K -59 -4%
LFA
3295
Laraway Financial Advisors
Minnesota
$183K
AA
3296
AlphaMark Advisors
Kentucky
$182K +$30.1K +202 +20%
OWP
3297
ORG Wealth Partners
Texas
$182K +$183K +1,232 New
TC
3298
Truvestments Capital
Florida
$180K +$181K +1,219 New
CWM
3299
Cranbrook Wealth Management
Michigan
$171K +$21K +141 +14%
MCI
3300
MRP Capital Investments
Georgia
$169K +$171K +1,148 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.