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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
MCM
3301
MV Capital Management
Maryland
$167K -$89.8K -603 -35%
TFM
3302
TFC Financial Management
Massachusetts
$167K +$5.21K +35 +3%
CAM
3303
Clarity Asset Management
Iowa
$167K +$298 +2 +0.2%
LJHT
3304
Laurie J. Hall Trustee
$166K
WI
3305
Wintrust Investments
Illinois
$165K -$1.39M -9,359 -89%
CIAS
3306
CBIZ Investment Advisory Services
Ohio
$164K
VFA
3307
Values First Advisors
Tennessee
$163K +$165K +1,107 New
RDIA
3308
RE Dickinson Investment Advisors
Iowa
$157K
OBWP
3309
O'Brien Wealth Partners
Massachusetts
$156K -$2.23K -15 -1%
APC
3310
Aspire Private Capital
North Carolina
$155K +$1.19K +8 +0.8%
BP
3311
BNP Paribas
France
$154K -$119K -800 -43%
AP
3312
Aspect Partners
Virginia
$149K +$1.49K +10 +1%
CSC
3313
Cove Street Capital
California
$147K
SCA
3314
Stuart Chaussee & Associates
California
$147K
RWML
3315
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$146K -$5.36K -36 -3%
NMG
3316
New Millennium Group
Utah
$145K -$744 -5 -0.5%
PFG
3317
Peterson Financial Group
Iowa
$143K +$145K +971 New
AWM
3318
Abound Wealth Management
Tennessee
$140K +$21.4K +144 +18%
IHWM
3319
Iron Horse Wealth Management
Iowa
$139K +$7.59K +51 +6%
WCMN
3320
Westchester Capital Management (Nebraska)
Nebraska
$137K
TCM
3321
TD Capital Management
Tennessee
$135K +$149 +1 +0.1%
RP
3322
Raelipskie Partnership
Ontario, Canada
$135K +$7.44K +50 +6%
W
3323
WealthCollab
Washington
$134K -$48.5K -326 -26%
DEM
3324
Disciplined Equity Management
Florida
$133K
SFCL
3325
Strengthening Families & Communities LLC
Massachusetts
$132K +$447 +3 +0.3%

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.