We are live on ! Find out more
CVX icon

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
SFO
3326
Standard Family Office
South Dakota
$130K
FFL
3327
Financial Freedom LLC
Ohio
$128K +$893 +6 +0.7%
SHIM
3328
Stone House Investment Management
Pennsylvania
$127K
CCMI
3329
Creative Capital Management Investments
California
$126K
CYG
3330
Clean Yield Group
Vermont
$124K
AFWM
3331
Abich Financial Wealth Management
Virginia
$124K -$281K -1,888 -69%
CPA
3332
Capital Performance Advisors
California
$124K +$125K +841 New
GKIM
3333
GW&K Investment Management
Massachusetts
$123K -$744 -5 -0.6%
SIC
3334
SJS Investment Consulting
Ohio
$120K -$12.9K -87 -10%
Marshall Wace
3335
Marshall Wace
United Kingdom
$118K +$119K +800 New
CAM
3336
Creekmur Asset Management
Illinois
$117K -$4.46K -30 -4%
FFA
3337
Frazier Financial Advisors
Ohio
$115K -$40.5K -272 -26%
PG
3338
Proffitt & Goodson
Tennessee
$110K +$2.23K +15 +2%
MSFP
3339
Mark Sheptoff Financial Planning
Connecticut
$110K
PWMG
3340
Prestige Wealth Management Group
New Jersey
$108K
FWA
3341
FSC Wealth Advisors
New York
$108K +$744 +5 +0.7%
UIA
3342
Ulland Investment Advisors
Minnesota
$106K
IRAG
3343
Investment Research & Advisory Group
Georgia
$104K
HGA
3344
Hobbs Group Advisors
South Carolina
$101K -$493K -3,309 -83%
GC
3345
Garde Capital
Washington
$100K -$22.3K -150 -18%
MIM
3346
Macroview Investment Management
Maryland
$99.8K +$1.19K +8 +1%
HWM
3347
HighMark Wealth Management
Minnesota
$99.7K -$3.72K -25 -4%
TCG
3348
Transcendent Capital Group
Oklahoma
$98.2K -$21.4K -144 -18%
SWC
3349
Spectrum Wealth Counsel
Indiana
$97.8K -$182K -1,224 -65%
CTWM
3350
Cherry Tree Wealth Management
Minnesota
$95.7K

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.