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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
NA
3351
Nordwand Advisors
Pennsylvania
$94.7K
FC
3352
Fairscale Capital
New Hampshire
$93.2K
WCM
3353
Westend Capital Management
California
$91.7K
MCM
3354
MidAtlantic Capital Management
Virginia
$91.2K
LWA
3355
Lowe Wealth Advisors
Maryland
$91K
DCM
3356
Davis Capital Management
Florida
$91K +$7.74K +52 +9%
SC
3357
Swan Capital
Florida
$87.9K
CPG
3358
Cornerstone Planning Group
New Jersey
$85.9K -$7.44K -50 -8%
DPW
3359
DiNuzzo Private Wealth
Pennsylvania
$83.7K +$447 +3 +0.5%
DF
3360
Dunhill Financial
United Kingdom
$82.4K +$29K +195 +53%
HWP
3361
Highline Wealth Partners
California
$82.3K -$15.6K -105 -16%
DWM
3362
Dogwood Wealth Management
Kansas
$81.9K +$893 +6 +1%
CWM
3363
CarsonAllaria Wealth Management
Illinois
$81.5K +$2.98K +20 +4%
TCM
3364
Tradewinds Capital Management
Washington
$78.9K -$5.95K -40 -7%
GAG
3365
Goodman Advisory Group
Massachusetts
$77.5K +$4.02K +27 +5%
FG
3366
Fairman Group
Pennsylvania
$75.4K
Walleye Trading
3367
Walleye Trading
New York
$73.6K -$9.38K -63 -11%
LI
3368
Louisbourg Investments
New Brunswick, Canada
$73.6K
AFS
3369
Annapolis Financial Services
Maryland
$73.6K +$744 +5 +1%
PWMG
3370
Private Wealth Management Group
New Jersey
$73.5K -$8.93K -60 -11%
SC
3371
Stephens Consulting
Michigan
$72.9K -$9.97K -67 -12%
BFP
3372
Briaud Financial Planning
Texas
$71K
VFIC
3373
Valley Forge Investment Consultants
Pennsylvania
$70.7K +$44.7K +300 +167%
KWAG
3374
Kiely Wealth Advisory Group
North Carolina
$69.3K
TCM
3375
Tributary Capital Management
Nebraska
$69.2K -$2.98K -20 -4%

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.