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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
BFS
3376
Burkett Financial Services
South Carolina
$69K +$893 +6 +1%
RAM
3377
Ramirez Asset Management
New York
$68.3K
TC
3378
Trust Company
Kansas
$68.2K -$56.4K -379 -45%
RWM
3379
Ruedi Wealth Management
Illinois
$67.6K
TC
3380
Tacita Capital
Ontario, Canada
$66.9K +$9.68K +65 +17%
BIM
3381
Breakwater Investment Management
Washington
$66.7K
MSWM
3382
Mowery & Schoenfeld Wealth Management
Illinois
$66.4K +$9.82K +66 +17%
CMA
3383
Cedar Mountain Advisors
Oregon
$66.4K +$595 +4 +0.9%
WPWM
3384
Western Pacific Wealth Management
Illinois
$66.2K +$447 +3 +0.7%
CH
3385
Canton Hathaway
Rhode Island
$66K
MSG
3386
Main Street Group
Virginia
$64.8K -$14.6K -98 -18%
FFWM
3387
Future Financial Wealth Management
Ohio
$63.9K +$64.6K +434 New
RWM
3388
Reston Wealth Management
Virginia
$63.9K +$64.6K +434 New
DFA
3389
DHJJ Financial Advisors
Illinois
$59.9K
AT
3390
Avalon Trust
New Mexico
$56.4K
RFG
3391
REAP Financial Group
Texas
$56.2K -$7K -47 -11%
MWA
3392
MFA Wealth Advisors
Pennsylvania
$55.4K
RCM
3393
Richardson Capital Management
Wisconsin
$53.8K
JFG
3394
JDM Financial Group
Texas
$53.5K +$17.3K +116 +47%
WAG
3395
Wiser Advisor Group
Arizona
$51.9K +$1.64K +11 +3%
RF
3396
Robinswood Financial
Washington
$49.5K +$744 +5 +2%
GIM
3397
Gold Investment Management
Alberta, Canada
$48.6K
LFASL
3398
Lugano Financial Advisors SA (LFA)
Switzerland
$48.6K
AWA
3399
Authentikos Wealth Advisory
California
$48.5K +$49K +329 New
NI
3400
NCP Inc
California
$48.2K +$298 +2 +0.6%

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.