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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
RAM
3401
Riggs Asset Management
Pennsylvania
$48.2K -$595 -4 -1%
SWM
3402
Sanctuary Wealth Management
Idaho
$47.9K +$48.4K +325 New
PA
3403
Pineridge Advisors
Missouri
$47.7K -$1.04K -7 -2%
QL
3404
Quarry LP
New York
$47.1K -$13.5K -91 -22%
LFA
3405
Livelsberger Financial Advisory
Ohio
$46.9K +$47.3K +318 New
SRCM
3406
Signature Resources Capital Management
California
$45.1K
NL
3407
NVWM LLC
Pennsylvania
$44.8K -$20.8K -140 -32%
DF
3408
DecisionPoint Financial
Arizona
$44.2K
SOW
3409
State of Wyoming
Wyoming
$43K +$43.5K +292 New
DI
3410
DAGCO Inc
Ohio
$42.4K +$595 +4 +1%
BAM
3411
Byrne Asset Management
New Jersey
$42K -$5.95K -40 -12%
CWA
3412
Carolina Wealth Advisors
South Carolina
$42K +$6.85K +46 +19%
CIR
3413
Clear Investment Research
Georgia
$41.2K +$595 +4 +1%
GWSA
3414
Global Wealth Strategies & Associates
Colorado
$37.5K -$8.19K -55 -18%
LIA
3415
Luken Investment Analytics
Tennessee
$36.8K
VWA
3416
Valued Wealth Advisors
Utah
$36.1K -$88.6K -595 -71%
CJL
3417
Cyrus J. Lawrence
New York
$36K
IAIM
3418
International Assets Investment Management
Florida
$33.3K +$726M +4,876,260 +19,404%
DWM
3419
Darwin Wealth Management
Florida
$30.5K +$30.8K +207 New
PIS
3420
POM Investment Strategies
North Carolina
$30.3K -$38K -255 -55%
ACM
3421
Anfield Capital Management
California
$29.9K -$2.23K -15 -7%
KHC
3422
Koesten Hirschmann & Crabtree
Kansas
$29.5K
APW
3423
Atlantic Private Wealth
North Carolina
$29.5K +$29.8K +200 New
LIS
3424
Legacy Investment Solutions
Idaho
$29K +$27.2K +183 New
LWMI
3425
Legacy Wealth Management (Idaho)
Idaho
$29K +$27.2K +183 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.