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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
RA
3426
Rational Advisors
New York
$29K +$29.3K +197 New
UOTTAIMCU
3427
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$28.4K
WOC
3428
West Oak Capital
California
$27.5K +$133K +895 +5%
TWD
3429
True Wealth Design
Ohio
$27.1K -$774K -5,201 -97%
PFA
3430
Pathway Financial Advisers
Indiana
$26.5K +$577M +3,876,731 +15,750%
BFS
3431
Bare Financial Services
Pennsylvania
$26.2K
FGC
3432
Financial Gravity Companies
Texas
$25.6K +$25.9K +174 New
HC
3433
Hoese & Co
Minnesota
$24.7K
KOCAA
3434
Knights of Columbus Asset Advisors
Connecticut
$24.2K -$573K -3,848 -96%
PCM
3435
Penserra Capital Management
California
$22K -$92.8M -623,339 -100%
LD
3436
Lipe & Dalton
New York
$22K
RTL
3437
Red Tortoise LLC
Georgia
$21.9K +$4.17K +28 +23%
BMC
3438
Bear Mountain Capital
Washington
$21.9K
EA
3439
Evolution Advisers
Virginia
$19K
RWA
3440
Redmont Wealth Advisors
Illinois
$19K
LAM
3441
Lummis Asset Management
Texas
$18.7K
RWPA
3442
Richard W. Paul & Associates
Michigan
$18.7K +$149 +1 +0.8%
HCA
3443
Heck Capital Advisors
Wisconsin
$18.4K
FCG
3444
Financial Connections Group
California
$18K
FW
3445
Fairway Wealth
Ohio
$17.1K -$5.21K -35 -23%
ATC
3446
Advantage Trust Company
Kansas
$16.2K
OAJ
3447
Ogorek Anthony Joseph
New York
$16K -$1.19K -8 -7%
RF
3448
Robbins Farley
New Hampshire
$14.7K
DP
3449
Denver PWM
Colorado
$14K
EFP
3450
EnRich Financial Partners
Wisconsin
$14K

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.