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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
GWMI
3451
Guardian Wealth Management (Illinois)
Illinois
$12.1K +$149 +1 +1%
TVWM
3452
Tower View Wealth Management
Wisconsin
$11.8K
MWA
3453
Moser Wealth Advisors
Washington
$11.8K
MBFW
3454
Morton Brown Family Wealth
Pennsylvania
$10K
RBC
3455
Roble Belko & Company
Pennsylvania
$10K
FA
3456
Financial Avengers
California
$9.91K
HF
3457
Halpern Financial
Virginia
$9.06K
FIM
3458
FWL Investment Management
Texas
$8.25K
KFP
3459
Keener Financial Planning
Texas
$8K -$10.7K -72 -55%
BBPWM
3460
Blue Bell Private Wealth Management
Pennsylvania
$7.22K +$1.94K +13 +36%
PS
3461
PayPay Securities
Japan
$6.92K +$1.04K +7 +18%
ETS
3462
ESL Trust Services
New York
$6.77K -$7K -47 -51%
CJH
3463
Christopher J. Hasenberg
Wisconsin
$6.25K
VWWMG
3464
Vermillion & White Wealth Management Group
Pennsylvania
$4.42K
DCM
3465
Disciplina Capital Management
Tennessee
$4.38K -$118K -795 -96%
HFM
3466
Harvest Fund Management
China
$4K -$58.9K -396 -93%
HCM
3467
Horrell Capital Management
Arkansas
$4K
ACA
3468
American Capital Advisory
Idaho
$3.98K -$595 -4 -13%
CAM
3469
ClariVest Asset Management
California
$3.91K
IA
3470
IFS Advisors
Kansas
$3.53K +$447 +3 +14%
GI
3471
GS Investments
Minnesota
$3.09K
DWA
3472
Dougherty Wealth Advisers
Minnesota
$2.94K
PPWM
3473
PFG Private Wealth Management
Florida
$2.36K -$8.19K -55 -77%
HFS
3474
Horizon Financial Services
North Carolina
$1.77K
A
3475
AlphaQuest
New York
$589 -$22.6K -152 -97%

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.