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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
WF
3526
Wayfinding Financial
Washington
-$733K -4,688 Closed
SCM
3527
Stevens Capital Management
Pennsylvania
-$725K -4,634 Closed
NFSG
3528
Newbridge Financial Services Group
Florida
-$717K -4,585 Closed
VCG
3529
Vantage Consulting Group
Virginia
-$716K -4,577 Closed
SP
3530
Saranac Partners
-$714K -4,566 Closed
AFT
3531
Alpha Family Trust
California
-$677K -4,330 Closed
DPIM
3532
Duff & Phelps Investment Management
Illinois
-$623K -3,980 Closed
SRSA
3533
S.R. Schill & Associates
Washington
-$621K -3,967 Closed
UWS
3534
Unique Wealth Strategies
Illinois
-$617K -3,913 Closed
SPA
3535
Sherbrooke Park Advisers
New York
-$591K -3,779 Closed
JSC
3536
Jackson Square Capital
California
-$586K -3,749 Closed
WWMSC
3537
Wagner Wealth Management (South Carolina)
South Carolina
-$553K -3,537 Closed
HFA
3538
Harbert Fund Advisors
Alabama
-$547K -3,500 Closed
SFFS
3539
Stonehage Fleming Financial Services
Jersey
-$529K -3,379 Closed
HOWA
3540
Heritage Oak Wealth Advisors
Florida
-$491K -3,136 Closed
WIM
3541
Warwick Investment Management
Texas
-$469K -2,996 Closed
Fiera Capital (Canada)
3542
Fiera Capital (Canada)
Quebec, Canada
-$460K -2,942 Closed
TWP
3543
Triad Wealth Partners
Kansas
-$436K -2,787 Closed
PWP
3544
Pursue Wealth Partners
California
-$424K -2,709 Closed
AC
3545
Avenir Corporation
Virginia
-$422K -2,695 Closed
TAS
3546
TIFF Advisory Services
Pennsylvania
-$402K -2,570 Closed
CP
3547
Camelot Portfolios
Ohio
-$380K -2,431 Closed
MWA
3548
Monograph Wealth Advisors
California
-$371K -2,370 Closed
WG
3549
Winton Group
United Kingdom
-$330K -2,112 Closed
RP
3550
Riverwater Partners
Wisconsin
-$324K -2,071 Closed

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.