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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
OIS
3551
Okabena Investment Services
Minnesota
-$313K -2,000 Closed
IWP
3552
Innova Wealth Partners
Pennsylvania
-$309K -1,976 Closed
MAM
3553
Mainsail Asset Management
Alabama
-$293K -1,876 Closed
SC
3554
Saturna Capital
Washington
-$290K -1,852 Closed
KBG
3555
Kahn Brothers Group
New York
-$282K -1,800 Closed
TC
3556
TradeLink Capital
Illinois
-$282K -1,800 Closed
PWM
3557
Prosperity Wealth Management
California
-$277K -1,771 Closed
FL
3558
Fort LP
Maryland
-$277K -1,769 Closed
BBA
3559
Baader Bank Aktiengesellschaft
Germany
-$233K -1,693 Closed
SWA
3560
Strata Wealth Advisors
Texas
-$262K -1,676 Closed
OL
3561
Optas LLC
Texas
-$262K -1,672 Closed
WCF
3562
West Coast Financial
California
-$262K -1,672 Closed
SFG
3563
SNS Financial Group
Minnesota
-$260K -1,661 Closed
CWM
3564
Cherrydale Wealth Management
New Jersey
-$258K -1,651 Closed
CWA
3565
Capital Wealth Alliance
Arizona
-$254K -1,625 Closed
NI
3566
NDVR Inc
Massachusetts
-$253K -1,620 Closed
AHC
3567
Anderson Hoagland & Co
Missouri
-$247K -1,613 Closed
CWP
3568
Curated Wealth Partners
California
-$251K -1,604 Closed
KWS
3569
Keystone Wealth Services
California
-$247K -1,581 Closed
BIM
3570
Bullseye Investment Management
Ohio
-$228K -1,579 Closed
A
3571
AJOVista
Massachusetts
-$246K -1,573 Closed
DM
3572
Deerfield Management
New York
-$244K -1,559 Closed
AFP
3573
Alpha Financial Partners
Kentucky
-$244K -1,557 Closed
LFG
3574
Leverty Financial Group
Wisconsin
-$243K -1,555 Closed
BBA
3575
Braun-Bostich & Associates
Pennsylvania
-$243K -1,554 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.