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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
CCC
3576
Chesapeake Capital Corp
Florida
-$243K -1,553 Closed
MWM
3577
Meritas Wealth Management
California
-$236K -1,507 Closed
ZIMP
3578
Zimmermann Investment Management & Planning
Pennsylvania
-$235K -1,505 Closed
ACA
3579
Atlas Capital Advisors
Wyoming
-$235K -1,500 Closed
PWA
3580
PCG Wealth Advisors
Kansas
-$233K -1,490 Closed
ECG
3581
EPIQ Capital Group
California
-$231K -1,478 Closed
OWMIAS
3582
One Wealth Management Investment & Advisory Services
Florida
-$225K -1,440 Closed
MS
3583
Mizuho Securities
Japan
-$222K -1,420 Closed
HIG
3584
Heritage Investment Group
Florida
-$219K -1,401 Closed
MHS
3585
M Holdings Securities
Oregon
-$219K -1,401 Closed
1WM
3586
1858 Wealth Management
Ohio
-$218K -1,395 Closed
OFW
3587
Omnia Family Wealth
Florida
-$218K -1,392 Closed
CWA
3588
Consilio Wealth Advisors
Washington
-$217K -1,390 Closed
DW30
3589
Drucker Wealth 3.0
New Jersey
-$216K -1,383 Closed
VBWMG
3590
Von Berge Wealth Management Group
California
-$216K -1,382 Closed
QCIG
3591
Quad-Cities Investment Group
Iowa
-$215K -1,377 Closed
SWP
3592
Semus Wealth Partners
Florida
-$215K -1,374 Closed
TW
3593
Traveka Wealth
California
-$215K -1,372 Closed
HIM
3594
Hanlon Investment Management
New Jersey
-$213K -1,359 Closed
CCM
3595
Crew Capital Management
Ohio
-$211K -1,348 Closed
B
3596
Bensler
Washington
-$210K -1,344 Closed
BBWP
3597
Beacon Bridge Wealth Partners
Pennsylvania
-$210K -1,340 Closed
MAM
3598
McCarthy Asset Management
California
-$209K -1,333 Closed
APA
3599
Astoria Portfolio Advisors
New York
-$207K -1,322 Closed
RWI
3600
Red Wave Investments
Pennsylvania
-$206K -1,316 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.