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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
CAM
3601
Councilmark Asset Management
Tennessee
-$206K -1,315 Closed
GWM
3602
GoalFusion Wealth Management
Texas
-$205K -1,314 Closed
PA
3603
Parkside Advisors
California
-$205K -1,313 Closed
CPC
3604
Congress Park Capital
New York
-$205K -1,311 Closed
IPW
3605
Intergy Private Wealth
Colorado
-$205K -1,310 Closed
CSIA
3606
Carl Stuart Investment Advisor
Texas
-$205K -1,309 Closed
WH
3607
Whitcomb & Hess
Ohio
-$205K -1,309 Closed
JTWM
3608
Jackson Thornton Wealth Management
Alabama
-$204K -1,305 Closed
ELM
3609
Elite Life Management
Florida
-$204K -1,304 Closed
BF
3610
Blankinship & Foster
California
-$204K -1,303 Closed
AFS
3611
AFG Fiduciary Services
Massachusetts
-$204K -1,302 Closed
AWA
3612
Aquire Wealth Advisors
Utah
-$204K -1,302 Closed
SMH
3613
Sanders Morris Harris
Texas
-$203K -1,300 Closed
HWP
3614
Heritage Wealth Partners
Ohio
-$203K -1,298 Closed
HWM
3615
Howard Wealth Management
Connecticut
-$203K -1,297 Closed
DGI
3616
Disciplined Growth Investors
Minnesota
-$203K -1,295 Closed
WAS
3617
WESPAC Advisors SoCal
California
-$202K -1,294 Closed
DA
3618
Detalus Advisors
Missouri
-$202K -1,292 Closed
CA
3619
Cumberland Advisors
Florida
-$202K -1,290 Closed
RWRC
3620
R.W. Roge & Company
New York
-$201K -1,290 Closed
ASC
3621
Atalanta Sosnoff Capital
New York
-$202K -1,289 Closed
LPP
3622
Life Planning Partners
Florida
-$201K -1,284 Closed
GSC
3623
Ground Swell Capital
South Carolina
-$200K -1,280 Closed
CWAF
3624
Core Wealth Advisors (Florida)
Florida
-$200K -1,279 Closed
SFS
3625
Symphony Financial Services
Ohio
-$266K -1,201 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.