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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
EMPI
376
Elo Mutual Pension Insurance
Finland
$24.5M +$1.97M +13,235 +9%
BCI
377
Brinker Capital Investments
Pennsylvania
$24.2M -$2.39M -16,071 -9%
OPS
378
Orion Portfolio Solutions
Nebraska
$24.2M -$2.39M -16,071 -9%
BB
379
Busey Bank
Illinois
$24M +$431K +2,897 +2%
SCTC
380
Sanibel Captiva Trust Company
Florida
$24M +$1.66M +11,149 +7%
Vontobel Holding
381
Vontobel Holding
Switzerland
$23.9M +$1.56M +10,508 +7%
Citadel Advisors
382
Citadel Advisors
Florida
$23.8M +$16.2M +108,546 +204%
ABC
383
Associated Banc-Corp
Wisconsin
$23.8M +$117K +785 +0.5%
HIMC
384
Heritage Investors Management Corp
Maryland
$23.6M +$286K +1,920 +1%
OSAM
385
O'Shaughnessy Asset Management
Connecticut
$23.2M -$4.4M -29,542 -16%
AWS
386
Atria Wealth Solutions
New York
$23.2M -$1.8M -12,123 -7%
WSFS
387
Wilmington Savings Fund Society
Delaware
$22.9M +$9.3M +62,503 +67%
MCM
388
Maple Capital Management
Vermont
$22.7M +$1.52M +10,205 +7%
PFS
389
Prospera Financial Services
Texas
$22.2M +$2.52M +16,932 +13%
BIM
390
Bridges Investment Management
Nebraska
$22.2M -$166K -1,114 -0.7%
PHAM
391
Pacific Heights Asset Management
California
$22.1M
Kovitz Investment Group Partners
392
Kovitz Investment Group Partners
Illinois
$22M +$7.93M +53,295 +46%
QCM
393
Quantinno Capital Management
New York
$22M +$6.16M +41,366 +38%
BEI
394
Benjamin Edwards Inc
Missouri
$21.7M +$17.6M +118,124 +405%
DP
395
DDD Partners
Washington
$21.7M +$2.98M +19,992 +16%
CA
396
Clearstead Advisors
Ohio
$21.7M +$404K +2,713 +2%
HTHT
397
Hemenway Trust Hemenway Trust
New Hampshire
$21.7M +$96.7K +650 +0.4%
KPWS
398
Kestra Private Wealth Services
Texas
$21.5M -$1.28M -8,598 -6%
OPERF
399
Oregon Public Employees Retirement Fund
Oregon
$21.4M -$238K -1,600 -1%
PCIA
400
Prime Capital Investment Advisors
Kansas
$21.4M -$828K -5,563 -4%

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.