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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
FMI
401
Factory Mutual Insurance
Massachusetts
$21.3M -$11.7M -78,600 -35%
MAM
402
Madison Asset Management
Wisconsin
$20.9M -$1.23M -8,281 -6%
VWM
403
Valley Wealth Managers
New Jersey
$20.8M +$1.44M +9,650 +7%
HWM
404
HB Wealth Management
Georgia
$20.8M +$161K +1,084 +0.8%
MYAM
405
Meiji Yasuda Asset Management
Japan
$20.7M +$244K +1,640 +1%
VPIM
406
Vanguard Personalized Indexing Management
California
$20.7M -$1.03M -6,935 -5%
AssetMark Inc
407
AssetMark Inc
California
$20.6M -$661K -4,440 -3%
ETC
408
Exchange Traded Concepts
Oklahoma
$20.6M +$3.87M +26,002 +23%
FNT
409
First National Trust
Pennsylvania
$20.6M -$285K -1,913 -1%
LI
410
LMCG Investments
Massachusetts
$20.6M -$231K -1,552 -1%
AWM
411
Absher Wealth Management
North Carolina
$20.5M +$2.76M +18,568 +15%
BPWM
412
Badgley Phelps Wealth Managers
Washington
$20.4M -$7.59M -50,997 -27%
GIBU
413
Gulf International Bank (UK)
United Kingdom
$20.3M -$937K -6,296 -4%
IMRF
414
Illinois Municipal Retirement Fund
Illinois
$20.1M -$3.36M -22,566 -14%
AAS
415
Annex Advisory Services
Wisconsin
$20.1M -$710K -4,769 -3%
EGM
416
Engineers Gate Manager
New York
$20M +$20.2M +135,649 New
ESB
417
Essex Savings Bank
Connecticut
$19.8M -$2.08K -14 -0%
BTW
418
Boston Trust Walden
Massachusetts
$19.8M -$694K -4,664 -3%
SC
419
Savoie Capital
Illinois
$19.8M +$5.06M +34,000 +34%
GAM
420
Guinness Asset Management
United Kingdom
$19.7M -$3.3M -22,140 -14%
TRSOTSOK
421
Teachers Retirement System of the State of Kentucky
Kentucky
$19.7M -$1.46M -9,811 -7%
RIL
422
Rothschild Investment LLC
Illinois
$19.7M +$103K +691 +0.5%
CWM
423
Congress Wealth Management
Massachusetts
$19.5M +$3.94M +26,459 +25%
CIC
424
Carnegie Investment Counsel
Ohio
$19.3M -$1.79M -11,996 -8%
CM
425
Caption Management
Oklahoma
$19M +$18M +120,825 +1,426%

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.