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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
EWA
426
EP Wealth Advisors
California
$19M +$2.69M +18,104 +16%
BG
427
Bollard Group
Massachusetts
$18.8M +$1.64M +11,025 +9%
FPCG
428
Fort Pitt Capital Group
Pennsylvania
$18.7M +$818K +5,493 +5%
BBA
429
BLB&B Advisors
Pennsylvania
$18.7M +$483K +3,243 +3%
RWP
430
RWA Wealth Partners
Massachusetts
$18.7M +$217K +1,457 +1%
FVCM
431
F&V Capital Management
Florida
$18.7M -$18.6K -125 -0.1%
MAP
432
Managed Asset Portfolios
Michigan
$18.7M +$481K +3,231 +3%
GGI
433
Godsey & Gibb Inc
Virginia
$18.5M +$528K +3,544 +3%
SBH
434
Segall Bryant & Hamill
Illinois
$18.5M +$9.04M +60,750 +94%
ACA
435
Anchor Capital Advisors
Massachusetts
$18.4M -$2.24M -15,081 -11%
SA
436
SpiderRock Advisors
Delaware
$18.4M +$1.56M +10,456 +9%
FIA
437
Foundations Investment Advisors
Arizona
$18.3M -$394K -2,645 -2%
LBC
438
Lowe Brockenbrough & Co
Virginia
$18.3M -$788K -5,293 -4%
ACI
439
Alpha Cubed Investments
California
$18.2M +$275K +1,847 +2%
QT
440
Quantbot Technologies
New York
$18.2M +$16.1M +107,989 +699%
SSWM
441
Smith Salley Wealth Management
North Carolina
$18.1M +$560K +3,759 +3%
FFP
442
FourThought Financial Partners
Florida
$17.9M +$911K +6,118 +5%
BCM
443
Bridgeway Capital Management
Texas
$17.9M +$2.38M +15,959 +15%
RIA
444
RPG Investment Advisory
California
$17.8M +$585K +3,933 +3%
SFA
445
Sequoia Financial Advisors
Ohio
$17.8M +$2.38M +15,981 +15%
VA
446
Vident Advisory
Georgia
$17.7M +$2.33M +15,635 +15%
OWP
447
Obermeyer Wealth Partners
Colorado
$17.7M -$867K -5,822 -5%
BS
448
Banco Santander
Spain
$17.7M +$3.59M +24,106 +25%
FMII
449
Farmers & Merchants Investments Inc
Nebraska
$17.6M -$210K -1,413 -1%
IAA
450
Independent Advisor Alliance
North Carolina
$17.6M -$2.82M -18,915 -14%

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.