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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
MCM
451
Moore Capital Management
New York
$17.6M -$32.8M -220,690 -65%
CIC
452
Canal Insurance Company
South Carolina
$17.6M
Wealthfront Advisers
453
Wealthfront Advisers
California
$17.5M -$2.36M -15,848 -12%
UBV
454
United Bank (Virginia)
Virginia
$17.5M -$33.6K -226 -0.2%
JCM
455
Janney Capital Management
Pennsylvania
$17.5M -$197K -1,323 -1%
KRS
456
Kentucky Retirement Systems
Kentucky
$17.5M -$1.59M -10,665 -8%
AWAG
457
ARS Wealth Advisors Group
Florida
$17.4M +$843K +5,662 +5%
Lido Advisors
458
Lido Advisors
California
$17.2M -$74.4K -500 -0.4%
GD
459
Grandfield & Dodd
New York
$17.2M +$8.04K +54 +0%
BWM
460
Buckley Wealth Management
Nevada
$17.2M +$448K +3,010 +3%
CTI
461
Community Trust & Investment
Kentucky
$17M +$596K +4,006 +4%
MC
462
Miramar Capital
Illinois
$17M +$4.02M +27,008 +31%
KWM
463
Kingsview Wealth Management
Oregon
$17M +$2.22M +14,928 +15%
CFIA
464
Cantor Fitzgerald Investment Advisors
New York
$16.9M +$530K +3,561 +3%
DAS
465
Dynamic Advisor Solutions
Arizona
$16.9M +$89.8K +603 +0.5%
IWA
466
Icon Wealth Advisors
Texas
$16.9M -$758K -5,092 -4%
NIM
467
Northeast Investment Management
Massachusetts
$16.9M -$750K -5,038 -4%
WJWM
468
Williams Jones Wealth Management
New York
$16.8M -$2.25M -15,125 -12%
AAM
469
AR Asset Management
California
$16.7M +$8.93K +60 +0.1%
WIC
470
Woodmont Investment Counsel
Tennessee
$16.7M +$361K +2,424 +2%
FNBOO
471
First National Bank of Omaha
Nebraska
$16.6M -$364K -2,443 -2%
TCOV
472
Trust Company of Vermont
Vermont
$16.6M +$693K +4,656 +4%
FCBT
473
First Citizens Bank & Trust
North Carolina
$16.4M -$284K -1,911 -2%
VW
474
Vantage Wealth
California
$16.3M -$125K -840 -0.8%
WS
475
Wedbush Securities
California
$16.3M -$799K -5,371 -5%

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.