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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
ECM
526
ExodusPoint Capital Management
New York
$14.1M +$14.2M +95,711 New
PAM
527
Palisade Asset Management
Minnesota
$14M +$373K +2,504 +3%
FFA
528
First Foundation Advisors
California
$14M -$1.96M -13,166 -12%
DWP
529
Daymark Wealth Partners
Ohio
$14M -$61.6K -414 -0.2%
HH
530
Hilltop Holdings
Texas
$14M +$9.59M +64,404 +210%
TI
531
Tidal Investments
Wisconsin
$14M +$777K +5,222 +6%
TTWM
532
TCV Trust & Wealth Management
Virginia
$14M -$70.8K -476 -0.5%
Credit Agricole
533
Credit Agricole
France
$13.9M -$576K -3,871 -4%
SC
534
Savant Capital
Illinois
$13.9M +$1.4M +9,420 +11%
SAM
535
Securian Asset Management
Minnesota
$13.9M -$667K -4,481 -5%
FBB
536
Fulton Breakefield Broenniman
Maryland
$13.8M +$33.2K +223 +0.2%
CRWM
537
Castle Rock Wealth Management
California
$13.7M -$1.32M -8,850 -9%
MGP
538
Metis Global Partners
California
$13.7M +$872K +5,861 +7%
HCMT
539
Highland Capital Management (Tennessee)
Tennessee
$13.7M -$336K -2,259 -2%
ANBT
540
American National Bank & Trust
Texas
$13.7M +$1.88M +12,601 +16%
HW
541
Hancock Whitney
Mississippi
$13.7M -$120K -804 -0.9%
DWM
542
Dakota Wealth Management
Florida
$13.6M -$4.85M -32,593 -26%
CIA
543
Concurrent Investment Advisors
Florida
$13.5M +$1.66M +11,151 +14%
NB
544
NBT Bank
New York
$13.4M -$601K -4,037 -4%
CA
545
CSM Advisors
Pennsylvania
$13.4M -$176K -1,182 -1%
AP
546
Americana Partners
Texas
$13.3M -$154K -1,033 -1%
MA
547
Mutual Advisors
Nebraska
$13.3M +$208K +1,396 +2%
SC
548
Scotia Capital
Ontario, Canada
$13.3M -$151K -1,015 -1%
AHB
549
Abner Herrman & Brock
New Jersey
$13.2M -$43.3K -291 -0.3%
BRWA
550
B. Riley Wealth Advisors
Florida
$13M -$3.84M -25,830 -23%

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.