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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
BDWCC
551
B&D White Capital Company
Texas
$12.9M +$13M +87,375 New
CAM
552
Congress Asset Management
Massachusetts
$12.8M -$202K -1,359 -2%
SCP
553
Stamos Capital Partners
California
$12.8M +$2.12M +14,240 +20%
ECM
554
Estabrook Capital Management
New York
$12.7M -$31.3K -210 -0.2%
EWA
555
Exencial Wealth Advisors
Oklahoma
$12.7M -$1.04M -7,014 -8%
AUB
556
Atlantic Union Bankshares
Virginia
$12.7M -$489K -3,283 -4%
SB
557
Simmons Bank
Arkansas
$12.6M +$89.3K +600 +0.7%
CAM
558
Carret Asset Management
New York
$12.6M +$455K +3,054 +4%
NMERB
559
New Mexico Educational Retirement Board
New Mexico
$12.3M -$685K -4,600 -5%
BEW
560
Burton Enright Welch
California
$12.3M -$7.59K -51 -0.1%
B
561
Bailard
California
$12.3M -$69.8K -469 -0.6%
NB
562
Norinchukin Bank
Japan
$12.3M +$1.74M +11,696 +16%
GFS
563
GYL Financial Synergies
Connecticut
$12.3M -$19.1K -128 -0.2%
GIM
564
Goelzer Investment Management
Indiana
$12.2M -$356K -2,394 -3%
BMCM
565
Bryn Mawr Capital Management
Pennsylvania
$12.2M -$3.72K -25 -0%
MIM
566
Merewether Investment Management
Texas
$12.1M -$31.5M -211,400 -72%
GAI
567
General American Investors
New York
$12.1M
OCM
568
One Capital Management
California
$12.1M +$755K +5,072 +7%
OHIS
569
Oak Harvest Investment Services
Texas
$12M +$3.88M +26,069 +47%
FAB
570
First American Bank
Illinois
$12M -$321K -2,155 -3%
OAM
571
Oak Asset Management
California
$12M -$185K -1,240 -1%
NIP
572
Nicholas Investment Partners
California
$12M
BAMF
573
BI Asset Management Fondsmaeglerselskab
Denmark
$11.9M +$3.32M +22,320 +38%
LW
574
Linscomb Wealth
Texas
$11.9M -$235K -1,579 -2%
B
575
Barings
North Carolina
$11.9M +$24.4K +164 +0.2%

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.