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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
TCM
576
Teza Capital Management
Illinois
$11.9M +$4.66M +31,306 +64%
SOAMC
577
Spirit of America Management Corp
New York
$11.9M -$447K -3,000 -4%
CA
578
Cornerstone Advisors
North Carolina
$11.8M +$44.7K +300 +0.4%
UAS
579
United Asset Strategies
New York
$11.8M +$462K +3,105 +4%
AAA
580
Adams Asset Advisors
Texas
$11.8M +$827K +5,556 +7%
MASUI
581
MIRAE ASSET SECURITIES (USA) INC.
New York
$11.8M +$8.39M +56,347 +236%
SFS
582
Sowell Financial Services
Arkansas
$11.8M +$425K +2,852 +4%
ADEF
583
Adams Diversified Equity Fund
Maryland
$11.8M -$1.43M -9,600 -11%
SAA
584
Southeast Asset Advisors
Georgia
$11.7M -$192K -1,292 -2%
SW
585
SteelPeak Wealth
California
$11.7M -$3.48M -23,406 -23%
VIM
586
Vinva Investment Management
Australia
$11.7M +$6.2M +41,685 +107%
PWM
587
Perigon Wealth Management
California
$11.6M -$132K -886 -1%
AWA
588
Arkadios Wealth Advisors
Georgia
$11.6M +$1.34M +8,974 +13%
ACIM
589
Azimuth Capital Investment Management
Michigan
$11.6M -$171K -1,149 -1%
WIM
590
WealthPlan Investment Management
Nebraska
$11.5M +$1.31M +8,795 +13%
NFC
591
Northeast Financial Consultants
Connecticut
$11.5M +$2.68K +18 +0%
PA
592
Profund Advisors
Maryland
$11.5M -$1.41M -9,444 -11%
CIM
593
Cambria Investment Management
California
$11.5M -$335K -2,254 -3%
IC
594
Inscription Capital
Texas
$11.4M +$392K +2,635 +4%
VCM
595
Violich Capital Management
California
$11.4M +$104K +700 +0.9%
VWA
596
Visionary Wealth Advisors
Illinois
$11.3M +$862K +5,788 +8%
SIMG
597
Sonora Investment Management Group
Arizona
$11.3M +$1.59M +10,668 +16%
EGA
598
Eagle Global Advisors
Texas
$11.3M -$217K -1,460 -2%
CVM
599
Cheviot Value Management
California
$11.3M -$286K -1,924 -2%
NC
600
Nicholas Company
Wisconsin
$11.3M +$1.23M +8,290 +12%

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.