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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
CAG
601
Crestwood Advisors Group
Massachusetts
$11.3M -$28.1K -189 -0.2%
HIP
602
HUB Investment Partners
Texas
$11.3M +$602K +4,047 +6%
CGH
603
Crossmark Global Holdings
Texas
$11.2M -$393K -2,640 -3%
BWL
604
Bogart Wealth LLC
Virginia
$11.2M +$1.49M +9,999 +15%
UM
605
UniSuper Management
Australia
$11.1M +$185K +1,246 +2%
EH
606
Equitable Holdings
New York
$11.1M -$272K -1,828 -2%
AOWM
607
Alpha Omega Wealth Management
Virginia
$11.1M -$92.6K -622 -0.8%
MWM
608
Meridian Wealth Management
Kentucky
$11.1M +$11.2M +75,047 New
Hudson Bay Capital Management
609
Hudson Bay Capital Management
Connecticut
$11M +$11.2M +75,000 New
AIA
610
Allied Investment Advisors
Montana
$11M +$253K +1,702 +2%
CICC
611
Capital Investment Counsel (Colorado)
Colorado
$11M +$473K +3,177 +4%
JWBC
612
J.W. Burns & Co
New York
$11M -$225K -1,510 -2%
BMSSC
613
B. Metzler seel. Sohn & Co
Germany
$11M
TRCT
614
Tower Research Capital (TRC)
New York
$11M -$6.83M -45,912 -38%
PAI
615
Pittenger & Anderson Inc
Nebraska
$10.9M +$675K +4,535 +7%
MLL
616
Moody Lynn & Lieberson
Massachusetts
$10.9M -$6.35M -42,636 -37%
FFA
617
Farther Finance Advisors
California
$10.8M +$470K +3,159 +4%
LWCFA
618
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10.8M -$56.7K -381 -0.5%
DCM
619
Dupont Capital Management
Delaware
$10.8M
TPCW
620
TD Private Client Wealth
New York
$10.8M -$1.06M -7,126 -9%
GAM
621
Griffin Asset Management
New York
$10.7M -$138K -925 -1%
IIM
622
INTECH Investment Management
Florida
$10.7M +$200K +1,343 +2%
Cohen & Steers
623
Cohen & Steers
New York
$10.7M +$10.7M +72,014 +11,729%
NPT
624
Nixon Peabody Trust
Massachusetts
$10.7M +$1.11M +7,432 +11%
SCM
625
Shelton Capital Management
Colorado
$10.7M -$85K -571 -0.8%

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.