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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
AHC
651
Adell Harriman & Carpenter
Texas
$10M -$727K -4,886 -7%
BWP
652
Baldwin Wealth Partners
Massachusetts
$10M +$613K +4,116 +6%
BIA
653
Biondo Investment Advisors
Pennsylvania
$9.97M +$171K +1,147 +2%
ONB
654
Old National Bancorp
Indiana
$9.93M -$2.9M -19,513 -22%
HAI
655
Hennessy Advisors Inc
California
$9.92M +$89.3K +600 +0.9%
Acadian Asset Management
656
Acadian Asset Management
Massachusetts
$9.91M -$11M -73,792 -52%
ECM
657
EagleClaw Capital Management
Massachusetts
$9.9M +$174K +1,170 +2%
EWA
658
EverSource Wealth Advisors
Alabama
$9.9M -$804K -5,403 -7%
CIC
659
Cutler Investment Counsel
Oregon
$9.89M -$569K -3,822 -5%
DP
660
Dearborn Partners
Illinois
$9.88M -$16.8K -113 -0.2%
LOPW
661
Live Oak Private Wealth
North Carolina
$9.87M +$249K +1,674 +3%
HC
662
Hendley & Co
Ohio
$9.84M -$113K -760 -1%
MIA
663
MainStreet Investment Advisors
Illinois
$9.84M -$1.45M -9,721 -13%
WANY
664
Wealthspire Advisors (New York)
New York
$9.8M +$235K +1,576 +2%
SCM
665
SKBA Capital Management
California
$9.8M +$1.52M +10,200 +18%
ECG
666
Edge Capital Group
Georgia
$9.79M -$405K -2,723 -4%
AWM
667
Apollon Wealth Management
South Carolina
$9.78M -$223K -1,500 -2%
AWM
668
Axxcess Wealth Management
California
$9.77M -$504K -3,384 -5%
GVAG
669
Great Valley Advisor Group
Delaware
$9.7M +$685K +4,605 +8%
CCM
670
Coldstream Capital Management
Washington
$9.7M +$1.09M +7,341 +13%
RIG
671
RiverFront Investment Group
Virginia
$9.7M -$537K -3,605 -5%
KA
672
Kovack Advisors
Florida
$9.66M -$198K -1,331 -2%
SWM
673
Stockman Wealth Management
Montana
$9.64M +$859K +5,769 +10%
BBI
674
Baxter Bros Inc
Connecticut
$9.63M +$17.4K +117 +0.2%
FAM
675
Fred Alger Management
New York
$9.62M +$187K +1,253 +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.