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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
PF
701
Phoenix Financial
Israel
$8.95M +$861K +5,785 +11%
HAG
702
HighPoint Advisor Group
Illinois
$8.94M -$1.58M -10,641 -15%
NRS
703
Neville Rodie & Shaw
New York
$8.93M -$277K -1,860 -3%
AG
704
Advocate Group
Minnesota
$8.92M +$174K +1,170 +2%
GT
705
Greenleaf Trust
Michigan
$8.88M +$272K +1,830 +3%
CIA
706
Covington Investment Advisors
Pennsylvania
$8.87M +$138K +927 +2%
TBA
707
Tower Bridge Advisors
Pennsylvania
$8.86M -$183K -1,227 -2%
PP
708
Patten & Patten
Tennessee
$8.85M -$6.85K -46 -0.1%
FFBTD
709
First Financial Bank - Trust Division
Ohio
$8.85M -$404K -2,717 -4%
KFC
710
Klingenstein Fields & Co
New York
$8.82M +$51.6K +347 +0.6%
GC
711
Grimes & Company
Massachusetts
$8.78M +$336K +2,260 +4%
BSA
712
Braun Stacey Associates
New York
$8.76M -$11.1M -74,558 -56%
Fidelity International
713
Fidelity International
Bermuda
$8.73M -$30.2M -203,014 -77%
SFO
714
Stokes Family Office
Louisiana
$8.73M +$76.2K +512 +0.9%
BFG
715
Bleakley Financial Group
New Jersey
$8.71M -$658K -4,418 -7%
MDCM
716
Morgan Dempsey Capital Management
Wisconsin
$8.69M +$429K +2,885 +5%
CCM
717
Channing Capital Management
Illinois
$8.66M -$27.4K -184 -0.3%
PIA
718
Petredis Investment Advisors
Pennsylvania
$8.63M -$17.1K -115 -0.2%
FCH
719
Freestone Capital Holdings
Washington
$8.63M -$421K -2,829 -5%
IMCOOI
720
Investment Management Corp of Ontario (IMCO)
Canada
$8.56M +$2.81M +18,900 +48%
RIA
721
Regal Investment Advisors
Michigan
$8.5M +$264K +1,773 +3%
AF
722
Alerus Financial
North Dakota
$8.49M +$6.1K +41 +0.1%
CANC
723
Culbertson A N & Co
Virginia
$8.48M +$515K +3,458 +6%
APP
724
Avantax Planning Partners
Iowa
$8.46M -$2M -13,455 -19%
CTC (Chicago Trading Company)
725
CTC (Chicago Trading Company)
Illinois
$8.46M -$1.64M -10,990 -16%

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.