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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
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$449M -$6.82M -45,838 -1%
Bessemer Group
52
Bessemer Group
New Jersey
$448M -$95.1M -639,001 -17%
Principal Financial Group
53
Principal Financial Group
Iowa
$430M -$30.9M -207,877 -7%
VOYA Investment Management
54
VOYA Investment Management
Georgia
$429M +$19.4M +130,269 +5%
Stifel Financial
55
Stifel Financial
Missouri
$429M -$16.4M -110,148 -4%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$427M -$43.2M -289,910 -9%
Mitsubishi UFJ Asset Management
57
Mitsubishi UFJ Asset Management
Japan
$418M +$29M +194,533 +7%
Citigroup
58
Citigroup
New York
$393M -$11M -73,736 -3%
Corient Private Wealth
59
Corient Private Wealth
Florida
$369M +$4.52M +30,370 +1%
BG
60
Bahl & Gaynor
Ohio
$350M -$43.4M -291,841 -11%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$343M -$33.6M -225,818 -9%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$333M -$27.9M -187,754 -8%
Federated Hermes
63
Federated Hermes
Pennsylvania
$330M -$29.9M -201,109 -8%
Macquarie Group
64
Macquarie Group
Australia
$327M +$20.3M +136,565 +7%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$320M -$22.4M -150,222 -6%
US Bancorp
66
US Bancorp
Minnesota
$317M -$5.05M -33,916 -2%
HighTower Advisors
67
HighTower Advisors
Illinois
$308M +$32.6M +219,088 +12%
CWP
68
Capital Wealth Planning
Florida
$304M +$34.3M +230,394 +13%
American Century Companies
69
American Century Companies
Missouri
$290M +$43.4M +291,659 +17%
Ensign Peak Advisors
70
Ensign Peak Advisors
Utah
$285M -$4.57M -30,685 -2%
DekaBank Deutsche Girozentrale
71
DekaBank Deutsche Girozentrale
Germany
$278M -$13.8M -92,807 -5%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$269M +$5.44M +36,528 +2%
LCOV
73
London Company of Virginia
Virginia
$265M -$18.9M -126,875 -7%
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$261M -$2.38M -15,992 -0.9%
ClearBridge Investments
75
ClearBridge Investments
New York
$257M -$37.7M -253,430 -13%

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.