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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
PTB
726
Pioneer Trust Bank
Oregon
$8.44M +$98.8K +664 +1%
GWMIA
727
Global Wealth Management Investment Advisory
Florida
$8.43M +$1.17M +7,845 +16%
LIM
728
Leavell Investment Management
Alabama
$8.43M -$483K -3,246 -5%
QPBE
729
Quintet Private Bank (Europe)
Luxembourg
$8.41M +$1.7M +11,438 +25%
ST
730
Spinnaker Trust
Maine
$8.38M -$233K -1,566 -3%
VAS
731
Valicenti Advisory Services
New York
$8.36M -$51.5K -346 -0.6%
GRP
732
Global Retirement Partners
California
$8.34M +$60.3K +405 +0.7%
HFS
733
Haverford Financial Services
Pennsylvania
$8.33M -$447 -3 -0%
CNBT
734
Canandaigua National Bank & Trust
New York
$8.3M -$379K -2,544 -4%
Simplex Trading
735
Simplex Trading
Illinois
$8.27M +$8.36M +56,165 New
NW
736
NewEdge Wealth
Pennsylvania
$8.27M +$2.24M +15,039 +37%
SIG
737
Sky Investment Group
Connecticut
$8.26M +$133K +893 +2%
GIM
738
Grassi Investment Management
California
$8.25M -$59.5K -400 -0.7%
ISL
739
Ingalls & Snyder LLC
New York
$8.23M -$340K -2,281 -4%
CFG
740
Citizens Financial Group
Rhode Island
$8.21M +$780K +5,242 +10%
AIP
741
Ameritas Investment Partners
Nebraska
$8.21M -$1.04M -6,959 -11%
MIC
742
Meridian Investment Counsel
California
$8.16M +$1.19K +8 +0%
BCM
743
Birmingham Capital Management
Alabama
$8.11M +$174K +1,171 +2%
RMC
744
Resources Management Corp
Connecticut
$8.1M -$32K -215 -0.4%
BBHC
745
Brown Brothers Harriman & Co
New York
$8.08M +$976K +6,558 +14%
GFG
746
Greystone Financial Group
Michigan
$8.05M +$201K +1,348 +3%
MIC
747
Means Investment Company
Maine
$8.05M -$64.5K -433 -0.8%
CIS
748
Connors Investor Services
Pennsylvania
$8.05M -$588K -3,952 -7%
HB
749
HTLF Bank
Colorado
$7.99M -$108K -728 -1%
NMIMC
750
Northwestern Mutual Investment Management Company
Wisconsin
$7.94M -$94.8K -637 -1%

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.