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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
ACA
751
Aptus Capital Advisors
Alabama
$7.92M +$1.97M +13,203 +33%
RBA
752
Richard Bernstein Advisors
New York
$7.84M
VIP
753
Vista Investment Partners
Oklahoma
$7.82M -$84.4K -567 -1%
FC
754
FORA Capital
Florida
$7.81M +$7.9M +53,044 New
ATPW
755
Ashton Thomas Private Wealth
Arizona
$7.8M -$985K -6,618 -11%
SCP
756
Shorepoint Capital Partners
Massachusetts
$7.79M +$230K +1,543 +3%
EWM
757
Empirical Wealth Management
Washington
$7.78M +$2.57M +17,268 +49%
LA
758
Lynch & Associates
Indiana
$7.73M -$35.1K -236 -0.4%
PPW
759
Parcion Private Wealth
Washington
$7.68M +$1.01M +6,792 +15%
LWM
760
Lyell Wealth Management
California
$7.67M -$786K -5,279 -9%
FCM
761
Fourpath Capital Management
Oklahoma
$7.66M +$6.21M +41,709 +405%
SC
762
Stolper & Co
Oklahoma
$7.59M +$23.4K +157 +0.3%
CNBTD
763
Citizens National Bank Trust Department
Mississippi
$7.59M +$744 +5 +0%
Los Angeles Capital Management
764
Los Angeles Capital Management
California
$7.58M -$77.8M -522,994 -91%
EIP
765
Easterly Investment Partners
Massachusetts
$7.55M +$3.27M +21,996 +75%
CCG
766
Cypress Capital Group
Florida
$7.52M -$601K -4,035 -7%
RB
767
Rodgers Brothers
Pennsylvania
$7.52M +$120K +808 +2%
WC
768
Woodstock Corp
Massachusetts
$7.51M +$304K +2,045 +4%
BHC
769
Bowen Hanes & Co
Florida
$7.5M -$36.5K -245 -0.5%
ITC
770
Inspire Trust Company
Nevada
$7.49M +$1.26M +8,445 +20%
DFG
771
Dupree Financial Group
Kentucky
$7.48M +$3.72K +25 +0%
EFS
772
Essex Financial Services
Connecticut
$7.46M -$664K -4,462 -8%
MJP
773
Michael J. Puzo
$7.44M +$98.5K +662 +1%
KRSITF
774
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.42M -$733K -4,923 -9%
SPC
775
Sigma Planning Corp
Michigan
$7.41M -$129K -867 -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.