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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
FMC
776
First Merchants Corp
Indiana
$7.37M -$49.1K -330 -0.7%
FB
777
Fulton Bank
Pennsylvania
$7.36M +$172K +1,156 +2%
IWM
778
IHT Wealth Management
Illinois
$7.34M +$1.61M +10,820 +28%
PWW
779
Pettyjohn Wood & White
Virginia
$7.34M +$9.82K +66 +0.1%
HR
780
Howe & Rusling
New York
$7.33M -$53.9K -362 -0.7%
AAMA
781
Advanced Asset Management Advisors
Ohio
$7.32M
TW
782
TritonPoint Wealth
Maryland
$7.31M +$528K +3,544 +8%
JFG
783
Jefferies Financial Group
New York
$7.31M -$13.7M -91,867 -65%
GIA
784
Gladstone Institutional Advisory
Florida
$7.25M +$465K +3,122 +7%
LFAS
785
Level Four Advisory Services
Texas
$7.24M +$170K +1,141 +2%
LPT
786
Legacy Private Trust
Wisconsin
$7.24M +$218K +1,467 +3%
BIAS
787
Beacon Investment Advisory Services
New Jersey
$7.22M +$188K +1,260 +3%
IA
788
IFP Advisors
Florida
$7.22M +$1.79M +12,002 +32%
TH
789
TCTC Holdings
Texas
$7.21M +$326K +2,190 +5%
JIR
790
James Investment Research
Ohio
$7.21M -$831K -5,585 -10%
PAMG
791
Patton Albertson Miller Group
Tennessee
$7.21M -$54.9K -369 -0.7%
PI
792
PFG Investments
New York
$7.21M +$1.16M +7,818 +19%
FMWA
793
Forvis Mazars Wealth Advisors
Missouri
$7.2M -$115K -775 -2%
SAM
794
Synergy Asset Management
Washington
$7.2M +$1.69M +11,366 +30%
CRI
795
Commonwealth Retirement Investments
Virginia
$7.2M +$331K +2,227 +5%
CCFCSB
796
Cape Cod Five Cents Savings Bank
Massachusetts
$7.18M +$46.1K +310 +0.6%
HBWM
797
Hollow Brook Wealth Management
New York
$7.17M +$486K +3,267 +7%
SAM
798
Strategy Asset Managers
California
$7.15M -$2.61M -17,519 -27%
SPC
799
Spirepoint Private Client
Florida
$7.13M +$690K +4,638 +11%
MA
800
Montag & Associates
Georgia
$7.11M +$44.1K +296 +0.6%

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.