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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
PVI
801
Pine Valley Investments
New Jersey
$7.1M +$567K +3,808 +9%
CAC
802
Core Alternative Capital
Georgia
$7.1M -$744K -5,001 -9%
FNFDCM
803
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.02M -$106K -711 -1%
FTDI
804
First Trust Direct Indexing
Massachusetts
$7.01M -$279K -1,873 -4%
MADR
805
Milestones Administradora de Recursos
Brazil
$7.01M +$2.94M +19,760 +71%
WIA
806
World Investment Advisors
California
$7M +$1.65M +11,054 +30%
FSA
807
Fort Sheridan Advisors
Illinois
$6.99M +$291K +1,956 +4%
HA
808
Hamel Associates
New Jersey
$6.98M +$159K +1,068 +2%
IF
809
Insight Folios
North Carolina
$6.96M +$480K +3,226 +7%
CBTWT
810
Community Bank & Trust (Waco, Texas)
Texas
$6.95M -$3.42K -23 -0%
AMI
811
Amica Mutual Insurance
Rhode Island
$6.94M
ERIC
812
Eagle Rock Investment Company
Georgia
$6.93M -$63.3K -425 -0.9%
FCA
813
FLC Capital Advisors
California
$6.92M +$2.08K +14 +0%
WAG
814
Wallace Advisory Group
California
$6.92M -$12.5K -84 -0.2%
CWG
815
Cornerstone Wealth Group
North Carolina
$6.92M -$262K -1,759 -4%
HCA
816
Harbor Capital Advisors
Illinois
$6.87M +$95.9K +644 +1%
CCM
817
Campbell Capital Management
Florida
$6.87M +$938K +6,302 +16%
PS
818
Principal Securities
Iowa
$6.84M +$221K +1,484 +3%
MIM
819
Montgomery Investment Management
Maryland
$6.83M -$2.23K -15 -0%
AIM
820
Anchor Investment Management
South Carolina
$6.83M +$728K +4,891 +12%
RP
821
Rowlandmiller & Partners
Georgia
$6.81M -$71.6K -481 -1%
FIM
822
Fruth Investment Management
Texas
$6.8M -$15K -101 -0.2%
TFS
823
Thoroughbred Financial Services
Tennessee
$6.8M -$118K -796 -2%
CI
824
CX Institutional
Indiana
$6.8M +$3.38M +22,735 +97%
STA
825
Summit Trail Advisors
New York
$6.78M +$543K +3,645 +9%

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.