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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
WAS
826
Wealth Advisory Solutions
Indiana
$6.75M -$821K -5,513 -11%
JWCA
827
J.W. Cole Advisors
Florida
$6.73M +$154K +1,036 +2%
ZB
828
Zions Bancorporation
Utah
$6.67M -$407K -2,734 -6%
KCM
829
Kennedy Capital Management
Missouri
$6.67M +$2.04M +13,715 +43%
Man Group
830
Man Group
United Kingdom
$6.66M -$827K -5,555 -11%
CNB
831
Camden National Bank
Maine
$6.66M -$223K -1,501 -3%
BB
832
Bell Bank
North Dakota
$6.66M -$858K -5,767 -11%
XF
833
XML Financial
Maryland
$6.65M +$374K +2,510 +6%
GI
834
GLOBALT Investments
Georgia
$6.64M -$136K -913 -2%
VFA
835
Valeo Financial Advisors
Indiana
$6.62M -$253K -1,700 -4%
ISB
836
Iowa State Bank
Iowa
$6.62M -$653K -4,388 -9%
GS
837
GTS Securities
New York
$6.61M +$4.42M +29,672 +195%
WDC
838
Woodward Diversified Capital
California
$6.59M -$1.39M -9,318 -17%
PI
839
PEAK6 Investments
Illinois
$6.58M +$6.65M +44,666 New
BCM
840
Buckhead Capital Management
Georgia
$6.56M -$108K -725 -2%
WSWA
841
Warren Street Wealth Advisors
California
$6.55M +$340K +2,286 +5%
BTI
842
Blue Trust Inc
Georgia
$6.53M +$1.33M +8,956 +27%
SAM
843
Shell Asset Management
Netherlands
$6.52M +$6.59M +44,261 New
CAMG
844
CWA Asset Management Group
Florida
$6.5M +$6.57M +44,169 New
WW
845
Windle Wealth
Oklahoma
$6.47M +$722K +4,851 +12%
1SB
846
1ST Source Bank
Indiana
$6.45M -$473K -3,181 -7%
APSI
847
Asset Planning Services Inc
Louisiana
$6.45M +$115K +775 +2%
PIM
848
Plato Investment Management
Australia
$6.43M +$65.2K +438 +1%
CWM
849
Compass Wealth Management
Connecticut
$6.43M -$164K -1,101 -2%
DCM
850
Dudley Capital Management
Virginia
$6.41M +$1.04K +7 +0%

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.