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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
PIM
851
Penobscot Investment Management
Massachusetts
$6.4M +$63.7K +428 +1%
SCM
852
Schnieders Capital Management
California
$6.38M -$585K -3,931 -8%
QWP
853
Quotient Wealth Partners
Texas
$6.37M -$153K -1,026 -2%
CK
854
Cohen Klingenstein
New York
$6.33M
FPAS
855
Focus Partners Advisor Solutions
Missouri
$6.33M +$940K +6,317 +17%
KB
856
Kimelman & Baird
New York
$6.32M
CAL
857
Capital Analysts LLC
Pennsylvania
$6.3M +$254K +1,704 +4%
HWM
858
Horizon Wealth Management
Illinois
$6.29M +$5.98M +40,189 +1,580%
IPW
859
IronBridge Private Wealth
Texas
$6.28M -$140K -942 -2%
KFS
860
Kurt F. Somerville
$6.25M +$5.66K +38 +0.1%
FNBT
861
FineMark National Bank & Trust
Florida
$6.24M -$81.6K -548 -1%
CB
862
Cadence Bank
Mississippi
$6.22M -$1.79K -12 -0%
Wolverine Trading
863
Wolverine Trading
Illinois
$6.18M +$5.42M +36,407 +601%
WF
864
WoodTrust Financial
Wisconsin
$6.18M +$240K +1,612 +4%
CCC
865
Chelsea Counsel Company
California
$6.14M
HC
866
Hourglass Capital
Texas
$6.13M -$122K -820 -2%
D.E. Shaw & Co
867
D.E. Shaw & Co
New York
$6.12M +$2.83M +19,039 +85%
WI
868
Wahed Invest
New York
$6.11M +$382K +2,567 +7%
AWE
869
Avidian Wealth Enterprises
Texas
$6.11M +$117K +785 +2%
Tudor Investment Corp
870
Tudor Investment Corp
Connecticut
$6.11M +$3.43M +23,015 +125%
APF
871
Alaska Permanent Fund
Alaska
$6.1M
PCTC
872
Perkins Coie Trust Company
Washington
$6.08M +$5.06K +34 +0.1%
IWA
873
IBEX Wealth Advisors
New Jersey
$6.08M +$2.39M +16,033 +38%
EW
874
Evoke Wealth
California
$6.07M +$6.14M +41,244 New
IIM
875
Ipswich Investment Management
Massachusetts
$6.07M -$1.06M -7,109 -15%

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.