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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
SVWAG
876
Sound View Wealth Advisors Group
Georgia
$6.07M +$537K +3,609 +10%
SCA
877
Sage Capital Advisors
South Dakota
$6.04M +$70.1K +471 +1%
GLLW
878
Graves Light Lenhart Wealth
Virginia
$6.02M -$1.37M -9,230 -18%
CLOS
879
Compagnie Lombard Odier SCmA
Switzerland
$6.01M -$818K -5,494 -12%
BFM
880
Boston Financial Management
Massachusetts
$5.99M -$391K -2,624 -6%
CFM
881
Capricorn Fund Managers
United Kingdom
$5.98M +$1.53M +10,306 +34%
TYCC
882
Texas Yale Capital Corp
Florida
$5.98M +$141K +945 +2%
TIM
883
Thompson Investment Management
Wisconsin
$5.98M +$228K +1,531 +4%
MWM
884
Marietta Wealth Management
Georgia
$5.96M +$590K +3,965 +11%
BHWA
885
Beacon Harbor Wealth Advisors
Virginia
$5.96M +$200K +1,344 +3%
BC
886
Burney Company
Virginia
$5.96M +$1.36M +9,164 +29%
RA
887
RFG Advisory
Alabama
$5.95M +$834K +5,602 +16%
MGAM
888
McGowan Group Asset Management
Texas
$5.93M -$169K -1,134 -3%
CWM
889
C2C Wealth Management
Arizona
$5.92M +$89.3K +600 +2%
SMWM
890
Silvia McColl Wealth Management
California
$5.9M -$74.1K -498 -1%
NP
891
NorthRock Partners
Minnesota
$5.89M -$525K -3,525 -8%
MFG
892
Monte Financial Group
Connecticut
$5.89M +$637K +4,280 +12%
DAS
893
Diversify Advisory Services
Utah
$5.86M -$323K -2,168 -5%
WPIC
894
White Pine Investment Company
Michigan
$5.8M +$119K +800 +2%
First Manhattan
895
First Manhattan
New York
$5.8M -$74.9K -503 -1%
BIG
896
Boothe Investment Group
Delaware
$5.79M -$2.33M -15,669 -28%
PA
897
PFG Advisors
Arizona
$5.79M +$310K +2,084 +6%
SWM
898
SeaCrest Wealth Management
New York
$5.79M -$64K -430 -1%
IBOK
899
Independence Bank of Kentucky
Kentucky
$5.79M +$574K +3,858 +11%
SP
900
Stablepoint Partners
Massachusetts
$5.77M +$192K +1,288 +3%

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.