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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
NS
901
NBC Securities
Alabama
$5.77M +$3.13K +21 +0.1%
BFA
902
Beaumont Financial Advisors
Massachusetts
$5.77M +$176K +1,184 +3%
KWA
903
Kingswood Wealth Advisors
California
$5.76M +$1.88M +12,651 +48%
JPWM
904
Jamison Private Wealth Management
Georgia
$5.75M +$374K +2,514 +7%
NB
905
Northwest Bancshares
Pennsylvania
$5.73M -$827K -5,557 -12%
PWP
906
Principle Wealth Partners
Connecticut
$5.73M +$276K +1,851 +5%
AI
907
Ariel Investments
Illinois
$5.72M +$927K +6,226 +19%
FTA
908
Financial & Tax Architects
Missouri
$5.71M +$156K +1,050 +3%
DT
909
Diversified Trust
Tennessee
$5.7M +$6.4K +43 +0.1%
ANTB
910
AMG National Trust Bank
Colorado
$5.7M -$1.55M -10,404 -21%
NEAM
911
New England Asset Management
Connecticut
$5.7M +$21.6K +145 +0.4%
PT
912
Plimoth Trust
Massachusetts
$5.67M +$29.6K +199 +0.5%
PJWM
913
Philip James Wealth Mangement
Georgia
$5.66M +$5.72M +38,432 New
HSA
914
HBK Sorce Advisory
Pennsylvania
$5.65M -$103K -690 -2%
PFS
915
Physicians Financial Services
North Carolina
$5.63M +$24.6K +165 +0.4%
CHC
916
City Holding Co
West Virginia
$5.63M -$37.7K -253 -0.7%
JAG
917
Journey Advisory Group
Kentucky
$5.63M
CWS
918
Confluence Wealth Services
Pennsylvania
$5.6M -$426K -2,863 -7%
WFG
919
Wills Financial Group
Virginia
$5.6M +$270K +1,817 +5%
HFM
920
Hartford Financial Management
Connecticut
$5.58M -$257K -1,728 -4%
TCM
921
Twin Capital Management
Pennsylvania
$5.58M +$1.45M +9,755 +35%
PSP
922
Principal Street Partners
Tennessee
$5.57M -$1.2M -8,051 -18%
ET
923
Equitable Trust
Tennessee
$5.56M +$507K +3,405 +10%
SRC
924
Shufro Rose & Co
New York
$5.55M
FWP
925
FAS Wealth Partners
Kansas
$5.54M +$371K +2,495 +7%

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.