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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
HVP
926
Hudson Value Partners
Florida
$5.53M +$129K +864 +2%
HWAM
927
Hennion & Walsh Asset Management
New Jersey
$5.52M -$902K -6,057 -14%
CT
928
Colonial Trust
South Carolina
$5.5M +$232K +1,556 +4%
CW
929
CreativeOne Wealth
Kansas
$5.49M +$1.51M +10,174 +38%
BFA
930
Bragg Financial Advisors
North Carolina
$5.48M -$72.5K -487 -1%
WP
931
WealthPLAN Partners
Nebraska
$5.47M -$1.32M -8,857 -19%
PCM
932
Palisade Capital Management
New Jersey
$5.47M +$619K +4,157 +13%
KCG
933
Kinsale Capital Group
Virginia
$5.47M +$63.3K +425 +1%
LNWWM
934
Laird Norton Wetherby Wealth Management
California
$5.47M -$344K -2,314 -6%
FMTC
935
Farmers & Merchants Trust Company
California
$5.47M +$171K +1,150 +3%
FCMT
936
Founders Capital Management (Texas)
Texas
$5.45M +$26.3K +177 +0.5%
FTWA
937
Fifth Third Wealth Advisors
Ohio
$5.45M +$612K +4,113 +13%
AFG
938
Argent Financial Group
Louisiana
$5.44M +$5.5M +36,927 New
NFG
939
Nations Financial Group
Iowa
$5.42M +$477K +3,204 +10%
SC
940
Schulhoff & Co
Ohio
$5.41M +$35.1K +236 +0.6%
SCM
941
Stonebridge Capital Management
California
$5.41M -$44.7K -300 -0.8%
TLP
942
Trinity Legacy Partners
Texas
$5.41M +$664K +4,460 +14%
GWM
943
Geneos Wealth Management
Colorado
$5.4M +$190K +1,279 +4%
JCM
944
Jacobi Capital Management
Pennsylvania
$5.4M +$316K +2,126 +6%
HI
945
Horizon Investments
North Carolina
$5.4M -$110K -740 -2%
MGIA
946
Moneta Group Investment Advisors
Missouri
$5.38M -$34.8K -234 -0.6%
SS
947
Sunbelt Securities
Texas
$5.38M -$488K -3,279 -8%
SIA
948
SGL Investment Advisors
Montana
$5.38M +$4.95M +33,229 New
CWM
949
Concentric Wealth Management
California
$5.37M +$162K +1,086 +3%
JFL
950
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.36M -$4.39M -29,480 -45%

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.