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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
RWP
976
Ridgecrest Wealth Partners
California
$5.13M -$7.74K -52 -0.1%
RT
977
Rockland Trust
Massachusetts
$5.13M -$428K -2,875 -8%
TPWA
978
TRUE Private Wealth Advisors
Oregon
$5.13M -$187K -1,258 -3%
FAIM
979
Financial Advocates Investment Management
Washington
$5.12M -$10.3K -69 -0.2%
TSS
980
Thomas Story & Son
Indiana
$5.11M +$11.2K +75 +0.2%
UCMOK
981
United Capital Management of KS
Kansas
$5.11M +$58.8K +395 +1%
SWK
982
Stephen W. Kidder
$5.11M +$4.91K +33 +0.1%
LKIM
983
Lawson Kroeker Investment Management
Nebraska
$5.1M -$2M -13,454 -28%
MWM
984
Mission Wealth Management
California
$5.09M +$394K +2,650 +8%
1IA
985
1834 Investment Advisors
Wisconsin
$5.07M -$3.2M -21,477 -38%
ECML
986
Eagle Capital Management (Louisiana)
Louisiana
$5.06M +$21.3K +143 +0.4%
RHDIC
987
R.H. Dinel Investment Counsel
California
$5.04M
SCP
988
Sandhill Capital Partners
New York
$5.03M +$249K +1,676 +5%
SBIA
989
Sheaff Brock Investment Advisors
Indiana
$5M -$63.1K -424 -1%
OLA
990
Oliver Luxxe Assets
New Jersey
$4.99M +$6.7K +45 +0.1%
CB
991
Community Bank
New York
$4.98M -$103K -691 -2%
CT
992
Chicago Trust
Illinois
$4.98M +$48.7K +327 +1%
IB
993
Intrust Bank
Kansas
$4.98M -$155K -1,041 -3%
TWP
994
Tyche Wealth Partners
Texas
$4.98M +$14.7K +99 +0.3%
DIA
995
Dana Investment Advisors
Wisconsin
$4.97M -$84.8K -570 -2%
FPGT
996
Financial Partners Group (Tennessee)
Tennessee
$4.96M -$77.7K -522 -2%
Capstone Investment Advisors
997
Capstone Investment Advisors
New York
$4.93M +$4.53M +30,412 +984%
MHIC
998
Marble Harbor Investment Counsel
Massachusetts
$4.91M +$9.68K +65 +0.2%
RSVP
999
Ramsay Stattman Vela & Price
Colorado
$4.91M -$331K -2,225 -6%
BPCE
1000
Bank Pictet & Cie (Europe)
Germany
$4.91M -$191K -1,281 -4%

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.