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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
SIM
1001
Stratos Investment Management
Ohio
$4.91M +$661K +4,443 +15%
EA
1002
Ellsworth Advisors
Ohio
$4.91M +$4.96M +33,324 New
MAS
1003
Meeder Advisory Services
Ohio
$4.9M -$446K -2,994 -8%
HCA
1004
Harbour Capital Advisors
Virginia
$4.89M -$2.98K -20 -0.1%
RCA
1005
Resonant Capital Advisors
Wisconsin
$4.89M -$44.8K -301 -0.9%
MS
1006
Madden Securities
Texas
$4.87M +$201K +1,352 +4%
PAM
1007
Panagora Asset Management
Massachusetts
$4.86M -$2.84M -19,088 -37%
EAM
1008
Erste Asset Management
Austria
$4.85M +$1.64M +11,000 +50%
TI
1009
tru Independence
Oregon
$4.84M +$43.6K +293 +0.9%
SCI
1010
S&CO Inc
Massachusetts
$4.82M
KTM
1011
Keeler Thomas Management
Utah
$4.81M +$207K +1,393 +4%
BMA
1012
Brooks Moore & Associates
Tennessee
$4.81M +$80.7K +542 +2%
SAMC
1013
Spectrum Asset Management (California)
California
$4.81M -$566K -3,801 -10%
DWM
1014
Destination Wealth Management
California
$4.8M +$222K +1,492 +5%
GIA
1015
GHP Investment Advisors
Colorado
$4.79M +$112K +752 +2%
FFM
1016
Forum Financial Management
Illinois
$4.77M +$131K +877 +3%
FCP
1017
Fidelis Capital Partners
Florida
$4.74M -$128K -858 -3%
PAM
1018
Peak Asset Management
Colorado
$4.73M +$126K +845 +3%
MCCP
1019
Mission Creek Capital Partners
California
$4.72M +$26.6K +179 +0.6%
CPA
1020
Capital Planning Advisors
California
$4.72M +$98.7K +663 +2%
TNBTD
1021
Trustmark National Bank Trust Department
Mississippi
$4.71M -$1.45M -9,713 -23%
ACM
1022
Altrius Capital Management
North Carolina
$4.7M +$549K +3,688 +13%
AW
1023
Apricus Wealth
South Carolina
$4.69M +$1.15M +7,700 +32%
GLA
1024
Good Life Advisors
Pennsylvania
$4.68M +$2.64M +17,732 +126%
CD
1025
Chapin Davis
Maryland
$4.68M +$222K +1,491 +5%

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.