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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
PAM
1076
Pegasus Asset Management
New York
$4.25M +$25.2K +169 +0.6%
TWA
1077
TCI Wealth Advisors
Arizona
$4.25M +$51.2K +344 +1%
MPIM
1078
McGinn Penninger Investment Management
Virginia
$4.24M
CCA
1079
Cobblestone Capital Advisors
New York
$4.22M +$131K +883 +3%
RCM
1080
RB Capital Management
Nevada
$4.2M +$185K +1,245 +5%
OCAM
1081
Onex Canada Asset Management
Ontario, Canada
$4.2M -$137K -920 -3%
BMM
1082
Buffington Mohr McNeal
Idaho
$4.2M +$4.02K +27 +0.1%
SF
1083
Symphony Financial
Texas
$4.2M +$283K +1,902 +7%
RMDI
1084
R.M. Davis Inc
Maine
$4.2M -$138K -930 -3%
SWM
1085
Segment Wealth Management
Texas
$4.19M -$16.8K -113 -0.4%
SC
1086
Sepio Capital
Utah
$4.19M -$149K -1,000 -3%
Kayne Anderson Rudnick Investment Management
1087
Kayne Anderson Rudnick Investment Management
California
$4.18M -$10.8M -72,667 -72%
MSA
1088
McAlister Sweet & Associates
Texas
$4.18M +$463K +3,109 +12%
LNWTC
1089
Laird Norton Wetherby Trust Company
Washington
$4.17M
IWN
1090
Independent Wealth Network
Iowa
$4.17M +$19.5K +131 +0.5%
FNBTCON
1091
First National Bank & Trust Co of Newtown
Pennsylvania
$4.17M
MCM
1092
Mill Capital Management
North Carolina
$4.16M
VAS
1093
Vestmark Advisory Solutions
Massachusetts
$4.15M -$469K -3,149 -10%
CA
1094
CoreCap Advisors
Michigan
$4.15M +$4.19M +28,177 New
PRS
1095
Pinkerton Retirement Specialists
Idaho
$4.14M +$204K +1,368 +5%
CA
1096
CGN Advisors
Kansas
$4.13M +$435K +2,920 +12%
CF
1097
Centaurus Financial
California
$4.11M -$638K -4,284 -13%
GIP
1098
Greatmark Investment Partners
Georgia
$4.1M +$457K +3,068 +12%
WR
1099
WD Rutherford
Oregon
$4.09M +$603K +4,050 +17%
SLI
1100
Sumitomo Life Insurance
Japan
$4.07M +$99.3K +667 +2%

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.