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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
BFA
1101
Bill Few Associates
Pennsylvania
$4.06M +$1.64K +11 +0%
BST
1102
Bath Savings Trust
Maine
$4.05M -$117K -789 -3%
BFA
1103
Benedict Financial Advisors
Georgia
$4.03M +$3.57K +24 +0.1%
AMIM
1104
Aull & Monroe Investment Management
Alabama
$4.02M -$115K -773 -3%
AWM
1105
Avior Wealth Management
Nebraska
$3.99M -$187K -1,257 -4%
LAM
1106
Lynch Asset Management
Pennsylvania
$3.99M -$7.44K -50 -0.2%
AWM
1107
Allen Wealth Management
North Carolina
$3.99M +$293K +1,966 +8%
BCB
1108
Brian C. Broderick
$3.98M
SLG
1109
Stanley-Laman Group
Pennsylvania
$3.98M +$76.2K +512 +2%
CS
1110
Crescent Sterling
Louisiana
$3.98M -$65.8K -442 -2%
KA
1111
KLCM Advisors
Wisconsin
$3.97M +$274K +1,839 +7%
FAM
1112
Formidable Asset Management
Ohio
$3.97M -$68.9K -463 -2%
DWA
1113
Douglass Winthrop Advisors
New York
$3.96M +$184K +1,233 +5%
BBWA
1114
Bell & Brown Wealth Advisors
California
$3.96M +$82.6K +555 +2%
BHPW
1115
Beverly Hills Private Wealth
California
$3.96M -$761K -5,116 -16%
MFS
1116
Mattson Financial Services
Michigan
$3.95M -$23.5K -158 -0.6%
FMTCOCP
1117
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.95M -$379K -2,549 -9%
Koshinski Asset Management
1118
Koshinski Asset Management
Illinois
$3.94M -$139K -931 -3%
ACG
1119
Allen Capital Group
Nebraska
$3.93M +$232K +1,559 +6%
SN
1120
Sittner & Nelson
Oregon
$3.93M +$98.7K +663 +3%
FNA
1121
First National Advisers
Nebraska
$3.93M +$185K +1,243 +5%
MMA
1122
Miracle Mile Advisors
California
$3.93M +$55.4K +372 +1%
TCA
1123
Trifecta Capital Advisors
Illinois
$3.91M +$51.2K +344 +1%
GP
1124
Greenline Partners
New York
$3.91M
PBO
1125
Peoples Bank (Ohio)
Ohio
$3.9M -$18.6K -125 -0.5%

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.