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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
ACM
1151
Alpha Capital Management
Texas
$3.75M +$114K +767 +3%
KFP
1152
Keystone Financial Planning
Ohio
$3.75M
SR
1153
Syntax Research
Florida
$3.74M +$3.37M +22,647 +814%
MWM
1154
Modern Wealth Management
Kansas
$3.74M +$441K +2,964 +13%
HWMO
1155
Heritage Wealth Management (Ohio)
Ohio
$3.74M -$86.2K -579 -2%
LOIM
1156
Liberty One Investment Management
Illinois
$3.73M +$278K +1,868 +8%
IAG
1157
Investmark Advisory Group
Connecticut
$3.72M +$69.1K +464 +2%
PTCG
1158
Pring Turner Capital Group
California
$3.71M -$2.68K -18 -0.1%
GI
1159
GAMCO Investors
Connecticut
$3.7M -$72.6K -488 -2%
VCA
1160
Verdence Capital Advisors
Maryland
$3.68M +$113K +759 +3%
CFG
1161
Cosner Financial Group
Colorado
$3.68M +$3.87K +26 +0.1%
NAMA
1162
Nikko Asset Management Americas
New York
$3.68M -$446K -2,995 -11%
GWM
1163
Glass Wealth Management
Texas
$3.67M +$204K +1,372 +6%
SWMG
1164
Signature Wealth Management Group
Georgia
$3.66M +$64.5K +433 +2%
CAAS
1165
Capital Asset Advisory Services
Michigan
$3.66M +$47.8K +321 +1%
CIG
1166
Consolidated Investment Group
Colorado
$3.64M
WAP
1167
Wealthcare Advisory Partners
Pennsylvania
$3.64M -$68K -457 -2%
1832 Asset Management
1168
1832 Asset Management
Ontario, Canada
$3.64M +$291K +1,957 +9%
LWANC
1169
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.63M +$87.7K +589 +2%
Optiver Holding
1170
Optiver Holding
Netherlands
$3.62M +$1.43M +9,634 +65%
AIS
1171
American Investment Services
Massachusetts
$3.59M +$1.21M +8,113 +50%
GL
1172
Graypoint LLC
New York
$3.59M -$541K -3,636 -13%
HIC
1173
Holderness Investments Company
North Carolina
$3.58M -$121K -814 -3%
SIAP
1174
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.58M +$375K +2,519 +12%
CIG
1175
Cullen Investment Group
Louisiana
$3.58M +$78.9K +530 +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.