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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
PG
1176
Patten Group
Tennessee
$3.57M +$297K +1,995 +9%
HVIA
1177
Hudson Valley Investment Advisors
New York
$3.56M -$409K -2,750 -10%
RWM
1178
RKL Wealth Management
Pennsylvania
$3.56M +$79.5K +534 +2%
RC
1179
Reik & Co
New York
$3.55M
PCA
1180
Providence Capital Advisors
North Carolina
$3.55M +$812K +5,458 +29%
CWP
1181
Concord Wealth Partners
Virginia
$3.54M +$175K +1,179 +5%
MG
1182
Mather Group
Illinois
$3.54M -$3.07M -20,625 -46%
GAMC
1183
Garner Asset Management Corp
Texas
$3.53M +$593K +3,987 +20%
MNBTD
1184
Moody National Bank Trust Division
Texas
$3.53M +$303K +2,038 +9%
FM
1185
Foster & Motley
Ohio
$3.52M -$222K -1,494 -6%
ACM
1186
Argyle Capital Management
Pennsylvania
$3.51M -$150K -1,010 -4%
AWM
1187
Accurate Wealth Management
Florida
$3.51M -$10.1K -68 -0.3%
MAM
1188
Morse Asset Management
Connecticut
$3.51M -$316K -2,124 -8%
EB
1189
Exchange Bank
California
$3.5M -$12.4K -83 -0.3%
MWM
1190
Mattern Wealth Management
Kansas
$3.5M -$1.69M -11,368 -32%
CWM
1191
Cornerstone Wealth Management
Missouri
$3.5M +$151K +1,012 +4%
SVCF
1192
Silicon Valley Community Foundation
California
$3.48M -$45.4K -305 -1%
LHC
1193
Little House Capital
Massachusetts
$3.48M -$302K -2,028 -8%
KC
1194
Kinloch Capital
Virginia
$3.47M -$108K -727 -3%
AB
1195
Atlas Brown
Kentucky
$3.46M -$77.7K -522 -2%
MFG
1196
MidWestOne Financial Group
Iowa
$3.46M -$13.7K -92 -0.4%
BCCM
1197
Bridge Creek Capital Management
Massachusetts
$3.46M -$5.51K -37 -0.2%
FBC
1198
Fairfield, Bush & Co
Connecticut
$3.45M -$338K -2,272 -9%
Verition Fund Management
1199
Verition Fund Management
Connecticut
$3.45M -$20.3M -136,638 -85%
JC
1200
Jacobs & Co
California
$3.45M -$98.2K -660 -3%

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.