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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
BMC
1226
Benin Management Corp
Connecticut
$3.32M +$382K +2,568 +13%
CSA
1227
Cottage Street Advisors
Massachusetts
$3.32M -$24.1K -162 -0.7%
NSIM
1228
North Star Investment Management
Illinois
$3.32M +$51.4K +345 +2%
CIA
1229
Cape Investment Advisory
Georgia
$3.3M -$23.8K -160 -0.7%
WB
1230
Webster Bank
Connecticut
$3.28M -$455K -3,059 -12%
CIAS
1231
Capital Investment Advisory Services
North Carolina
$3.28M -$275K -1,848 -8%
HAM
1232
Harmony Asset Management
Arizona
$3.27M -$996K -6,691 -23%
GFA
1233
Gifford Fong Associates
California
$3.27M
LWM
1234
Liberty Wealth Management
California
$3.26M -$27.7M -185,794 -89%
TAIM
1235
Te Ahumairangi Investment Management
New Zealand
$3.25M +$141K +950 +4%
AFG
1236
Albion Financial Group
Utah
$3.24M +$158K +1,060 +5%
MFG
1237
Magnus Financial Group
New York
$3.23M +$1.08M +7,288 +50%
WPW
1238
Waldron Private Wealth
Pennsylvania
$3.23M -$61.3K -412 -2%
BCM
1239
Brookmont Capital Management
Texas
$3.22M -$127K -852 -4%
SIC
1240
Shoker Investment Counsel
Ohio
$3.22M +$104K +699 +3%
BOSSRA
1241
B.O.S.S. Retirement Advisors
Utah
$3.22M -$822K -5,523 -20%
MPI
1242
Mairs & Power Inc
Minnesota
$3.21M -$115K -775 -3%
MPWS
1243
McCarter Private Wealth Services
Massachusetts
$3.21M +$3.24M +21,793 New
NL
1244
NWAM LLC
Washington
$3.21M +$3.24M +21,792 New
S
1245
SignatureFD
Georgia
$3.2M -$1.02M -6,857 -24%
V
1246
VeraBank
Texas
$3.19M -$1.19K -8 -0%
DRD
1247
Dennis R. Delaney
$3.19M -$145K -971 -4%
CWP
1248
CFM Wealth Partners
Texas
$3.19M +$189K +1,273 +6%
TC
1249
Trilogy Capital
California
$3.18M +$89.2K +599 +3%
WAAG
1250
Wealth Alliance Advisory Group
Kansas
$3.18M +$143K +959 +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.