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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
JFGIW
1251
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.18M +$121K +812 +4%
CCA
1252
Checchi Capital Advisers
California
$3.18M -$27.4K -184 -0.8%
HAC
1253
Harbor Advisory Corp
New Hampshire
$3.18M +$1.68M +11,261 +109%
FA
1254
Fiduciary Alliance
South Carolina
$3.17M -$5.92M -39,780 -65%
SB
1255
Strategic Blueprint
Georgia
$3.17M -$208K -1,398 -6%
AMG
1256
Advisors Management Group
Wisconsin
$3.17M +$7.14K +48 +0.2%
RCIM
1257
Red Cedar Investment Management
Michigan
$3.17M
HWA
1258
HCR Wealth Advisors
California
$3.16M -$33K -222 -1%
BKA
1259
Brick & Kyle Associates
Pennsylvania
$3.14M -$33.8K -227 -1%
DSC
1260
Duncker Streett & Co
Missouri
$3.14M -$1.21M -8,118 -28%
DRS
1261
Deane Retirement Strategies
Louisiana
$3.13M +$3.04M +20,445 +2,428%
TWM
1262
TCFG Wealth Management
California
$3.13M +$3.16M +21,244 New
GFPC
1263
Global Financial Private Client
Florida
$3.12M +$41.7K +280 +1%
BMC
1264
Beaton Management Company
Massachusetts
$3.12M
KLWA
1265
Kelly Lawrence W & Associates
California
$3.12M -$59.5K -400 -2%
HGWM
1266
Horst & Graben Wealth Management
Oregon
$3.12M +$1.49K +10 +0%
MCWS
1267
McKinley Carter Wealth Services
West Virginia
$3.11M +$59.7K +401 +2%
RSWM
1268
Robertson Stephens Wealth Management
California
$3.11M -$293K -1,966 -9%
C
1269
Certuity
Florida
$3.11M -$14.8M -99,224 -82%
HCM
1270
Hutchinson Capital Management
California
$3.09M +$255K +1,713 +9%
TA
1271
TFG Advisers
Michigan
$3.09M +$93.2K +626 +3%
PF
1272
Prosperitas Financial
California
$3.09M +$248K +1,664 +9%
MMG
1273
Monetary Management Group
Missouri
$3.08M +$29.8K +200 +1%
CCM
1274
Coerente Capital Management
Ontario, Canada
$3.08M +$44.7K +300 +1%
EFMC
1275
Empire Financial Management Company
New York
$3.08M +$15.6K +105 +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.