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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
RC
1301
Roundview Capital
New Jersey
$2.97M +$34.4K +231 +1%
SFS
1302
Solitude Financial Services
Virginia
$2.97M +$888K +5,968 +42%
GWM
1303
GSB Wealth Management
Connecticut
$2.96M +$226K +1,517 +8%
MAM
1304
Milestone Asset Management
Pennsylvania
$2.96M +$245K +1,643 +9%
P
1305
Pitcairn
Pennsylvania
$2.96M -$579K -3,887 -16%
SWM
1306
Sculati Wealth Management
Michigan
$2.95M +$63K +423 +2%
CCM
1307
Cox Capital Management
Massachusetts
$2.95M +$1.19K +8 +0%
LCM
1308
Landscape Capital Management
New Jersey
$2.94M +$2.98M +19,997 New
CST
1309
Charles Schwab Trust
Nevada
$2.94M -$442K -2,971 -13%
DFA
1310
Delta Financial Advisors
Louisiana
$2.93M -$46.1K -310 -2%
MAM
1311
Mystic Asset Management
Rhode Island
$2.93M +$11.3K +76 +0.4%
AC
1312
AlphaCore Capital
California
$2.93M -$1.49K -10 -0.1%
HKAM
1313
Horizon Kinetics Asset Management
New York
$2.91M +$857K +5,760 +41%
CWP
1314
Cyndeo Wealth Partners
Florida
$2.91M +$9.97K +67 +0.3%
FAP
1315
Financial Advisory Partners
Florida
$2.89M -$51.4K -345 -2%
WG
1316
Wealth Group
North Carolina
$2.89M +$11.8K +79 +0.4%
ABTD
1317
Arvest Bank Trust Division
Oklahoma
$2.89M +$2.92M +19,630 New
AI
1318
ArchPoint Investors
Florida
$2.89M
RWM
1319
Ritholtz Wealth Management
New York
$2.89M -$221K -1,487 -7%
CGH
1320
CMG Global Holdings
Texas
$2.88M -$147K -989 -5%
QCG
1321
Quadrant Capital Group
Ohio
$2.88M -$144K -966 -5%
HI
1322
Hudock Inc
Pennsylvania
$2.88M +$19.2K +129 +0.7%
WPC
1323
White Pine Capital
Minnesota
$2.88M +$15.8K +106 +0.5%
TCA
1324
Tortoise Capital Advisors
Kansas
$2.88M
SCA
1325
Sippican Capital Advisors
Massachusetts
$2.87M +$5.95K +40 +0.2%

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.