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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
LA
1326
Legacy Advisors
Pennsylvania
$2.87M +$18.6K +125 +0.6%
CNFG
1327
Creegan & Nassoura Financial Group
New Hampshire
$2.86M +$1.27M +8,524 +78%
CSC
1328
Caldwell Sutter Capital
California
$2.86M -$134K -900 -4%
SIG
1329
Sargent Investment Group
Maryland
$2.86M +$362K +2,432 +14%
MSK
1330
Melissa S. Kampmann
$2.85M +$5.95K +40 +0.2%
DWT
1331
Dorsey & Whitney Trust
South Dakota
$2.85M +$470K +3,158 +19%
WA1
1332
Wimmer Associates 1
California
$2.85M +$91.8K +617 +3%
GAG
1333
GM Advisory Group
New York
$2.85M -$241K -1,617 -8%
MPCG
1334
Matrix Private Capital Group
New York
$2.85M -$447 -3 -0%
BSB
1335
Bangor Savings Bank
Maine
$2.83M -$16.2K -109 -0.6%
1WA
1336
180 Wealth Advisors
Washington
$2.83M +$4.76K +32 +0.2%
CA
1337
Continuum Advisory
Idaho
$2.82M +$168K +1,131 +7%
QPWM
1338
Quadrant Private Wealth Management
Pennsylvania
$2.81M +$139K +931 +5%
CIA
1339
Cohen Investment Advisors
New Hampshire
$2.81M -$22.3K -150 -0.8%
MTIC
1340
Missouri Trust & Investment Company
Missouri
$2.81M +$17.9K +120 +0.6%
Two Sigma Investments
1341
Two Sigma Investments
New York
$2.81M +$1.24M +8,300 +77%
YDMI
1342
Y.D. More Investments
Israel
$2.81M +$778K +5,228 +38%
WCM
1343
Whitener Capital Management
North Carolina
$2.81M +$284K +1,911 +11%
BP
1344
BBR Partners
New York
$2.81M -$39.9K -268 -1%
OCM
1345
Orleans Capital Management
Louisiana
$2.81M -$52.1K -350 -2%
KFBMI
1346
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.8M
VRM
1347
Vectors Research Management
New York
$2.8M +$20.1K +135 +0.7%
BWAM
1348
Boyd Watterson Asset Management
Ohio
$2.79M +$41.8K +281 +2%
LFS
1349
Leibman Financial Services
Nebraska
$2.79M +$132K +887 +5%
QWM
1350
Quadcap Wealth Management
Texas
$2.79M -$291K -1,956 -9%

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.