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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
SI
1376
Saxon Interests
Texas
$2.68M +$22K +148 +0.8%
PPA
1377
Painted Porch Advisors
California
$2.68M -$11.2K -75 -0.4%
IAS
1378
Insigneo Advisory Services
Florida
$2.68M +$182K +1,226 +7%
AMBIA
1379
Allen Mooney & Barnes Investment Advisors
Georgia
$2.67M +$44.2K +297 +2%
TAM
1380
Titleist Asset Management
Texas
$2.66M +$246K +1,654 +10%
KA
1381
Keene & Associates
Texas
$2.66M +$51.9K +349 +2%
SAM
1382
Smartleaf Asset Management
Massachusetts
$2.66M +$688K +4,622 +34%
PWG
1383
Portside Wealth Group
Utah
$2.66M -$38.1K -256 -1%
HIA
1384
Harbor Investment Advisory
Maryland
$2.65M -$46.3K -311 -2%
CAGAS
1385
Capital Advisory Group Advisory Services
Minnesota
$2.65M +$46K +309 +2%
MW
1386
Marcum Wealth
Ohio
$2.65M -$181K -1,219 -6%
MSS
1387
Mitchell Sinkler & Starr
Pennsylvania
$2.64M +$548K +3,680 +20%
CFG
1388
Cooper Financial Group
California
$2.63M -$309K -2,078 -10%
GBT
1389
Grove Bank & Trust
Florida
$2.63M -$18.5K -124 -0.7%
CT
1390
Coastline Trust
Rhode Island
$2.63M -$871K -5,855 -25%
CI
1391
Cigna Investments
Connecticut
$2.62M -$46.9K -315 -2%
CCFM
1392
Clear Creek Financial Management
Washington
$2.62M +$137K +920 +5%
TF
1393
Threadgill Financial
Texas
$2.62M -$490K -3,289 -16%
CHAM
1394
Clear Harbor Asset Management
Connecticut
$2.61M +$7.74K +52 +0.3%
PTC
1395
Philadelphia Trust Company
Pennsylvania
$2.61M -$52.4K -352 -2%
RWB
1396
RMR Wealth Builders
New Jersey
$2.61M +$51.2K +344 +2%
CC
1397
Cadinha & Co
Hawaii
$2.61M -$1.75M -11,726 -40%
BCP
1398
Berkeley Capital Partners
Georgia
$2.61M +$366K +2,459 +16%
PP
1399
Patron Partners
Texas
$2.61M -$36.8K -247 -1%
PIM
1400
Pullen Investment Management
Florida
$2.6M +$39.6K +266 +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.