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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
CIAS
1401
CFS Investment Advisory Services
New Jersey
$2.6M -$3.82M -25,661 -59%
CPIG
1402
Chicago Partners Investment Group
Illinois
$2.6M -$48.2K -324 -2%
HAS
1403
HBW Advisory Services
California
$2.6M +$1.97M +13,266 +304%
AIM
1404
Acropolis Investment Management
Missouri
$2.59M -$206K -1,381 -7%
SIC
1405
SFE Investment Counsel
California
$2.58M -$4.46K -30 -0.2%
TCM
1406
Traynor Capital Management
Pennsylvania
$2.58M +$133K +894 +5%
OC
1407
Oakworth Capital
Alabama
$2.57M -$62.8K -422 -2%
JWA
1408
JFS Wealth Advisors
Pennsylvania
$2.57M +$672K +4,512 +35%
BSA
1409
Bull Street Advisors
Georgia
$2.57M +$254K +1,705 +11%
NG
1410
Norden Group
Utah
$2.56M +$156K +1,051 +6%
GWAG
1411
Garrett Wealth Advisory Group
Texas
$2.55M +$1.4M +9,399 +119%
B
1412
Bellecapital
Switzerland
$2.55M +$1.15M +7,730 +81%
IAS
1413
Investment Advisory Services
Texas
$2.55M -$576K -3,871 -18%
SIC
1414
Sigma Investment Counselors
Michigan
$2.55M -$181K -1,218 -7%
MFA
1415
Mayflower Financial Advisors
Massachusetts
$2.55M +$330K +2,216 +15%
WA
1416
WP Advisors
California
$2.55M -$367K -2,466 -12%
NHC
1417
Nicholas Hoffman & Company
Georgia
$2.55M -$161K -1,081 -6%
SF
1418
Slagle Financial
Illinois
$2.54M +$189K +1,268 +8%
CHJWM
1419
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.54M -$37.4K -251 -1%
BFG
1420
Beacon Financial Group
Texas
$2.53M -$63.7K -428 -2%
PL
1421
Perpetual Ltd
Australia
$2.53M
FCG
1422
Fielder Capital Group
Tennessee
$2.53M -$29.8K -200 -1%
DIM
1423
Delta Investment Management
California
$2.52M -$4.46K -30 -0.2%
NF
1424
Nvest Financial
New Hampshire
$2.52M -$34.8K -234 -1%
SAM
1425
Sompo Asset Management
Japan
$2.52M +$789K +5,302 +45%

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.