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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
TCPG
1451
Trivant Custom Portfolio Group
California
$2.42M +$32.7K +220 +1%
JGCM
1452
Joseph Group Capital Management
Ohio
$2.41M +$460K +3,092 +23%
UF
1453
Univest Financial
Pennsylvania
$2.41M +$1.81M +12,164 +288%
LFG
1454
Larson Financial Group
Missouri
$2.41M +$1.18M +7,908 +93%
ACM
1455
Aster Capital Management
United Arab Emirates
$2.41M +$2.44M +16,373 New
VCAM
1456
Van Cleef Asset Management
Ohio
$2.4M -$3.57K -24 -0.1%
ATWA
1457
Arbor Trust Wealth Advisors
Michigan
$2.4M
BB
1458
Berkshire Bank
Massachusetts
$2.4M +$124K +832 +5%
LS
1459
Leelyn Smith
Illinois
$2.39M +$146K +979 +6%
BDS
1460
Banco de Sabadell
Florida
$2.39M -$109K -735 -4%
PCA
1461
Private Capital Advisors
Connecticut
$2.38M -$67K -450 -3%
CPSAC
1462
Chas P. Smith & Associates (CPS)
Florida
$2.38M +$124K +832 +5%
FG
1463
Fiduciary Group
Georgia
$2.38M +$16.2K +109 +0.7%
CAWM
1464
Capital Advisors Wealth Management
Washington
$2.38M -$52.8K -355 -2%
CG
1465
Clarus Group
Texas
$2.38M -$173K -1,163 -7%
QI
1466
Qtron Investments
Massachusetts
$2.38M -$218K -1,463 -8%
RMAM
1467
Raab & Moskowitz Asset Management
New Jersey
$2.38M -$66.5K -447 -3%
TPI
1468
Trust Point Inc
Wisconsin
$2.37M -$386K -2,594 -14%
AWA
1469
Arete Wealth Advisors
Illinois
$2.37M +$2.4M +16,112 New
JWM
1470
Jeppson Wealth Management
California
$2.36M -$43.9K -295 -2%
IR
1471
IAT Reinsurance
New York
$2.36M
SEP
1472
Southland Equity Partners
Missouri
$2.35M +$539K +3,619 +29%
TWM
1473
Trueblood Wealth Management
Ohio
$2.35M -$262K -1,761 -10%
CWM
1474
Chesapeake Wealth Management
Virginia
$2.35M -$29.3K -197 -1%
NDSI
1475
Newman Dignan & Sheerar Inc
Rhode Island
$2.34M +$48.5K +326 +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.