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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
HWM
1951
HFG Wealth Management
Texas
$1.18M
CWM
1952
Connecticut Wealth Management
Connecticut
$1.18M -$57.2K -384 -5%
PWP
1953
Phillips Wealth Planners
Mississippi
$1.18M +$141K +950 +14%
IP
1954
Investment Partners
Ohio
$1.18M -$19.8K -133 -2%
PI
1955
Parkside Investments
Illinois
$1.18M -$249K -1,676 -17%
AR
1956
Apeiron RIA
Texas
$1.18M +$11.2K +75 +0.9%
TWP
1957
Total Wealth Planning
Ohio
$1.18M +$435K +2,925 +58%
AC
1958
Addison Capital
Pennsylvania
$1.18M -$2.98K -20 -0.2%
AWM
1959
Angeles Wealth Management
California
$1.17M +$63.9K +429 +6%
SJIM
1960
St. Johns Investment Management
Florida
$1.17M -$17.7K -119 -1%
RPCONE
1961
Retirement Planning Company of New England
Rhode Island
$1.17M +$43.8K +294 +4%
CICI
1962
Capital Investment Counsel Inc
North Carolina
$1.17M +$47.9K +322 +4%
DA
1963
Doliver Advisors
Texas
$1.17M +$298 +2 +0%
EGA
1964
E&G Advisors
Texas
$1.16M
TA
1965
TrueWealth Advisors
Alabama
$1.16M -$568K -3,818 -33%
WMA
1966
Wealth Management Associates
New Jersey
$1.16M +$42.6K +286 +4%
1IA
1967
1620 Investment Advisors
Massachusetts
$1.16M -$95K -638 -7%
PWPS
1968
Pinnacle Wealth Planning Services
Ohio
$1.16M -$406K -2,727 -26%
FA
1969
Fermata Advisors
California
$1.16M +$143K +960 +14%
AIC
1970
Argus Investors Counsel
New York
$1.16M -$10.1K -68 -0.9%
PJSIMP
1971
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.16M -$74.4K -500 -6%
CNC
1972
Citizens & Northern Corp
Pennsylvania
$1.15M +$69.7K +468 +6%
SFA
1973
Souders Financial Advisors
Ohio
$1.15M +$64.3K +432 +6%
OFS
1974
OMC Financial Services
New York
$1.15M
BWM
1975
Baron Wealth Management
Michigan
$1.15M -$116K -781 -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.