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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
ACA
1976
Ackerman Capital Advisors
Texas
$1.15M
FLI
1977
Family Legacy Inc
South Carolina
$1.15M +$55.8K +375 +5%
EFG
1978
Everhart Financial Group
Ohio
$1.15M -$83.9K -564 -7%
WEG
1979
World Equity Group
Illinois
$1.15M +$7.44K +50 +0.6%
FSC
1980
Full Sail Capital
Oklahoma
$1.14M -$768K -5,160 -40%
WDA
1981
Wendell David Associates
New Hampshire
$1.14M
DWG
1982
Darden Wealth Group
Michigan
$1.14M +$92.4K +621 +9%
BFC
1983
Blue Fin Capital
Rhode Island
$1.14M -$5.51K -37 -0.5%
FCFC
1984
First Commonwealth Financial Corp
Pennsylvania
$1.14M +$7.59K +51 +0.7%
PWA
1985
Provenance Wealth Advisors
Florida
$1.14M +$63.6K +427 +6%
SOS
1986
Silver Oak Securities
Tennessee
$1.14M +$77.8K +523 +7%
WP
1987
WMS Partners
Maryland
$1.14M -$7.14K -48 -0.6%
FCB
1988
First County Bank
Connecticut
$1.14M -$67.4K -453 -6%
RWA
1989
Redhawk Wealth Advisors
Minnesota
$1.14M -$204K -1,372 -15%
CA
1990
Carson Advisory
Georgia
$1.14M +$80.2K +539 +7%
CFP
1991
Catalyst Financial Partners
Massachusetts
$1.14M -$94.7K -636 -8%
HCP
1992
Holt Capital Partners
Texas
$1.13M +$1.15M +7,706 New
WHRC
1993
W.H. Reaves & Co
New Jersey
$1.13M
WP
1994
Westmount Partners
California
$1.13M +$1.94K +13 +0.2%
SCI
1995
Stableford Capital II
Arizona
$1.13M +$83.9K +564 +8%
AA
1996
Advisory Alpha
Michigan
$1.13M +$47.5K +319 +4%
RSA
1997
River Street Advisors
Illinois
$1.13M +$673K +4,522 +144%
HCM
1998
Hodges Capital Management
Texas
$1.13M -$823K -5,529 -42%
EW
1999
Element Wealth
Mississippi
$1.12M +$31.3K +210 +3%
DF
2000
Donoghue Forlines
Massachusetts
$1.12M +$174K +1,170 +18%

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.