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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
1WM
2001
1900 Wealth Management
Texas
$1.12M
CPA
2002
Court Place Advisors
Maryland
$1.11M -$37.2K -250 -3%
BFA
2003
Brendel Financial Advisors
New Hampshire
$1.11M -$85.1K -572 -7%
FPB
2004
First PREMIER Bank
South Dakota
$1.1M +$70.4K +473 +7%
TNA
2005
True North Advisors
Texas
$1.1M -$412K -2,766 -27%
EFSCE
2006
Enterprise Financial Services Corp (EFSC)
Missouri
$1.1M -$87.8K -590 -7%
CCA
2007
Conservest Capital Advisors
Pennsylvania
$1.1M
MCC
2008
Money Concepts Capital
Florida
$1.1M +$22.5K +151 +2%
WAM
2009
Wolverine Asset Management
Illinois
$1.1M +$1.11M +7,450 New
CWM
2010
Centric Wealth Management
Illinois
$1.1M -$1.94K -13 -0.2%
LMKC
2011
L.M. Kohn & Company
Ohio
$1.09M +$43.2K +290 +4%
BOPW
2012
Brandywine Oak Private Wealth
Pennsylvania
$1.09M -$16.1K -108 -1%
LAM
2013
L2 Asset Management
Massachusetts
$1.09M +$37.4K +251 +4%
PCG
2014
PFC Capital Group
California
$1.08M +$61.8K +415 +6%
JSSH
2015
J. Safra Sarasin Holding
$1.08M -$119K -802 -10%
EDRH
2016
Edmond de Rothschild Holding
Switzerland
$1.08M -$433K -2,912 -28%
MJRIC
2017
Mogy Joel R Investment Counsel
California
$1.08M -$14.9K -100 -1%
LSIA
2018
LaSalle St. Investment Advisors
Illinois
$1.08M +$96.9K +651 +10%
ESBC
2019
E.S. Barr & Co
Kentucky
$1.08M +$5.95K +40 +0.5%
FPGK
2020
Financial Partners Group (Kansas)
Kansas
$1.08M -$46.6K -313 -4%
GAA
2021
Global Assets Advisory
Florida
$1.08M +$1.07M +7,207 New
CCM
2022
Chickasaw Capital Management
Tennessee
$1.08M
FCT
2023
First Community Trust
Iowa
$1.08M
FWA
2024
FSM Wealth Advisors
Ohio
$1.08M +$16.1K +108 +1%
MPPLM
2025
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.08M -$76.5K -514 -7%

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.