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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
DA
2026
Denali Advisors
California
$1.08M +$194K +1,301 +22%
KIC
2027
Keating Investment Counselors
Florida
$1.07M -$7.44K -50 -0.7%
USB
2028
Union Savings Bank
Connecticut
$1.07M +$1.04K +7 +0.1%
SLWA
2029
San Luis Wealth Advisors
California
$1.07M +$47.6K +320 +5%
AWA
2030
Aaron Wealth Advisors
Illinois
$1.07M +$78.6K +528 +8%
PK
2031
Pflug Koory
Nebraska
$1.07M +$1.08M +7,247 New
CTC
2032
Cetera Trust Company
Minnesota
$1.07M
VBCG
2033
Valley Brook Capital Group
Pennsylvania
$1.06M +$5.95K +40 +0.6%
AIM
2034
Arcadia Investment Management
Michigan
$1.06M +$74.4K +500 +7%
FIB
2035
First Interstate Bank
Montana
$1.06M +$87.1K +585 +9%
PMG
2036
ProVise Management Group
Florida
$1.06M -$6.32M -42,470 -85%
WHC
2037
Wulff, Hansen & Co
California
$1.06M -$46.1K -310 -4%
AFG
2038
ABLE Financial Group
Arizona
$1.06M -$44.2K -297 -4%
BW
2039
BIP Wealth
Georgia
$1.06M +$626K +4,208 +141%
CP
2040
Covenant Partners
Tennessee
$1.06M +$6.7K +45 +0.6%
GA
2041
GoalVest Advisory
New York
$1.06M +$69.5K +467 +7%
DFS
2042
Dixon Fnancial Services
California
$1.05M +$893 +6 +0.1%
RSC
2043
Red Spruce Capital
Pennsylvania
$1.05M -$75.5K -507 -7%
AAM
2044
Aureus Asset Management
Massachusetts
$1.05M -$77.3K -519 -7%
DG
2045
DMC Group
Alabama
$1.05M +$25.9K +174 +3%
WTA
2046
Washington Trust Advisors
Massachusetts
$1.05M +$595 +4 +0.1%
EFM
2047
Eley Financial Management
Vermont
$1.05M +$6.1K +41 +0.6%
JWCA
2048
J.W. Coons Advisors
Ohio
$1.05M
KIM
2049
Kestra Investment Management
Texas
$1.04M +$1.05M +7,080 New
WWM
2050
Waterway Wealth Management
Texas
$1.04M +$53.3K +358 +5%

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.