We are live on ! Find out more
CVX icon

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
CHP
2051
Cable Hill Partners
Oregon
$1.04M +$118K +795 +13%
SIS
2052
Sound Income Strategies
Florida
$1.04M +$138K +928 +15%
AWM
2053
Accel Wealth Management
Iowa
$1.03M -$77K -517 -7%
PPG
2054
Peak Planning Group
Colorado
$1.03M +$1.64K +11 +0.2%
BEAM
2055
Baker Ellis Asset Management
Washington
$1.03M -$152K -1,018 -13%
IPW
2056
Impact Partnership Wealth
Georgia
$1.03M +$95.6K +642 +10%
ASBI
2057
American State Bank (Iowa)
Iowa
$1.03M -$20.5K -138 -2%
ITIM
2058
Indiana Trust & Investment Management
Indiana
$1.03M -$63.4K -426 -6%
NQWM
2059
Northwest Quadrant Wealth Management
Oregon
$1.02M +$7.74K +52 +0.8%
SHF
2060
Safe Harbor Fiduciary
Florida
$1.02M +$1.03M +6,942 New
AFM
2061
Abbot Financial Management
Massachusetts
$1.02M +$1.49K +10 +0.1%
BIC
2062
Beach Investment Counsel
Pennsylvania
$1.02M -$106K -710 -9%
CCG
2063
Catalina Capital Group
California
$1.02M -$55.2K -371 -5%
CVA
2064
Central Valley Advisors
California
$1.02M +$28.3K +190 +3%
SFS
2065
Sharp Financial Services
Pennsylvania
$1.02M +$91.2K +613 +10%
ICM
2066
IMS Capital Management
Oregon
$1.02M +$447 +3 +0%
HBW
2067
Hazlett, Burt & Watson
West Virginia
$1.01M +$61.9K +416 +6%
AFP
2068
Ausdal Financial Partners
Iowa
$1.01M -$367K -2,468 -26%
WC
2069
Westhampton Capital
North Carolina
$1.01M +$18.6K +125 +2%
CAS
2070
CTC Alternative Strategies
Illinois
$1.01M +$14K +94 +1%
CRI
2071
Colonial River Investments
Virginia
$1.01M +$18.5K +124 +2%
AIA
2072
Angeles Investment Advisors
California
$1.01M +$12.2K +82 +1%
EA
2073
Emerald Advisors
Washington
$1.01M -$83.2K -559 -8%
MLA
2074
My Legacy Advisors
Oregon
$1M -$178K -1,195 -15%
WCG
2075
Weaver Consulting Group
California
$999K +$104K +696 +11%

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.