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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
DLHL
2101
Donald L. Hagan LLC
Florida
$965K -$22.3K -150 -2%
BA
2102
Ballast Advisors
Minnesota
$964K -$50.2K -337 -5%
FC
2103
Fusion Capital
South Carolina
$963K +$335K +2,253 +53%
GTAM
2104
Global Trust Asset Management
Florida
$959K -$119K -798 -11%
SCM
2105
Sterneck Capital Management
Missouri
$958K +$106K +712 +12%
CAM
2106
Campion Asset Management
Virginia
$957K -$45.4K -305 -4%
AWP
2107
Ascent Wealth Partners
New York
$957K -$816K -5,482 -46%
CWM
2108
Castle Wealth Management
Florida
$954K +$66.5K +447 +7%
OC
2109
Opinicus Capital
Florida
$953K -$9.82K -66 -1%
V
2110
ViaWealth
Kansas
$952K +$298 +2 +0%
PW
2111
Paladin Wealth
Minnesota
$950K +$960K +6,450 New
FMP
2112
Financial Management Professionals
Texas
$948K -$18.3K -123 -2%
MAWA
2113
Moss Adams Wealth Advisors
Washington
$948K +$36.5K +245 +4%
SFG
2114
Seamount Financial Group
Colorado
$946K +$17.1K +115 +2%
SQA
2115
Simon Quick Advisors
New Jersey
$944K -$179K -1,202 -16%
HP
2116
Hilltop Partners
Indiana
$942K +$177K +1,192 +23%
SAF
2117
Smith Anglin Financial
Texas
$940K +$40.9K +275 +5%
AIFAIM
2118
American Institute for Advanced Investment Management
Arizona
$940K -$14.9K -100 -2%
GWANC
2119
Guardian Wealth Advisors (North Carolina)
North Carolina
$939K -$43K -289 -4%
CFP
2120
Curran Financial Partners
South Carolina
$939K -$43.5K -292 -4%
CP
2121
Canopy Partners
Ohio
$938K -$62.7K -421 -6%
MW
2122
MBL Wealth
North Carolina
$937K -$35.7K -240 -4%
CFO
2123
Callan Family Office
Pennsylvania
$935K +$94.4K +634 +11%
BC
2124
Barrett & Company
Rhode Island
$934K
BWP
2125
Balboa Wealth Partners
Arizona
$933K -$134K -899 -12%

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.