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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
JIP
2126
Jaffetilchin Investment Partners
Florida
$931K +$81.4K +547 +9%
CCG
2127
Coastwise Capital Group
California
$930K +$251K +1,685 +36%
SIM
2128
Sterling Investment Management
Arizona
$929K -$1.06M -7,145 -53%
BIA
2129
Beacon Investment Advisors
Maryland
$929K +$893 +6 +0.1%
CUAMC
2130
China Universal Asset Management Company
China
$926K +$532K +3,573 +131%
GWSG
2131
GPS Wealth Strategies Group
Colorado
$926K +$19.1K +128 +2%
RCM
2132
Requisite Capital Management
Texas
$926K +$14.3K +96 +2%
MP
2133
Mangrove Partners
Connecticut
$925K +$935K +6,283 New
VBA
2134
von Borstel & Associates
Oregon
$924K +$934K +6,276 New
SVCP
2135
Silicon Valley Capital Partners
California
$920K +$107K +720 +13%
MCM
2136
Manchester Capital Management
Vermont
$918K -$49.3K -331 -5%
MA
2137
MBA Advisors
Pennsylvania
$918K +$56.1K +377 +6%
PIM
2138
Provident Investment Management
Michigan
$917K -$71.4K -480 -7%
MI
2139
Motiv8 Investments
Florida
$917K +$134K +902 +17%
CSB
2140
City State Bank
Iowa
$916K +$52.1K +350 +6%
SWM
2141
Sendero Wealth Management
Texas
$914K +$1.34K +9 +0.1%
EWA
2142
Encompass Wealth Advisors
Oregon
$914K +$37.4K +251 +4%
FFA
2143
Fortune Financial Advisors
Kansas
$913K -$915K -6,149 -50%
ECM
2144
Elgethun Capital Management
South Dakota
$912K +$5.95K +40 +0.7%
III
2145
Independent Investors Inc
New York
$912K
HWA
2146
Heartwood Wealth Advisors
Virginia
$911K +$39.1K +263 +4%
AWM
2147
Aviso Wealth Management
Washington
$910K +$170K +1,142 +23%
CWM
2148
CCG Wealth Management
California
$909K -$5.21K -35 -0.6%
SAIG
2149
Semper Augustus Investments Group
Colorado
$908K +$18.9K +127 +2%
JMFC
2150
J.M. Forbes & Co
Massachusetts
$906K -$298 -2 -0%

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.