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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
LSA
2151
Leonteq Securities AG
Switzerland
$905K -$1.5M -10,058 -62%
MPCA
2152
Madison Park Capital Advisors
Washington
$904K +$447 +3 +0%
KP
2153
Keel Point
Alabama
$903K -$34.8K -234 -4%
UAG
2154
United Advisor Group
Ohio
$902K +$193K +1,296 +27%
BSTWA
2155
Blake Schutter Theil Wealth Advisors
Ohio
$902K +$912K +6,127 New
CWM
2156
Calamos Wealth Management
Illinois
$900K -$5.19M -34,875 -85%
CHA
2157
Cooper/Haims Advisors
New York
$900K -$30.2K -203 -3%
KA
2158
Klingman & Associates
New York
$898K +$314K +2,108 +53%
IAA
2159
Ironsides Asset Advisors
North Carolina
$897K +$254K +1,708 +39%
BFPW
2160
BOK Financial Private Wealth
Colorado
$894K +$206K +1,383 +29%
EW
2161
Elyxium Wealth
California
$894K +$904K +6,072 New
WCA
2162
Westover Capital Advisors
Delaware
$892K +$62.5K +420 +7%
SA
2163
SAM Advisors
California
$892K +$902K +6,057 New
PCMC
2164
Private Capital Management (Colorado)
Colorado
$891K +$63K +423 +8%
TCOK
2165
Trust Company of Kansas
Kansas
$890K +$67K +450 +8%
MSWM
2166
McGlone Suttner Wealth Management
Wisconsin
$887K -$370K -2,488 -29%
CA
2167
Cambridge Advisors
Nebraska
$886K +$2.23K +15 +0.3%
SWA
2168
SOA Wealth Advisors
New York
$885K +$6.85K +46 +0.8%
CF
2169
Clarity Financial
Texas
$885K +$42.4K +285 +5%
FC
2170
Forte Capital
New York
$885K -$24.4K -164 -3%
GWAM
2171
Guardian Wealth Advisors (Minnesota)
Minnesota
$884K +$29.8K +200 +3%
WDG
2172
Wealth Dimensions Group
Ohio
$883K +$104K +702 +13%
SWM
2173
Salvus Wealth Management
New Jersey
$881K +$18K +121 +2%
MHR
2174
Matthew Hamilton Rosenberg
$878K +$8.78K +59 +1%
MFG
2175
Mainsail Financial Group
Washington
$877K +$176K +1,183 +25%

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.