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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
GWM
2201
Gray Wealth Management
Maine
$853K +$43.5K +292 +5%
SGI
2202
Summit Global Investments
Utah
$852K +$178K +1,197 +26%
FGA
2203
Fortis Group Advisors
New Jersey
$848K -$273K -1,832 -24%
SAI
2204
Savvy Advisors Inc
New York
$848K +$237K +1,591 +38%
SAM
2205
Smithbridge Asset Management
Pennsylvania
$847K
PWM
2206
PBMares Wealth Management
Virginia
$845K +$3.27K +22 +0.4%
TF
2207
Trek Financial
Arizona
$844K -$33.2K -223 -4%
EFG
2208
Ethos Financial Group
Pennsylvania
$843K -$60.6K -407 -7%
JAFL
2209
Jay A. Fishman Ltd
Michigan
$843K -$592K -3,975 -41%
SFP
2210
Sandbox Financial Partners
Maryland
$842K -$24.1K -162 -3%
VC
2211
Vicus Capital
Pennsylvania
$841K -$317K -2,131 -27%
NWAG
2212
Net Worth Advisory Group
Utah
$841K +$850K +5,709 New
TCBWMS
2213
Texas Capital Bank Wealth Management Services
Texas
$841K +$397K +2,667 +88%
C
2214
CEDRUS
Colorado
$839K +$124K +833 +17%
FAT
2215
First American Trust
California
$839K -$152K -1,018 -15%
IIC
2216
Integrated Investment Consultants
Michigan
$836K +$2.62M +17,593 +296%
PPC
2217
Park Place Capital
Alabama
$835K +$447 +3 +0.1%
TNB
2218
Thomasville National Bank
Georgia
$833K -$90.1K -605 -10%
APG
2219
Abacus Planning Group
South Carolina
$831K -$13.2K -89 -2%
LIA
2220
LBMC Investment Advisors
Tennessee
$831K +$2.23K +15 +0.3%
OWA
2221
Octavia Wealth Advisors
Ohio
$830K +$62.7K +421 +8%
SFA
2222
Semmax Financial Advisors
North Carolina
$830K +$19.9K +134 +3%
HFM
2223
Hartford Funds Management
Pennsylvania
$830K -$104K -702 -11%
MCWA
2224
Meadow Creek Wealth Advisors
Georgia
$829K +$63.1K +424 +8%
GAA
2225
Guardian Asset Advisors
Pennsylvania
$828K +$282K +1,893 +51%

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.