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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
IWM
2226
Integris Wealth Management
California
$827K +$13.4K +90 +2%
RGF
2227
Retirement Guys Formula
Ohio
$827K +$87.8K +590 +12%
SL
2228
Sentry LLC
Tennessee
$825K -$203K -1,362 -20%
SC
2229
Steph & Co
Wisconsin
$824K +$7.89K +53 +1%
WAS
2230
Winch Advisory Services
Wisconsin
$823K +$50.2K +337 +6%
FH
2231
FWG Holdings
Florida
$823K -$61.5K -413 -7%
PIA
2232
Pinion Investment Advisors
Kansas
$822K +$58.9K +396 +8%
PF
2233
Penney Financial
Texas
$821K +$2.68K +18 +0.3%
MIM
2234
Merrion Investment Management
New Jersey
$820K
CAM
2235
Cozad Asset Management
Illinois
$819K -$129K -864 -13%
BCM
2236
BTC Capital Management
Iowa
$817K -$9.33M -62,689 -92%
SPA
2237
Shore Point Advisors
New Jersey
$817K -$40.9K -275 -5%
MCM
2238
Mattern Capital Management
Colorado
$815K +$104K +697 +14%
CFG
2239
Copley Financial Group
California
$814K +$823K +5,527 New
VBFG
2240
Vishria Bird Financial Group
Tennessee
$813K -$18.2K -122 -2%
DAM
2241
Diamant Asset Management
Connecticut
$811K +$47.6K +320 +6%
SWA
2242
Sax Wealth Advisors
New Jersey
$810K -$540K -3,628 -40%
RCG
2243
Regatta Capital Group
California
$810K +$73.4K +493 +10%
OIA
2244
Optimum Investment Advisors
Illinois
$809K -$55.8K -375 -6%
PA
2245
Prossimo Advisors
California
$807K -$155K -1,042 -16%
SFI
2246
SPC Financial Inc
Maryland
$806K -$29K -195 -3%
BWP
2247
Barlow Wealth Partners
Kentucky
$806K +$149 +1 +0%
TWM
2248
Tanager Wealth Management
United Kingdom
$806K +$39K +262 +5%
OTPPB
2249
Ontario Teachers' Pension Plan Board
Ontario, Canada
$806K +$137K +920 +20%
NCM
2250
NCM Capital Management
New Jersey
$806K

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.