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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
BCMLT
2251
Beacon Capital Management LLC (Tennessee)
Tennessee
$806K +$64.2K +431 +9%
BCA
2252
Bray Capital Advisors
Florida
$805K +$744 +5 +0.1%
CWA
2253
Centennial Wealth Advisory
Michigan
$803K +$44.5K +299 +6%
WAM
2254
WFA Asset Management
Wisconsin
$802K +$9.38K +63 +1%
CFO
2255
Collective Family Office
Pennsylvania
$801K -$253K -1,699 -24%
KC
2256
Kingfisher Capital
North Carolina
$801K +$12.2K +82 +2%
EWM
2257
Elite Wealth Management
Washington
$801K +$104K +700 +15%
PCH
2258
PGIM Custom Harvest
New Jersey
$800K +$15K +101 +2%
EBSAM
2259
Eubel Brady & Suttman Asset Management
Ohio
$799K -$111K -745 -12%
LWA
2260
Lantern Wealth Advisors
New York
$798K
AIM
2261
Alhambra Investment Management
Florida
$797K
LPAM
2262
Lodestar Private Asset Management
California
$796K -$1.19M -7,997 -60%
RK
2263
Rather & Kittrell
Tennessee
$796K -$188K -1,265 -19%
HJGA
2264
Hardman Johnston Global Advisors
Connecticut
$795K
NAS
2265
NWF Advisory Services
California
$794K +$17K +114 +2%
GWM
2266
Gibbs Wealth Management
Georgia
$794K -$56.7K -381 -7%
AI
2267
Accredited Investors
Minnesota
$792K +$21.1K +142 +3%
EBWM
2268
Eagle Bluffs Wealth Management
Missouri
$792K +$1.79K +12 +0.2%
GA
2269
Gateway Advisory
New Jersey
$792K -$187K -1,259 -19%
ICM
2270
Islay Capital Management
Texas
$790K
CAM
2271
Chesapeake Asset Management
New York
$790K +$59.7K +401 +8%
CAM
2272
CPA Asset Management
Florida
$788K
CWA
2273
Consilium Wealth Advisory
Texas
$788K +$35.1K +236 +5%
LWAM
2274
Legacy Wealth Asset Management
Minnesota
$786K +$4.02K +27 +0.5%
ACH
2275
ArrowMark Colorado Holdings
Colorado
$786K +$14.9K +100 +2%

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.