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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
FSWA
2276
Financial Synergies Wealth Advisors
Texas
$786K -$17.7K -119 -2%
MCM
2277
Mendel Capital Management
Arkansas
$785K +$12.1K +81 +2%
LF
2278
LifeSteps Financial
California
$785K +$30.1K +202 +4%
FFC
2279
First Financial Corp
Indiana
$784K
CW
2280
Channel Wealth
California
$784K -$114K -769 -13%
PCMM
2281
Piedmont Capital Management (Montana)
Montana
$784K -$43.6K -293 -5%
D
2282
Diversified
Delaware
$783K -$25.5K -171 -3%
DE
2283
Diversified Enterprises
Delaware
$783K +$792K +5,319 New
DOA
2284
D'Orazio & Associates
Virginia
$783K -$40.6K -273 -5%
ARMT
2285
Amica Retiree Medical Trust
Rhode Island
$782K +$791K +5,313 New
W
2286
Wealthquest
Ohio
$782K +$17.6K +118 +2%
HI
2287
Hoey Investments
Pennsylvania
$782K
HCP
2288
Hardin Capital Partners
South Carolina
$781K -$4.17K -28 -0.5%
SIAG
2289
Safeguard Investment Advisory Group
California
$780K +$81.6K +548 +12%
SIA
2290
Sit Investment Associates
Minnesota
$779K -$2.07M -13,895 -72%
AF
2291
Aviso Financial
Ontario, Canada
$778K +$64.5K +433 +9%
CSWM
2292
Cassady Schiller Wealth Management
Ohio
$778K
FFO
2293
Fortitude Family Office
Arizona
$777K +$491K +3,297 +166%
RWA
2294
Roberts Wealth Advisors
California
$776K +$143K +959 +23%
KFS
2295
Keynote Financial Services
Connecticut
$773K
HEIP
2296
Hudson Edge Investment Partners
New Jersey
$772K -$27.8K -187 -3%
OL
2297
Owen LaRue
Kentucky
$771K -$606K -4,074 -44%
AA
2298
Auxano Advisors
Washington
$771K -$1.79K -12 -0.2%
WC
2299
Waterloo Capital
Texas
$771K -$344K -2,308 -31%
SFB
2300
STAR Financial Bank
Indiana
$770K -$165K -1,108 -17%

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.