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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
PAG
2301
Powers Advisory Group
Illinois
$770K +$1.19K +8 +0.2%
ACA
2302
Aspire Capital Advisors
Washington
$769K +$10.7K +72 +1%
SW
2303
SkyOak Wealth
Michigan
$769K -$43K -289 -5%
CSI
2304
Cross Staff Investments
New York
$767K +$10.1K +68 +1%
AAG
2305
Armstrong Advisory Group
Massachusetts
$762K -$27.4K -184 -3%
BOM
2306
Bank of Marin
California
$762K +$40.8K +274 +6%
EWS
2307
Evergreen Wealth Solutions
Pennsylvania
$762K -$324K -2,175 -30%
SWM
2308
Sterling Wealth Management
Illinois
$762K +$39.4K +265 +5%
CPP
2309
Capasso Planning Partners
South Carolina
$761K -$363K -2,439 -32%
SAM
2310
Seelaus Asset Management
New Jersey
$758K
F4L
2311
Fortune 45 LLC
Louisiana
$758K -$744 -5 -0.1%
NFA
2312
Northern Financial Advisors
Michigan
$758K -$54K -363 -7%
GG
2313
Greenwood Gearhart
Arkansas
$758K
CNBT
2314
Cornerstone National Bank & Trust
Illinois
$758K +$81.6K +548 +12%
BT
2315
Brandywine Trust
Delaware
$755K
W
2316
WorthPointe
California
$754K -$3.13K -21 -0.4%
WI
2317
Wedgewood Investors
Pennsylvania
$754K +$3.13K +21 +0.4%
FBFS
2318
First Business Financial Services
Wisconsin
$754K -$3.87K -26 -0.5%
CW
2319
Code Waechter
Florida
$754K +$762K +5,119 New
YCG
2320
Yeomans Consulting Group
Georgia
$754K -$3.13K -21 -0.4%
SWM
2321
Scissortail Wealth Management
Oklahoma
$748K -$897K -6,024 -100%
EWM
2322
Edge Wealth Management
New York
$747K -$10.4K -70 -1%
CF
2323
Copperwynd Financial
Arizona
$747K -$5.21K -35 -0.7%
CFA
2324
CWS Financial Advisors
Michigan
$747K +$118K +790 +18%
AA
2325
Addison Advisors
Vermont
$742K +$3.87K +26 +0.5%

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.