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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
FTIS
2326
First Trust Investment Solutions
Florida
$741K -$2.84M -19,108 -79%
WBWA
2327
William B. Walkup & Associates
South Carolina
$740K -$30.8K -207 -4%
AAI
2328
American Assets Inc
California
$736K
OIM
2329
Opus Investment Management
Massachusetts
$736K
IG
2330
ING Group
Netherlands
$732K +$740K +4,972 New
MWM
2331
Moulton Wealth Management
Washington
$730K
MFWP
2332
Mosaic Family Wealth Partners
Missouri
$730K -$13.8K -93 -2%
SWIM
2333
Smallwood Wealth Investment Management
New Jersey
$729K -$1.94K -13 -0.3%
LIA
2334
Lynx Investment Advisory
District of Columbia
$728K +$56.7K +381 +8%
ZIG
2335
Zullo Investment Group
Pennsylvania
$723K +$19.5K +131 +3%
AP
2336
Atwood & Palmer
Missouri
$722K
BA
2337
Ballew Advisors
Mississippi
$722K +$27.2K +183 +4%
DFCM
2338
Dark Forest Capital Management
Puerto Rico
$720K +$728K +4,892 New
GAM
2339
Gemmer Asset Management
California
$720K +$76.2K +512 +12%
CBT
2340
Central Bank & Trust
Kentucky
$718K -$1.64K -11 -0.2%
MWM
2341
Merriman Wealth Management
Washington
$718K +$32.7K +220 +5%
HCM
2342
Hutner Capital Management
Vermont
$716K -$1.94K -13 -0.3%
SIA
2343
SeaBridge Investment Advisors
New Jersey
$715K -$9.82K -66 -1%
AAM
2344
AMI Asset Management
California
$714K -$292K -1,959 -29%
CG
2345
CFO4Life Group
Texas
$714K -$504K -3,388 -41%
PWM
2346
Paulson Wealth Management
Illinois
$712K +$1.94K +13 +0.3%
HIA
2347
HTG Investment Advisors
Connecticut
$711K
KWM
2348
Kolinsky Wealth Management
New Jersey
$711K -$1.34K -9 -0.2%
SIC
2349
Samalin Investment Counsel
New York
$708K -$68.6K -461 -9%
CCA
2350
Cottonwood Capital Advisors
Utah
$708K -$9.68K -65 -1%

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.