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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
HWM
2376
Hohimer Wealth Management
Washington
$688K
MIS
2377
Morningstar Investment Services
Illinois
$687K -$156K -1,047 -18%
HGERS
2378
Householder Group Estate & Retirement Specialist
Arizona
$686K +$19.1K +128 +3%
MWM
2379
Mosley Wealth Management
California
$685K +$62.2K +418 +10%
JGIA
2380
Jackson Grant Investment Advisers
Connecticut
$685K +$4.17K +28 +0.6%
VFA
2381
Voya Financial Advisors
Connecticut
$685K +$3.27K +22 +0.5%
TWP
2382
Tempus Wealth Planning
California
$684K +$164K +1,101 +31%
SSWM
2383
Sheets Smith Wealth Management
North Carolina
$683K +$34.1K +229 +5%
TFIPS
2384
Towarzystwo Funduszy Inwestycyjnych PZU SA
$683K +$55.7K +374 +9%
SAMT
2385
Select Asset Management & Trust
Pennsylvania
$680K +$175K +1,173 +34%
SM
2386
Sweeney & Michel
California
$680K +$149K +1,001 +29%
GPI
2387
General Partner Inc
Pennsylvania
$679K
WHCI
2388
W.H. Cornerstone Investments
Massachusetts
$678K -$33.6K -226 -5%
GKWIM
2389
Gerber Kawasaki Wealth & Investment Management
California
$678K -$84.2K -566 -11%
PPWM
2390
Paragon Private Wealth Management
Kentucky
$676K -$123K -826 -15%
HWP
2391
Hibernia Wealth Partners
Louisiana
$675K +$12.8K +86 +2%
FFA
2392
Florida Financial Advisors
Florida
$675K +$184K +1,239 +37%
EIP
2393
Ellis Investment Partners
Pennsylvania
$673K +$6.85K +46 +1%
WPA
2394
Winning Points Advisors
Florida
$673K +$587K +3,944 New
VC
2395
Veracity Capital
Georgia
$672K -$37.5K -252 -5%
SFG
2396
Sterling Financial Group
California
$672K
BTWM
2397
Baker Tilly Wealth Management
Wisconsin
$671K -$55.2K -371 -8%
AWM
2398
Aprio Wealth Management
Georgia
$670K -$160K -1,073 -19%
PP
2399
Pingora Partners
Wyoming
$670K
IFWM
2400
Institute for Wealth Management
Colorado
$669K +$57.6K +387 +9%

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.