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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
EWM
2401
Elevatus Welath Management
New York
$668K -$1.79K -12 -0.3%
TSW
2402
Three Seasons Wealth
Utah
$668K +$402K +2,700 +147%
SDH
2403
Sloy Dahl & Holst
Washington
$667K +$66.2K +445 +11%
TFA
2404
Transamerica Financial Advisors
Florida
$666K -$1.81M -12,168 -73%
FDDB
2405
Fidelity D&D Bancorp
Pennsylvania
$666K
VCM
2406
Versant Capital Management
Arizona
$666K +$8.63K +58 +1%
SCM
2407
SOL Capital Management
Maryland
$665K
GCA
2408
Genesee Capital Advisors
New York
$664K +$18K +121 +3%
EWM
2409
Evermay Wealth Management
Virginia
$663K -$21.6K -145 -3%
AWM
2410
Act Wealth Management
Texas
$663K +$4.76K +32 +0.7%
CWA
2411
CM Wealth Advisors
Ohio
$663K
HCMG
2412
Howard Capital Management Group
California
$662K +$298 +2 +0%
ACM
2413
Aljian Capital Management
Nevada
$660K +$152K +1,018 +29%
FAG
2414
Fortitude Advisory Group
Washington
$659K -$3.27K -22 -0.5%
NBT
2415
Northwest Bank & Trust
Iowa
$659K +$4.91K +33 +0.7%
ANB
2416
Amarillo National Bank
Texas
$658K +$235K +1,582 +55%
OL
2417
OneFund LLC
Florida
$658K -$10.6K -71 -2%
DWM
2418
Defined Wealth Management
Oregon
$658K +$12.5K +84 +2%
VCM
2419
Vision Capital Management
Oregon
$657K +$59.1K +397 +10%
GRQ
2420
Gardner Russo & Quinn
Pennsylvania
$655K -$30.1K -202 -4%
JC
2421
JB Capital
Connecticut
$655K -$16.5K -111 -2%
OFG
2422
Oxford Financial Group
Indiana
$655K -$172K -1,155 -21%
FCM
2423
Fogel Capital Management
Florida
$655K +$121K +810 +22%
CCIA
2424
Cherry Creek Investment Advisors
Colorado
$654K +$6.55K +44 +1%
BFG
2425
Berger Financial Group
Minnesota
$654K +$87.1K +585 +15%

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.