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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
HFAS
2426
Hummer Financial Advisory Services
Illinois
$653K
SFG
2427
Shum Financial Group
California
$652K +$632K +4,247 New
TWA
2428
Talisman Wealth Advisors
New Jersey
$650K -$12.8K -86 -2%
MSCM
2429
McElhenny Sheffield Capital Management
Texas
$649K -$11.2K -75 -2%
CWM
2430
Cedar Wealth Management
California
$649K +$238K +1,599 +57%
CBA
2431
Coastal Bridge Advisors
Connecticut
$649K -$1.64K -11 -0.2%
BWM
2432
Brophy Wealth Management
New Hampshire
$647K +$654K +4,392 New
HDIM
2433
Hanson & Doremus Investment Management
Vermont
$646K -$6.7K -45 -1%
AWM
2434
Atticus Wealth Management
Florida
$644K -$1.49K -10 -0.2%
HA
2435
Harbor Advisors
Florida
$644K
AA
2436
AF Advisors
California
$644K
SA
2437
Strategic Advocates
Utah
$643K +$127K +850 +24%
SDWIA
2438
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$643K +$92.6K +622 +17%
SFS
2439
Stiles Financial Services
Minnesota
$640K -$6.85K -46 -1%
FNBSF
2440
First National Bank Sioux Falls
South Dakota
$640K -$49.4K -332 -7%
FWM
2441
FMB Wealth Management
California
$640K -$149 -1 -0%
HAG
2442
HF Advisory Group
Maryland
$639K +$56.6K +380 +10%
BBNA
2443
Bremer Bank National Association
Minnesota
$639K -$22.2K -149 -3%
SFP
2444
Shepherd Financial Partners
Massachusetts
$639K +$38.6K +259 +6%
CPW
2445
Crestmont Private Wealth
Texas
$638K -$159K -1,071 -20%
SPI
2446
Sutton Place Investors
New York
$637K +$11.3K +76 +2%
MCC
2447
Malaga Cove Capital
California
$636K +$253K +1,699 +65%
FA
2448
Faithward Advisors
Pennsylvania
$636K -$11.9K -80 -2%
HS
2449
Horan Securities
United States
$635K -$24.3K -163 -4%
FFO
2450
Fiduciary Family Office
Florida
$635K +$9.08K +61 +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.