We are live on ! Find out more
CVX icon

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
CCM
2451
Carderock Capital Management
Maryland
$634K
WAG
2452
Winthrop Advisory Group
Massachusetts
$634K +$893 +6 +0.1%
LWM
2453
LJI Wealth Management
Indiana
$633K -$33.2K -223 -5%
LWM
2454
Lakeridge Wealth Management
Ohio
$632K -$128K -857 -17%
CS
2455
Capital Square
Tennessee
$632K +$42.3K +284 +7%
SNB
2456
Security National Bank
Nebraska
$632K
HFRG
2457
Houlihan Financial Resource Group
Virginia
$631K +$638K +4,283 New
NRW
2458
Nova R Wealth
Kansas
$630K +$5.21K +35 +0.8%
BIA
2459
Barry Investment Advisors
Massachusetts
$630K +$26.9K +181 +4%
GJIA
2460
Glass Jacobson Investment Advisors
Maryland
$629K +$595 +4 +0.1%
MCM
2461
McRae Capital Management
New Jersey
$629K
ARG
2462
Advisory Resource Group
Oklahoma
$629K -$10.4K -70 -2%
JFA
2463
JNBA Financial Advisors
Minnesota
$627K
RFN
2464
RDA Financial Network
Iowa
$625K +$8.04K +54 +1%
TF
2465
Tudor Financial
Ohio
$625K +$632K +4,243 New
WAM
2466
WNY Asset Management
New York
$625K +$2.68K +18 +0.4%
RA
2467
Ruggaard & Associates
Ohio
$625K -$8.93K -60 -1%
AWM
2468
Aberdeen Wealth Management
Illinois
$624K -$45.1K -303 -7%
RWP
2469
Revolve Wealth Partners
New Jersey
$624K +$145K +976 +30%
CGA
2470
Crescent Grove Advisors
Illinois
$622K -$196K -1,318 -24%
ACA
2471
Affinity Capital Advisors
California
$622K -$37.1K -249 -6%
TAM
2472
Tucker Asset Management
Colorado
$622K +$155K +1,044 +33%
OCG
2473
Opus Capital Group
Ohio
$622K -$55.2K -371 -8%
FFM
2474
Fullerton Fund Management
Singapore
$620K -$358K -2,405 -36%
DMBA
2475
Deseret Mutual Benefit Administrators
Utah
$619K +$50K +336 +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.