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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
State Street
1
State Street
Massachusetts
$23.4B +$130M +874,962 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$23.3B -$25.1M -168,384 -0.1%
BlackRock
3
BlackRock
New York
$19B +$167M +1,124,793 +0.9%
Berkshire Hathaway
4
Berkshire Hathaway
Nebraska
$17.5B
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.27B -$12.8M -86,002 -0.2%
Morgan Stanley
6
Morgan Stanley
New York
$5.24B -$87.3M -586,529 -2%
Charles Schwab
7
Charles Schwab
California
$4.58B +$477M +3,203,899 +11%
Bank of America
8
Bank of America
North Carolina
$3.98B -$687M -4,615,133 -15%
JP Morgan Chase
9
JP Morgan Chase
New York
$3.96B -$451M -3,029,604 -10%
Norges Bank
10
Norges Bank
Norway
$3.02B +$29.7M +199,538 +1%
Fisher Asset Management
11
Fisher Asset Management
Washington
$2.87B +$100M +672,244 +4%
Northern Trust
12
Northern Trust
Illinois
$2.81B -$167M -1,120,895 -6%
Wells Fargo
13
Wells Fargo
California
$2.8B -$6.79M -45,600 -0.2%
Franklin Resources
14
Franklin Resources
California
$2.61B +$85.3M +573,218 +3%
Ameriprise
15
Ameriprise
Minnesota
$2.43B -$89.8M -603,236 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.07B -$193M -1,296,349 -8%
Invesco
17
Invesco
Georgia
$2.07B -$56M -376,315 -3%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$1.98B +$360M +2,417,552 +22%
State Farm Mutual Automobile Insurance
19
State Farm Mutual Automobile Insurance
Illinois
$1.96B
Capital World Investors
20
Capital World Investors
California
$1.86B -$440M -2,954,651 -19%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$1.79B -$126M -843,343 -6%
UBS Group
22
UBS Group
Switzerland
$1.49B -$33M -221,690 -2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.44B +$7.77M +52,232 +0.5%
Capital International Investors
24
Capital International Investors
California
$1.42B -$307M -2,064,460 -18%
Legal & General Group
25
Legal & General Group
United Kingdom
$1.33B -$32.6M -219,102 -2%

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.