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Chevron

3,328 hedge funds and large institutions have $223B invested in Chevron in 2023 Q3 according to their latest regulatory filings, with 213 funds opening new positions, 1,625 increasing their positions, 1,107 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 213 | Existing positions closed: 121

47% more repeat investments, than reductions

Existing positions increased: 1,625 | Existing positions reduced: 1,107

37% more funds holding in top 10

Funds holding in top 10: 197269 (+72)

14% more call options, than puts

Call options by funds: $4.34B | Put options by funds: $3.82B

9% more capital invested

Capital invested by funds: $205B → $223B (+$17.5B)

2% more funds holding

Funds holding: 3,2773,328 (+51)

0.32% more ownership

Funds ownership: 68.91%69.23% (+0.32%)

Holders
3,328
Holders Change
+51
Holders Change %
+1.56%
% of All Funds
52.81%
Holding in Top 10
269
Holding in Top 10 Change
+72
Holding in Top 10 Change %
+36.55%
% of All Funds
4.27%
New
213
Increased
1,625
Reduced
1,107
Closed
121
Calls
$4.34B
Puts
$3.82B
Net Calls
+$521M
Net Calls Change
+$63.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
226
Squarepoint
New York
$65.5M -$53.3M -329,701 -46%
SCA
227
STALEY CAPITAL ADVISERS
Pennsylvania
$65.2M +$1.19M +7,337 +2%
DFO
228
Duquesne Family Office
New York
$64.8M +$26M +161,095 +72%
Grantham, Mayo, Van Otterloo & Co (GMO)
229
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$64.8M +$2.19M +13,537 +4%
BAM
230
Berkshire Asset Management
Pennsylvania
$64.4M -$389K -2,411 -0.6%
DnB Asset Management
231
DnB Asset Management
Norway
$62.5M +$3.45M +21,331 +6%
WT
232
Whittier Trust
California
$62.3M +$1.67M +10,353 +3%
TPSF
233
Texas Permanent School Fund
Texas
$61.8M +$191K +1,182 +0.3%
Axa
234
Axa
France
$61.6M +$1.29M +7,957 +2%
II
235
IFM Investors
Australia
$61.5M +$1.54M +9,563 +3%
PGFC
236
Peapack-Gladstone Financial Corp
New Jersey
$61.2M -$851K -5,270 -1%
GF
237
Gabelli Funds
New York
$60.3M -$1.96M -12,165 -3%
CG
238
Colony Group
Massachusetts
$60.2M +$61.1K +378 +0.1%
COPPSERS
239
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$60.2M +$8.53M +52,818 +17%
CI Investments Inc
240
CI Investments Inc
Ontario, Canada
$59.7M +$1.16M +7,184 +2%
CI
241
Cambiar Investors
Colorado
$59.6M +$15.1M +93,711 +36%
BTCPP
242
Border to Coast Pensions Partnership
United Kingdom
$58.9M -$1.72M -10,661 -3%
EWM
243
Evercore Wealth Management
New York
$58.8M +$5.19M +32,114 +10%
WG
244
Welch Group
Alabama
$58.4M -$109K -676 -0.2%
CSIC
245
Clifford Swan Investment Counsel
California
$56.3M +$70.7K +438 +0.1%
RCM
246
RNC Capital Management
California
$55.7M -$2.72M -16,860 -5%
YCM
247
Yousif Capital Management
Michigan
$55.6M -$726K -4,492 -1%
IG
248
ING Group
Netherlands
$55.4M -$10.1M -62,554 -16%
SYBT
249
Stock Yards Bank & Trust
Kentucky
$54.6M +$972K +6,019 +2%
MNG
250
Manning & Napier Group
New York
$54.6M -$1.4M -8,647 -3%

CVX Hedge Fund Activity: Q3 2023 in Review

3,328 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q3 2023, worth a combined $223B — up 8.5% from $205B a quarter earlier.

Buyers outnumbered sellers: 213 funds opened new CVX positions and 121 closed out — a net gain of 92 holders — while 1,625 added to existing stakes and 1,107 trimmed.

The largest buyer was Amundi, adding an estimated $626M. The largest seller was Berkshire Hathaway, cutting an estimated $2.08B.

  • 3,328 institutional investors held Chevron (CVX) as of Q3 2023, up from 3,277 in Q2 2023.
  • Funds reported $223B of Chevron stock for Q3 2023, up 8.5% quarter-over-quarter.
  • 213 funds opened new Chevron positions in Q3 2023 and 121 closed out, a net change of +92 holders.
  • The largest Chevron buyer in Q3 2023 was Amundi, an estimated $626M added.
  • The largest Chevron seller in Q3 2023 was Berkshire Hathaway, an estimated $2.08B sold.

Based on aggregated 13F filings for Q3 2023.