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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
RFP
2476
Root Financial Partners
California
$620K +$323 +2 +0.1%
SWA
2477
Sax Wealth Advisors
New Jersey
$620K +$136K +845 +30%
FAG
2478
Financial Advisory Group
Texas
$619K -$646 -4 -0.1%
CS
2479
Capital Square
Tennessee
$618K -$13.7K -85 -2%
HWM
2480
Heirloom Wealth Management
Colorado
$617K -$12.3K -76 -2%
LSIA
2481
LaSalle St. Investment Advisors
Illinois
$616K +$323K +2,002 +121%
FNC
2482
First National Corp
Massachusetts
$615K -$43.9K -272 -7%
HWM
2483
Hohimer Wealth Management
Washington
$615K
DWM
2484
Dechtman Wealth Management
Colorado
$614K -$77.2K -478 -12%
SCM
2485
SOL Capital Management
Maryland
$613K
FGAM
2486
Financial Gravity Asset Management
Texas
$613K +$73.5K +455 +213%
BAM
2487
Brave Asset Management
New Jersey
$612K -$16.2K -100 -3%
CRIG
2488
Charter Research & Investment Group
Connecticut
$612K
BWP
2489
BSW Wealth Partners
Colorado
$612K -$15.2K -94 -3%
C
2490
Covestor
United Kingdom
$612K +$91.6K +567 +19%
WAG
2491
Winthrop Advisory Group
Massachusetts
$612K -$2.91K -18 -0.5%
RFN
2492
Redwood Financial Network
Ohio
$611K +$76.4K +473 +15%
CAM
2493
Cubic Asset Management
Massachusetts
$610K
TAM
2494
TCP Asset Management
Ohio
$610K -$2.26K -14 -0.4%
SRC
2495
Sage Rhino Capital
California
$609K +$40.2K +249 +7%
WC
2496
Whitney & Co
New York
$608K
MA
2497
McBroom & Associates
Nevada
$608K +$45.5K +282 +8%
TFA
2498
Toth Financial Advisory
Virginia
$608K +$415K +2,569 +248%
PIA
2499
Pinion Investment Advisors
Kansas
$606K -$2.42K -15 -0.4%
TWP
2500
Tower Wealth Partners
Pennsylvania
$605K +$4.2K +26 +0.7%

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.