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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
GCA
2501
Genesee Capital Advisors
New York
$604K +$5.01K +31 +0.9%
ECM
2502
EMC Capital Management
Texas
$603K +$578K +3,577 New
APA
2503
Astoria Portfolio Advisors
New York
$603K -$4.2K -26 -0.7%
RWA
2504
Roberts Wealth Advisors
California
$600K -$21.5K -133 -4%
SAMT
2505
Select Asset Management & Trust
Pennsylvania
$599K +$22K +136 +4%
SDH
2506
Sloy Dahl & Holst
Washington
$599K
HFM
2507
Hartford Funds Management
Pennsylvania
$597K +$64.9K +402 +13%
VCWA
2508
Vanguard Capital Wealth Advisors
Colorado
$596K +$183K +1,131 +47%
ML
2509
McAdam LLC
Pennsylvania
$596K +$79.6K +493 +16%
QPW
2510
Quantum Private Wealth
Florida
$594K
C1AG
2511
Client 1st Advisory Group
Florida
$593K -$3.23K -20 -0.6%
DLCIG
2512
D.L. Carlson Investment Group
New Hampshire
$592K -$25.8K -160 -4%
CL
2513
COWA LLC
Oklahoma
$592K -$121K -751 -18%
LCS
2514
Levin Capital Strategies
New York
$591K +$242K +1,500 +75%
WA
2515
Wealthstar Advisors
Texas
$591K -$23.4K -145 -4%
FC
2516
FCA Corp
Texas
$590K -$207K -1,284 -27%
DWM
2517
Dopkins Wealth Management
New York
$590K +$565K +3,500 New
RWS
2518
Resolute Wealth Strategies
Mississippi
$589K +$4.04K +25 +0.7%
AC
2519
Addison Capital
Pennsylvania
$589K +$25K +155 +5%
MFG
2520
Mainsail Financial Group
Washington
$589K +$571K +3,536 New
TFGT
2521
TS Financial Group (TSFG)
Illinois
$586K +$28.4K +176 +5%
ODFS
2522
O'Donnell Financial Services
California
$585K
T
2523
TRUADVICE
Florida
$585K -$102K -634 -13%
PWP
2524
Pursue Wealth Partners
California
$583K
MA
2525
MJP Associates
Connecticut
$583K +$39.1K +242 +8%

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.