We are live on ! Find out more
CVX icon

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
PA
2526
Probity Advisors
Texas
$578K +$24.4K +151 +5%
PCA
2527
Prosperity Capital Advisors
Ohio
$577K +$72.4K +448 +15%
CWA
2528
CJM Wealth Advisers
Virginia
$576K -$49.7K -308 -8%
RW
2529
RVW Wealth
California
$576K -$7.27K -45 -1%
EWM
2530
Elmwood Wealth Management
California
$575K +$808 +5 +0.1%
EL
2531
Essex LLC
Illinois
$574K +$549K +3,402 New
CWM
2532
Chemistry Wealth Management
New York
$572K -$29.9K -185 -5%
CA
2533
Corrado Advisors
New Jersey
$571K +$547K +3,385 New
Members Trust
2534
Members Trust
Florida
$570K +$23.9K +148 +5%
CMS
2535
Capital Market Strategies
Florida
$569K -$6.95K -43 -1%
ACA
2536
Aspire Capital Advisors
Washington
$569K -$46.4K -287 -8%
HIC
2537
Hartline Investment Corp
Illinois
$567K
WWC
2538
Waypoint Wealth Counsel
Georgia
$566K +$4.85K +30 +0.9%
BHWM
2539
Beaird Harris Wealth Management
Texas
$564K +$10K +62 +2%
AGA
2540
Accuvest Global Advisors
Utah
$564K -$6.3K -39 -1%
FEM
2541
Fulcrum Equity Management
Texas
$564K +$540K +3,342 New
CWA
2542
CM Wealth Advisors
Ohio
$564K +$115K +715 +23%
RPA
2543
Rock Point Advisors
Vermont
$562K
WA
2544
Wealth Architects
California
$561K +$39.2K +243 +8%
CCG
2545
Chatham Capital Group
Georgia
$559K -$4.04K -25 -0.7%
WA
2546
WESPAC Advisors
California
$559K +$646 +4 +0.1%
RB
2547
Renasant Bank
Mississippi
$559K -$38K -235 -7%
NF
2548
Nikulski Financial
Iowa
$558K -$3.55K -22 -0.7%
OWA
2549
One Wealth Advisors
California
$558K +$5.65K +35 +1%
EG
2550
Ellerson Group
Maryland
$558K +$68.2K +422 +15%

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.