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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
CCM
2551
Carlson Capital Management
Minnesota
$558K -$13.4K -83 -2%
LT
2552
Legacy Trust
Michigan
$557K -$48.8K -302 -8%
ACM
2553
Aljian Capital Management
Nevada
$556K +$48.5K +300 +10%
ZF
2554
Zhang Financial
Michigan
$556K
WC
2555
Waterloo Capital
Texas
$556K +$231K +1,431 +77%
CC
2556
Centiva Capital
New York
$555K -$3.22M -19,962 -86%
PWM
2557
Purus Wealth Management
California
$554K +$9.04K +56 +2%
BIP
2558
Blueprint Investment Partners
North Carolina
$554K +$271K +1,676 +104%
PWMG
2559
Pinnacle Wealth Management Group
Michigan
$554K
LFGO
2560
Legacy Financial Group (Oklahoma)
Oklahoma
$553K
SAG
2561
Spotlight Asset Group
Illinois
$551K
MSA
2562
Marino Stram & Associates
Massachusetts
$550K +$25.5K +158 +5%
WAS
2563
Winch Advisory Services
Wisconsin
$549K +$33K +204 +7%
SAIG
2564
Semper Augustus Investments Group
Colorado
$549K
KBG
2565
Kahn Brothers Group
New York
$548K
CFS
2566
Commonwealth Financial Services
West Virginia
$548K +$525K +3,249 New
PP
2567
Pacifica Partners
Canada
$545K +$94.3K +584 +21%
RK
2568
Rather & Kittrell
Tennessee
$542K -$43.1K -267 -8%
BFG
2569
Berger Financial Group
Minnesota
$541K +$969 +6 +0.2%
TIM
2570
Total Investment Management
Arizona
$541K -$13.1K -81 -2%
JEST
2571
JTC Employer Solutions Trustee
Jersey
$538K
LODC
2572
Lanham O'Dell & Company
West Virginia
$537K -$5.98K -37 -1%
HS
2573
Horan Securities
United States
$535K -$4.04K -25 -0.8%
AA
2574
Axiom Advisory
California
$535K
DWP
2575
Destiny Wealth Partners
Florida
$535K +$105K +648 +26%

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.