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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
FIA
2601
FNY Investment Advisers
New York
$505K +$485K +3,000 New
TWP
2602
Tempus Wealth Planning
California
$503K -$415K -2,568 -46%
CFG
2603
Compton Financial Group
Maryland
$502K
PWM
2604
Palumbo Wealth Management
New York
$502K +$3.71K +23 +0.8%
CWM
2605
Cabot Wealth Management
Massachusetts
$500K
JF
2606
Joule Financial
Kentucky
$500K +$61.1K +378 +15%
AWAU
2607
Alliance Wealth Advisors (Utah)
Utah
$499K +$14.7K +91 +3%
LF
2608
LifeSteps Financial
California
$498K -$30.2K -187 -6%
WS
2609
Wela Strategies
Georgia
$497K -$7.59K -47 -2%
GPI
2610
General Partner Inc
Pennsylvania
$497K
PSFG
2611
Prairie Sky Financial Group
Illinois
$497K +$5.82K +36 +1%
CWC
2612
Carolinas Wealth Consulting
North Carolina
$495K +$21.3K +132 +0.7%
PAIM
2613
Punch & Associates Investment Management
Minnesota
$495K +$170K +1,053 +56%
HIS
2614
Harvest Investment Services
Illinois
$493K +$472K +2,922 New
OAM
2615
Occidental Asset Management
California
$493K -$50.9K -315 -10%
SC
2616
SRB Corp
Massachusetts
$491K +$19.9K +123 +4%
PWA
2617
Physician Wealth Advisors
Utah
$487K +$6.95K +43 +1%
AC
2618
Avant Capital
Louisiana
$486K +$3.71K +23 +0.8%
BMD
2619
Better Money Decisions
New Mexico
$483K
BIA
2620
Bell Investment Advisors
California
$482K +$107K +662 +30%
EBA
2621
Eagle Bay Advisors
New York
$481K +$160K +993 +53%
TCMP
2622
Thrive Capital Management (Pennsylvania)
Pennsylvania
$480K +$142K +880 +45%
PS
2623
Planned Solutions
California
$478K +$2.42K +15 +0.5%
ACM
2624
AUA Capital Management
Pennsylvania
$475K
FPFS
2625
First Personal Financial Services
North Carolina
$474K +$323K +2,000 +246%

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.