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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
GCM
2626
Gallacher Capital Management
Colorado
$474K -$173K -1,073 -28%
SFA
2627
Semmax Financial Advisors
North Carolina
$473K +$531K +3,287 New
TCWM
2628
Total Clarity Wealth Management
Illinois
$472K -$21.6K -134 -5%
CCP
2629
Carmel Capital Partners
California
$471K +$37.5K +232 +9%
EWM
2630
Elevatus Welath Management
New York
$471K +$43.6K +270 +11%
FC
2631
Fusion Capital
South Carolina
$470K -$14.4K -89 -3%
VCP
2632
Vista Capital Partners
Oregon
$469K -$44.3K -274 -9%
TCM
2633
Towercrest Capital Management
Pennsylvania
$469K +$4.68K +29 +1%
RCM
2634
Requisite Capital Management
Texas
$468K
EFM
2635
E Fund Management
China
$467K -$22.9K -142 -5%
SCA
2636
Sandy Cove Advisors
Massachusetts
$467K +$31.8K +197 +8%
ONST
2637
Old North State Trust
North Carolina
$466K -$28.4K -176 -6%
AM
2638
Atwater Malick
Pennsylvania
$465K -$129K -800 -23%
SB
2639
Sunflower Bank
Texas
$464K -$6.14K -38 -1%
T
2640
TNF
Montana
$464K +$1.29K +8 +0.3%
SFS
2641
Summit Financial Strategies
Ohio
$463K -$5.33K -33 -1%
SFP
2642
Shepherd Financial Partners
Massachusetts
$462K +$116K +717 +35%
DWM
2643
Denver Wealth Management
Colorado
$460K +$8.08K +50 +2%
AGC
2644
Aspen Grove Capital
Colorado
$459K +$59.1K +366 +16%
PCMC
2645
Private Capital Management (Colorado)
Colorado
$459K +$4.68K +29 +1%
ACM
2646
Avalon Capital Management
California
$457K
HFP
2647
Holistic Financial Partners
Indiana
$456K +$12.3K +76 +3%
BEC
2648
Blue Edge Capital
Virginia
$455K
PGAM
2649
Princeton Global Asset Management
New Jersey
$455K
SC
2650
Schubert & Co
Texas
$454K +$162 +1 +0%

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.