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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
PO
2651
Private Ocean
California
$453K -$45.1K -279 -9%
MIM
2652
Meixler Investment Management
Arizona
$452K -$161K -997 -27%
KIG
2653
Kennedy Investment Group
New Jersey
$451K -$25.8K -160 -6%
RIA
2654
Richwood Investment Advisors
Ohio
$450K -$7.11K -44 -2%
SCA
2655
Stillwater Capital Advisors
Pennsylvania
$450K
SIC
2656
SFE Investment Counsel
California
$450K
BW
2657
BIP Wealth
Georgia
$447K -$473K -2,928 -53%
OW
2658
Olistico Wealth
Oklahoma
$447K -$13.2K -82 -3%
FWM
2659
FMB Wealth Management
California
$445K +$133K +826 +46%
BPCA
2660
Bank Pictet & Cie (Asia)
Singapore
$445K +$426K +2,640 New
BBWP
2661
Beacon Bridge Wealth Partners
Pennsylvania
$445K -$29.4K -182 -6%
SFC
2662
SYM Financial Corp
Indiana
$444K +$37K +229 +10%
MCC
2663
Malaga Cove Capital
California
$444K
MFG
2664
Midwest Financial Group
Kansas
$443K +$1.78K +11 +0.4%
SPWM
2665
Straight Path Wealth Management
Michigan
$442K +$16.2K +100 +4%
SCM
2666
Silvant Capital Management
Georgia
$441K
NAS
2667
NWF Advisory Services
California
$441K -$9.21K -57 -2%
GWP
2668
Gateway Wealth Partners
Wisconsin
$441K +$11.5K +71 +3%
FS
2669
Ferguson Shapiro
Georgia
$440K +$169K +1,046 +67%
AGA
2670
Arkos Global Advisors
Texas
$440K -$323 -2 -0.1%
LF
2671
Lee Financial
Texas
$439K +$3.88K +24 +0.9%
IWP
2672
Innova Wealth Partners
Pennsylvania
$438K
MIA
2673
MMBG Investment Advisors
Florida
$438K
AWM
2674
Avitas Wealth Management
California
$437K -$13.4K -83 -3%
NG
2675
NWK Group
California
$436K

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.