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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
ORAM
2676
One River Asset Management
Connecticut
$435K -$162K -1,003 -28%
ICP
2677
Interchange Capital Partners
Pennsylvania
$435K +$43.1K +267 +12%
JCM
2678
J2 Capital Management
Michigan
$434K +$416K +2,573 New
IWA
2679
IVC Wealth Advisors
Pennsylvania
$433K +$646 +4 +0.2%
PWM
2680
Prentice Wealth Management
New York
$433K -$9.04K -56 -2%
ACM
2681
Advance Capital Management
Michigan
$433K +$5.98K +37 +1%
FVWA
2682
Foster Victor Wealth Advisors
South Carolina
$433K -$83.7K -518 -16%
HWM
2683
Horizon Wealth Management
Illinois
$432K +$21.5K +133 +5%
LAS
2684
LWM Advisory Services
Florida
$431K
RBFC
2685
Roman Butler Fullerton & Co
Missouri
$431K +$18.6K +115 +5%
NECFA
2686
New England Capital Financial Advisors
Connecticut
$430K +$485 +3 +0.1%
NFSG
2687
Newbridge Financial Services Group
Florida
$430K -$14.4K -89 -3%
BBP
2688
Banco BTG Pactual
Brazil
$429K +$411K +2,542 New
TFF
2689
The Family Firm
Maryland
$428K +$2.26K +14 +0.6%
AWM
2690
AAF Wealth Management
Massachusetts
$427K -$8.88K -55 -2%
SVCP
2691
Silicon Valley Capital Partners
California
$427K -$43.9K -272 -10%
JF
2692
Jump Financial
Illinois
$427K -$3.77M -23,339 -90%
MWP
2693
Madison Wealth Partners
Wisconsin
$426K +$4.04K +25 +1%
SA
2694
SRH Advisors
Kansas
$426K
UCB
2695
United Community Bank
South Carolina
$425K +$4.85K +30 +1%
SMA
2696
Seven Mile Advisory
New Jersey
$425K +$46.8K +290 +13%
WCF
2697
West Coast Financial
California
$424K -$11.8K -73 -3%
RAG
2698
RIA Advisory Group
Iowa
$424K +$406K +2,511 New
APW
2699
Acima Private Wealth
Virginia
$423K -$18.6K -115 -4%
RP
2700
Riverwater Partners
Wisconsin
$423K +$3.55K +22 +0.9%

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.