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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
BF
2701
Brogan Financial
Tennessee
$422K
MFS
2702
Mirabella Financial Services
United Kingdom
$422K -$2.28M -14,101 -85%
DMC
2703
Drexel Morgan & Co
Pennsylvania
$422K
WFAG
2704
Worth Financial Advisory Group
North Carolina
$421K -$2.26K -14 -0.6%
LRIA
2705
Leonard Rickey Investment Advisors
Washington
$419K +$124K +770 +45%
PCM
2706
Princeton Capital Management
New Jersey
$419K
FI
2707
Financial Insights
Washington
$419K +$9.53K +59 +2%
RCWM
2708
Royal Capital Wealth Management
Indiana
$418K -$4.85K -30 -1%
KCM
2709
Kathmere Capital Management
Pennsylvania
$417K -$193K -1,192 -33%
RCI
2710
RS Crum Inc
California
$417K +$65.4K +405 +20%
WIM
2711
Westside Investment Management
California
$416K
LSC
2712
Lesa Sroufe & Co
Washington
$416K
RSA
2713
River Street Advisors
Illinois
$415K +$20.4K +126 +5%
WFC
2714
Western Financial Corp
California
$413K -$3.55K -22 -0.9%
ABLA
2715
Alan B. Lancz & Associates
Ohio
$412K
OMC
2716
Old Mission Capital
Illinois
$411K +$394K +2,440 New
ITB
2717
Idaho Trust Bank
Idaho
$410K -$5.49K -34 -1%
TFP
2718
Triune Financial Partners
Kansas
$410K +$2.91K +18 +0.7%
ZIMP
2719
Zimmermann Investment Management & Planning
Pennsylvania
$409K -$42.8K -265 -10%
SL
2720
Summitry LLC
California
$409K +$4.2K +26 +1%
CWR
2721
Chico Wealth RIA
California
$409K +$392K +2,424 New
GFWA
2722
Grey Fox Wealth Advisors
Delaware
$408K -$23.3K -144 -6%
PWAC
2723
Private Wealth Advisors (California)
California
$407K -$15.5K -96 -4%
MAM
2724
MMA Asset Management
Pennsylvania
$406K +$485 +3 +0.1%
MHB
2725
Midwest Heritage Bank
Iowa
$405K

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.