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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
SOADOR
251
State of Alaska Department of Revenue
Alaska
$53.6M -$561K -3,476 -1%
KIA
252
KCM Investment Advisors
California
$53.4M -$758K -4,691 -1%
CAN
253
Cetera Advisor Networks
California
$53.3M +$2.94M +18,180 +6%
CNB
254
Czech National Bank
Czech Republic
$52.3M +$16.8M +103,766 +50%
DADC
255
D.A. Davidson & Co
Montana
$51.8M +$1.59M +9,852 +3%
URS
256
Utah Retirement Systems
Utah
$51.5M +$1.34M +8,326 +3%
LSV Asset Management
257
LSV Asset Management
Illinois
$51.2M +$2.4M +14,849 +5%
Mercer Global Advisors
258
Mercer Global Advisors
Colorado
$51M +$6.4M +39,618 +15%
WPC
259
Waters Parkerson & Co
Louisiana
$50.9M +$228K +1,414 +0.5%
CIP
260
Cornerstone Investment Partners
Georgia
$50.8M -$1.34M -8,280 -3%
VDI
261
Vaughan David Investments
Illinois
$50.3M +$566K +3,507 +1%
Macquarie Group
262
Macquarie Group
Australia
$50.3M +$25.4M +157,136 +111%
AA
263
Ancora Advisors
Ohio
$49.9M +$197K +1,218 +0.4%
MPWT
264
MassMutual Private Wealth & Trust
Connecticut
$49.7M +$1.63M +10,102 +4%
TRSOTSOK
265
Teachers Retirement System of the State of Kentucky
Kentucky
$48.2M -$5.69M -35,256 -11%
CAM
266
Cresset Asset Management
Illinois
$48.1M +$3.32M +20,532 +8%
BFS
267
Bradley Foster & Sargent
Connecticut
$48M
Parallax Volatility Advisers
268
Parallax Volatility Advisers
California
$47.6M +$2.99M +18,522 +7%
SF
269
Synovus Financial
Georgia
$46.9M -$723K -4,477 -2%
NYLIM
270
New York Life Investment Management
New York
$46.8M +$1.06M +6,593 +2%
SEIA
271
Signature Estate & Investment Advisors
California
$46.6M +$2.11M +13,074 +5%
Thrivent Financial for Lutherans
272
Thrivent Financial for Lutherans
Minnesota
$46.6M +$16.7M +103,299 +60%
BC
273
Bartlett & Co
Ohio
$46.5M +$11.6M +71,609 +35%
BCWM
274
Bartlett & Co Wealth Management
Ohio
$46.5M +$11.6M +71,609 +35%
FCI
275
Financial Counselors Inc
Kansas
$46.5M +$1.39M +8,621 +3%

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.