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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
WDL
2726
Well Done LLC
Michigan
$402K -$969 -6 -0.3%
OCM
2727
Objective Capital Management
Ohio
$401K -$3.55K -22 -0.9%
JF
2728
JSF Financial
California
$401K -$6.46K -40 -2%
Loomis, Sayles & Company
2729
Loomis, Sayles & Company
Massachusetts
$401K +$36K +223 +10%
THWM
2730
Taylor Hoffman Wealth Management
Virginia
$400K
GHA
2731
Granite Harbor Advisors
Texas
$399K +$6.62K +41 +2%
SFG
2732
Sather Financial Group
Texas
$399K +$9.53K +59 +3%
SIM
2733
SSI Investment Management
California
$398K -$4.04K -25 -1%
AIIMS
2734
Analyst IMS Investment Management Services
Israel
$398K +$106K +655 +39%
HAG
2735
HF Advisory Group
Maryland
$397K +$145K +900 +63%
PFA
2736
Pettinga Financial Advisors
Indiana
$397K +$162 +1 +0%
PAM
2737
PVG Asset Management
Colorado
$397K +$1.94K +12 +0.5%
VP
2738
Verum Partners
North Carolina
$396K +$380K +2,350 New
HGERS
2739
Householder Group Estate & Retirement Specialist
Arizona
$396K +$379K +2,347 New
AWAP
2740
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$395K +$9.37K +58 +3%
MC
2741
Matisse Capital
Oregon
$395K -$4.52K -28 -1%
WRPWM
2742
Werba Rubin Papier Wealth Management
California
$394K +$323 +2 +0.1%
EAM
2743
Eukles Asset Management
Ohio
$393K +$4.36K +27 +1%
PFG
2744
PAX Financial Group
Texas
$393K +$6.3K +39 +2%
IP
2745
Isthmus Partners
Wisconsin
$392K +$32.6K +202 +10%
GFG
2746
Goldstone Financial Group
Illinois
$392K -$20K -124 -5%
AWA
2747
Archvest Wealth Advisors
California
$392K -$1.78K -11 -0.5%
ODG
2748
O'Dell Group
Ohio
$391K +$28.1K +174 +8%
NAG
2749
Northstar Advisory Group
New Jersey
$391K +$374K +2,317 New
SJL
2750
Shayne & Jacobs LLC
Tennessee
$390K +$50.7K +314 +16%

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.