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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
SNBOSCI
2751
Security National Bank of Sioux City Iowa
Iowa
$390K
CA
2752
Crane Advisory
California
$390K +$378K +2,338 New
JBA
2753
Johnson Bixby & Associates
Washington
$390K -$21.6K -134 -5%
KA
2754
Kure Advisory
Minnesota
$388K +$372K +2,302 New
IW
2755
Instrumental Wealth
Florida
$388K +$56.2K +348 +18%
SCA
2756
Southern Capital Advisors
Tennessee
$387K -$8.4K -52 -2%
MHWM
2757
Montz Harcus Wealth Management
Louisiana
$387K +$969 +6 +0.3%
KOMWMG
2758
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$386K -$5.82K -36 -2%
PIM
2759
Provident Investment Management
Michigan
$385K +$969 +6 +0.3%
BC
2760
Bowman & Company
Wisconsin
$384K
SFG
2761
Socha Financial Group
New York
$384K
LA
2762
Lakeside Advisors
Washington
$383K
MAC
2763
Mason & Associates (California)
California
$382K
FSA
2764
Financial Security Advisor
Virginia
$382K +$366K +2,263 New
WIC
2765
Wilkins Investment Counsel
Massachusetts
$381K -$24.2K -150 -6%
BSSFA
2766
Baron Silver Stevens Financial Advisors
Florida
$381K +$59.8K +370 +20%
PEA
2767
Park Edge Advisors
Ohio
$380K +$29.4K +182 +9%
GSIAS
2768
Garden State Investment Advisory Services
New Jersey
$380K +$17K +105 +5%
GM
2769
GeoWealth Management
Illinois
$379K +$3.88K +24 +1%
AFC
2770
AFT Forsyth & Company
Florida
$378K
STB
2771
S&T Bank
Pennsylvania
$378K +$32.3K +200 +10%
FWP
2772
Falcon Wealth Planning
California
$378K -$25.2K -156 -7%
SC
2773
Solstein Capital
California
$378K
TAS
2774
TIFF Advisory Services
Pennsylvania
$377K -$655K -4,056 -64%
FA
2775
Financial Advisors
Massachusetts
$377K -$84.2K -521 -19%

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.