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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
PHAM
2776
Palisades Hudson Asset Management
Florida
$377K
OA
2777
Operose Advisors
Wisconsin
$376K +$323K +1,997 +853%
WHCI
2778
W.H. Cornerstone Investments
Massachusetts
$376K +$113K +698 +46%
GAM
2779
GEM Asset Management
Michigan
$376K
TCBWMS
2780
Texas Capital Bank Wealth Management Services
Texas
$376K -$5.17K -32 -1%
SFA
2781
Source Financial Advisors
New York
$376K +$19.7K +122 +6%
FFG
2782
Frisch Financial Group
New York
$374K -$44.4K -275 -11%
WBG
2783
Wharton Business Group
Pennsylvania
$374K
PFWA
2784
Paces Ferry Wealth Advisors
Georgia
$373K +$1.13K +7 +0.3%
E
2785
ETFidea
New York
$373K +$14.5K +90 +4%
MF
2786
Meridian Financial
Massachusetts
$373K
RW
2787
Rede Wealth
Virginia
$371K -$143K -887 -29%
SWIG
2788
Strategic Wealth Investment Group
Kentucky
$370K +$26.2K +162 +8%
SWP
2789
ShoreHaven Wealth Partners
New Jersey
$369K +$1.29K +8 +0.4%
NFG
2790
Nadler Financial Group
Illinois
$369K +$1.13K +7 +0.3%
KBFS
2791
Kohmann Bosshard Financial Services
Ohio
$368K -$9.53K -59 -3%
WOSD
2792
WFA of San Diego
California
$367K -$40.4K -250 -10%
BCG
2793
Breakwater Capital Group
New Jersey
$367K +$129K +799 +46%
DTL
2794
Dynamic Technology Lab
Singapore
$366K -$1.61M -9,944 -82%
WPW
2795
Watershed Private Wealth
Illinois
$365K +$323 +2 +0.1%
CFSG
2796
Community Financial Services Group
Vermont
$365K +$350K +2,166 New
GA
2797
Geller Advisors
New York
$365K +$8.08K +50 +2%
KIC
2798
Kensington Investment Counsel
California
$365K +$41.8K +259 +14%
EDRIA
2799
Edmonds Duncan Registered Investment Advisors
Kansas
$364K
MCI
2800
MRP Capital Investments
Georgia
$364K +$129K +800 +59%

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.