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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
DM
2801
Diker Management
New York
$364K
FP
2802
Financial Perspectives
Minnesota
$363K -$7.59K -47 -2%
LCM
2803
Lazari Capital Management
California
$363K +$3.07K +19 +0.9%
LL
2804
LWMG LLC
Minnesota
$362K +$11.5K +71 +3%
YWM
2805
Yoder Wealth Management
California
$362K -$50.7K -314 -13%
CIP
2806
Capital Insight Partners
Arizona
$360K -$68.8K -426 -17%
GWAG
2807
Garrett Wealth Advisory Group
Texas
$359K +$12.8K +79 +4%
SCG
2808
Sonata Capital Group
Washington
$359K
BWS
2809
Buck Wealth Strategies
Colorado
$358K +$6.46K +40 +2%
PIFP
2810
Partners in Financial Planning
Virginia
$358K +$343K +2,124 New
FCFC
2811
First Citizens Financial Corp
Iowa
$357K
KFS
2812
Kelly Financial Services
Massachusetts
$357K -$3.55K -22 -1%
WCWM
2813
Wooster Corthell Wealth Management
Connecticut
$357K
UL
2814
Unionview LLC
Washington
$355K +$7.59K +47 +2%
MWP
2815
Meridian Wealth Partners
Pennsylvania
$355K +$24.9K +154 +8%
OFS
2816
OneAscent Financial Services
Alabama
$355K +$340K +2,108 New
OTPPB
2817
Ontario Teachers' Pension Plan Board
Ontario, Canada
$355K -$801K -4,961 -70%
LJAC
2818
L.J. Altfest & Co
New York
$354K -$58.5K -362 -15%
AC
2819
ASB Consultores
Florida
$353K -$111K -689 -25%
PGWM
2820
Parisi Gray Wealth Management
New Jersey
$353K +$116K +717 +52%
CFGSD
2821
Compass Financial Group (South Dakota)
South Dakota
$353K +$20.4K +126 +6%
CBOR
2822
Community Bank of Raymore
Missouri
$352K
CWM
2823
Circle Wealth Management
New Jersey
$352K +$76.2K +472 +29%
JWS
2824
Juncture Wealth Strategies
Arizona
$352K -$808 -5 -0.2%
CWP
2825
Curated Wealth Partners
California
$352K -$8.08K -50 -2%

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.