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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
BFAG
2826
Blackston Financial Advisory Group
Florida
$351K +$13.7K +85 +4%
FFA
2827
Fi3 Financial Advisors
Indiana
$350K +$39.4K +244 +13%
CC
2828
Constitution Capital
Connecticut
$350K
PWA
2829
Phoenix Wealth Advisors
North Carolina
$350K +$68.3K +423 +26%
WC
2830
Weil Company
California
$347K +$162 +1 +0%
AA
2831
ALPS Advisors
Colorado
$347K +$333K +2,060 New
OCM
2832
Osterweis Capital Management
California
$347K
PIA
2833
Powell Investment Advisors
Florida
$346K
NPF
2834
Norris Perne & French
Michigan
$346K +$16.2K +100 +5%
ACA
2835
Atlas Capital Advisors
Wyoming
$345K +$78.2K +484 +31%
FA
2836
Fountainhead AM
New Jersey
$344K -$144K -889 -30%
SGK
2837
Steigerwald Gordon & Koch
Virginia
$344K -$9.21K -57 -3%
FPWM
2838
FSB Premier Wealth Management
Iowa
$344K +$121K +749 +58%
LFP
2839
Lakeshore Financial Planning
Michigan
$343K +$329K +2,035 New
HFS
2840
Heritage Financial Services
Massachusetts
$343K +$12.1K +75 +4%
FL
2841
Fort LP
Maryland
$341K +$27.1K +168 +9%
WWM
2842
Wolff Wiese Magana
California
$340K
TPW
2843
Transatlantique Private Wealth
New York
$340K +$5.65K +35 +2%
BP
2844
Broadleaf Partners
Ohio
$340K -$7.43K -46 -2%
EA
2845
Ellsworth Advisors
Ohio
$340K
CA
2846
Claris Advisors
Missouri
$339K
NCM
2847
Northwest Capital Management
Oregon
$339K -$3.55K -22 -1%
PIMG
2848
Patriot Investment Management Group
Tennessee
$338K
WAM
2849
WealthTrust Asset Management
Florida
$338K +$2.42K +15 +0.8%
DC
2850
Defender Capital
North Carolina
$338K -$646K -4,000 -67%

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.