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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
CCMT
2851
CMT Capital Markets Trading
Germany
$338K +$324K +2,007 New
SNBOSD
2852
Security National Bank of So Dak
Iowa
$338K -$17.4K -108 -5%
IA
2853
Insight Advisors
Pennsylvania
$338K +$5.01K +31 +2%
TAM
2854
Tucker Asset Management
Colorado
$337K +$37.3K +231 +13%
BWM
2855
BigSur Wealth Management
Florida
$337K
SC
2856
Slow Capital
California
$337K
KAM
2857
Knightsbridge Asset Management
California
$337K +$11.5K +71 +4%
LHEI
2858
Leo H. Evart Inc
California
$336K
CWM
2859
Cedar Wealth Management
California
$336K +$26.5K +164 +9%
MLA
2860
MB, Levis & Associates
Pennsylvania
$335K +$1.61K +10 +0.5%
FSG
2861
Financial Strategies Group
Michigan
$335K
IDBONY
2862
Israel Discount Bank of New York
New York
$335K -$2.1K -13 -0.7%
BI
2863
Ballast Inc
Kentucky
$334K +$51.4K +318 +19%
TCB
2864
Texas Capital Bancshares
Texas
$334K -$13.1K -81 -4%
MGWM
2865
Marks Group Wealth Management
Minnesota
$333K +$646 +4 +0.2%
TLFA
2866
True Link Financial Advisors
California
$332K +$33.4K +207 +12%
CTC
2867
Corundum Trust Company
South Dakota
$332K -$43.6K -270 -12%
WCFA
2868
Walkner Condon Financial Advisors
Wisconsin
$332K +$45.9K +284 +17%
BWA
2869
Burt Wealth Advisors
Maryland
$332K
SCP
2870
Silverleafe Capital Partners
Tennessee
$331K -$73.8K -457 -19%
SIG
2871
Spinnaker Investment Group
California
$330K
NIC
2872
Northwest Investment Counselors
Oregon
$330K +$9.69K +60 +3%
VBWMG
2873
Von Berge Wealth Management Group
California
$330K
AWMT
2874
AAFMAA Wealth Management & Trust
North Carolina
$329K -$19.5K -121 -6%
TC
2875
Trilogy Capital
California
$329K -$116K -721 -27%

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.