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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
AWS
2876
Arkfeld Wealth Strategies
Nebraska
$329K +$1.13K +7 +0.4%
KFSC
2877
Keystone Financial Services (Colorado)
Colorado
$329K +$315K +1,951 New
AWA
2878
Acorn Wealth Advisors
Michigan
$328K -$2.58K -16 -0.8%
MA
2879
Mezzasalma Advisors
New Jersey
$328K
BIA
2880
Bigelow Investment Advisors
Maine
$328K
KW
2881
KWB Wealth
California
$327K
TFP
2882
Tilia Fiduciary Partners
North Carolina
$327K +$1.61K +10 +0.5%
MCM
2883
Mattern Capital Management
Colorado
$327K -$44.4K -275 -12%
LNWTC
2884
Laird Norton Wetherby Trust Company
Washington
$326K -$13.2K -82 -4%
SBF
2885
Sara-Bay Financial
Florida
$326K
CSIA
2886
Carl Stuart Investment Advisor
Texas
$325K -$4.52K -28 -1%
TSWM
2887
Tyler-Stone Wealth Management
Ohio
$324K -$11.3K -70 -4%
SFG
2888
Sunburst Financial Group
Alabama
$324K -$17.4K -108 -5%
RTC
2889
Riverview Trust Company
Washington
$324K
MAM
2890
McLean Asset Management
Virginia
$324K +$28.4K +176 +10%
PFC
2891
Phocas Financial Corp
California
$323K +$11.1K +69 +4%
TF
2892
Theory Financial
Colorado
$321K +$307K +1,903 New
CM
2893
Caption Management
Oklahoma
$320K -$2.84M -17,600 -90%
PIP
2894
Peachtree Investment Partners
Florida
$320K -$132K -815 -30%
AWM
2895
AllSquare Wealth Management
New York
$320K
ACM
2896
Armbruster Capital Management
New York
$318K -$114K -703 -27%
FPTW
2897
Franklin, Parlapiano, Turner & Welch
Texas
$317K
FP
2898
Fiduciary Planning
Florida
$317K +$7.11K +44 +2%
AIA
2899
Affinity Investment Advisors
California
$317K
TB
2900
Terril Brothers
Missouri
$316K +$60.2K +373 +25%

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.