We are live on ! Find out more
CVX icon

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
WAOI
2901
Wealth Advisors of Iowa
Iowa
$316K +$16K +99 +6%
SWP
2902
Summit Wealth Partners
Florida
$316K +$56.5K +350 +23%
GCM
2903
Goldstream Capital Management
Hong Kong
$316K
B
2904
Bensler
Washington
$314K -$31.5K -195 -9%
SFM
2905
Signet Financial Management
New Jersey
$314K -$26.2K -162 -8%
AL
2906
ADE LLC
Maryland
$314K -$3.88K -24 -1%
FA
2907
Faithward Advisors
Pennsylvania
$313K -$50.9K -315 -13%
FWM
2908
Focused Wealth Management
New York
$313K +$21.3K +132 +8%
SC
2909
Saturna Capital
Washington
$312K
CAM
2910
Concorde Asset Management
Michigan
$312K +$11.5K +71 +4%
TFM
2911
TFC Financial Management
Massachusetts
$312K +$72K +446 +32%
AMCA
2912
Arthur M. Cohen & Associates
Illinois
$311K
RA
2913
Regis Acquisition
Colorado
$311K
KWM
2914
KFG Wealth Management
Indiana
$310K
FFG
2915
Fortem Financial Group
California
$310K -$12.6K -78 -4%
AGWCA
2916
Annis Gardner Whiting Capital Advisors
Florida
$309K +$296K +1,834 New
IFA
2917
Index Fund Advisors
California
$309K +$296K +1,833 New
TC
2918
Trust Company
Kansas
$308K -$60.6K -375 -17%
SFA
2919
Seneca Financial Advisors
New York
$308K +$295K +1,827 New
MECA
2920
Miller Equity Capital Advisors
Texas
$307K
FFIC
2921
First Fiduciary Investment Counsel
Ohio
$307K +$56.5K +350 +24%
IWP
2922
IAG Wealth Partners
Wisconsin
$306K -$24.2K -150 -8%
MF
2923
Montis Financial
Massachusetts
$305K +$32.8K +203 +13%
MCM
2924
MV Capital Management
Maryland
$304K -$24.6K -152 -8%
AWC
2925
Adamsbrown Wealth Consultants
Kansas
$303K +$6.78K +42 +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.