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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
LGG
2926
Luts & Greenleigh Group
Maryland
$303K -$15.2K -94 -5%
BA
2927
Bluesphere Advisors
Pennsylvania
$302K +$26.2K +162 +10%
KCM
2928
Kendall Capital Management
Maryland
$301K -$23.4K -145 -8%
IAG
2929
Investment Advisory Group
Massachusetts
$301K +$8.08K +50 +3%
CJFS
2930
Coulter & Justus Financial Services
Tennessee
$301K
PCH
2931
PGIM Custom Harvest
New Jersey
$300K +$288K +1,780 New
LFG
2932
Lockerman Financial Group
California
$300K -$14.4K -89 -5%
IWP
2933
Insight Wealth Partners
Texas
$299K
TSW
2934
Three Seasons Wealth
Utah
$299K +$287K +1,776 New
EC
2935
EdgeRock Capital
Colorado
$299K +$37.1K +230 +15%
CWM
2936
Centurion Wealth Management
Virginia
$299K +$27K +167 +10%
PAG
2937
Paladin Advisory Group
Iowa
$299K
IRC
2938
Investors Research Corp
Georgia
$298K +$1.78K +11 +0.6%
CAL
2939
Capital Advisors Ltd
Ohio
$298K -$12K -74 -4%
CA
2940
Calton & Associates
Florida
$298K -$1.05M -6,489 -79%
PA
2941
Planning Alternatives
Michigan
$297K
NWM
2942
Northcape Wealth Management
New York
$297K -$52.7K -326 -16%
FFA
2943
Fairfield Financial Advisors
Massachusetts
$297K +$45.5K +282 +19%
OIM
2944
Oder Investment Management
California
$297K +$323 +2 +0.1%
SIA
2945
Strategic Investment Advisors
Michigan
$296K +$10.5K +65 +4%
KA
2946
Kooman & Associates
Pennsylvania
$295K +$29.4K +182 +12%
AFGAS
2947
Allegiance Financial Group Advisory Services
Virginia
$295K
AIA
2948
Arbor Investment Advisors
North Carolina
$294K
ORC
2949
O'Rourke & Company
Massachusetts
$294K +$20K +124 +8%
WA
2950
Wealthstream Advisors
New York
$294K +$31K +192 +12%

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.