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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
MAM
2951
Marotta Asset Management
Virginia
$293K -$14.9K -92 -5%
GCIM
2952
Gunn & Company Investment Management
Florida
$293K +$281K +1,740 New
CSPAM
2953
Cary Street Partners Asset Management
Virginia
$292K
FIC
2954
Family Investment Center
Missouri
$292K
VWA
2955
V Wealth Advisors
Kansas
$292K -$853K -5,278 -75%
CFS
2956
CGC Financial Services
Oregon
$290K -$64.6K -400 -19%
VFP
2957
Verus Financial Partners
Virginia
$290K
SC
2958
Sykon Capital
New York
$290K +$277K +1,718 New
BA
2959
Bridge Advisory
California
$289K +$28.8K +178 +12%
BONST
2960
Bank of Nova Scotia Trust
Ontario, Canada
$289K -$15.3K -95 -5%
WWM
2961
Windsor Wealth Management
Indiana
$289K -$39.7K -246 -13%
JCM
2962
Jacobsen Capital Management
Utah
$289K +$277K +1,713 New
HWMT
2963
Heritage Wealth Management (Texas)
Texas
$289K -$1.13K -7 -0.4%
SWRP
2964
Summit Wealth & Retirement Planning
California
$288K +$162 +1 +0.1%
CFG
2965
Carr Financial Group
Massachusetts
$288K
SRG
2966
SBB Research Group
Illinois
$288K +$2.58K +16 +0.9%
NSG
2967
Nalls Sherbakoff Group
Tennessee
$287K
AA
2968
Aufman Associates
Pennsylvania
$287K -$5.65K -35 -2%
RWA
2969
Rooted Wealth Advisors
Illinois
$287K +$39.2K +243 +14%
RLWM
2970
RF&L Wealth Management
Massachusetts
$287K
SC
2971
Savoie Capital
Illinois
$287K +$275K +1,700 New
SC
2972
Saiph Capital
New Jersey
$286K +$274K +1,696 New
CCM
2973
Check Capital Management
California
$284K
FWP
2974
Firethorn Wealth Partners
Georgia
$284K +$3.07K +19 +1%
CWA
2975
Capital Wealth Alliance
Arizona
$284K +$1.13K +7 +0.4%

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.