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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
CIA
276
Capital Investment Advisors
Georgia
$46M +$1.95M +12,043 +5%
RG
277
Rathbones Group
United Kingdom
$45.3M +$6.03M +37,315 +16%
AAM
278
Advisors Asset Management
Colorado
$45M -$1.64M -10,180 -4%
KAS
279
Kestra Advisory Services
Texas
$45M +$2.74M +16,943 +7%
MAM
280
Martingale Asset Management
Massachusetts
$45M -$46.8K -290 -0.1%
SIC
281
Schwartz Investment Counsel
Michigan
$43.9M
VIP
282
Vantage Investment Partners
Missouri
$43.4M
DCM
283
Donaldson Capital Management
Indiana
$43.4M +$969K +5,999 +2%
DIA
284
Davidson Investment Advisors
Montana
$43.4M -$80.1K -496 -0.2%
CWM
285
CIBC World Markets
New York
$42.2M +$7.42M +45,933 +22%
RPC
286
Rossmore Private Capital
Connecticut
$42.1M +$14.4K +89 +0%
BPWM
287
Badgley Phelps Wealth Managers
Washington
$41.9M +$1.18M +7,285 +3%
Balyasny Asset Management
288
Balyasny Asset Management
Illinois
$41.9M +$36.2M +223,943 +917%
MOACM
289
Mutual of America Capital Management
New York
$41.9M -$434K -2,685 -1%
PAM
290
Panagora Asset Management
Massachusetts
$41.1M -$35.1M -217,085 -47%
William Blair Investment Management
291
William Blair Investment Management
Illinois
$40.5M -$873K -5,405 -2%
NM
292
NWI Management
New York
$40.5M
MHC
293
Meyer Handelman Company
New York
$40.4M -$402K -2,490 -1%
IMPI
294
Ilmarinen Mutual Pension Insurance
Finland
$40M -$646K -4,000 -2%
SPIA
295
Steward Partners Investment Advisory
New York
$40M +$1.93M +11,968 +5%
FRM
296
Foundation Resource Management
Arkansas
$39.8M -$255K -1,581 -0.7%
WB
297
WesBanco Bank
West Virginia
$39.2M -$256K -1,586 -0.7%
BCM
298
Becker Capital Management
Oregon
$39.2M -$231K -1,433 -0.6%
TIAA Trust, National Association
299
TIAA Trust, National Association
North Carolina
$38.4M +$36.8M +227,908 New
SDJVC
300
St. Denis J. Villere & Co
Louisiana
$38.4M -$37.6K -233 -0.1%

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.