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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
TFA
2976
Tranquilli Financial Advisor
New Jersey
$283K +$7.91K +49 +3%
LSA
2977
L & S Advisors
California
$282K -$90.5K -560 -25%
WCM
2978
WealthBridge Capital Management
Ohio
$282K +$9.69K +60 +4%
CM
2979
Columbus Macro
Pennsylvania
$279K -$4.04K -25 -1%
CCA
2980
Column Capital Advisors
Indiana
$279K +$808 +5 +0.3%
CWG
2981
Crown Wealth Group
North Carolina
$279K +$13.4K +83 +5%
AFAS
2982
Acorn Financial Advisory Services
Virginia
$279K +$1.61K +10 +0.6%
LOIP
2983
Live Oak Investment Partners
Texas
$278K
FWSM
2984
First Wilshire Securities Management
California
$278K
GWM
2985
GDS Wealth Management
Texas
$278K -$48.8K -302 -15%
BFO
2986
Biltmore Family Office
North Carolina
$277K -$5.65K -35 -2%
HIG
2987
Heritage Investment Group
Florida
$277K -$32.1K -199 -11%
MWA
2988
Miller Wealth Advisors
Colorado
$277K +$1.45K +9 +0.6%
CSIA
2989
Charles Schwab Investment Advisory
California
$277K +$10.3K +64 +4%
BIM
2990
Bullseye Investment Management
Ohio
$277K +$265K +1,640 New
PFA
2991
Pathway Financial Advisors
Vermont
$276K +$12.1K +75 +5%
AC
2992
Annandale Capital
Texas
$276K
LC
2993
Landaas & Company
Wisconsin
$276K
DP
2994
Divergent Planning
Maryland
$276K
TFA
2995
Trinity Financial Advisors
Ohio
$276K +$1.29K +8 +0.5%
OR
2996
Olympiad Research
Connecticut
$276K +$264K +1,634 New
WW
2997
Westshore Wealth
California
$275K +$5.01K +31 +2%
LCM
2998
Liberty Capital Management
Michigan
$275K +$5.98K +37 +2%
DFG
2999
Demars Financial Group
Washington
$275K -$23.3K -144 -8%
DCBT
3000
Dakota Community Bank & Trust
North Dakota
$274K -$3.39K -21 -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.