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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
AL
3001
ACAS LLC
California
$274K -$1.29K -8 -0.5%
CFA
3002
Cahill Financial Advisors
Minnesota
$273K -$6.3K -39 -2%
SWP
3003
Semus Wealth Partners
Florida
$273K +$23.1K +143 +10%
SFP
3004
Sterling Financial Planning
New Jersey
$272K
LA
3005
Lane & Associates
New Jersey
$271K +$4.2K +26 +2%
RWG
3006
Regal Wealth Group
California
$271K +$162 +1 +0.1%
MF
3007
Manchester Financial
California
$270K +$162 +1 +0.1%
FCA
3008
Fortis Capital Advisors
Kansas
$270K -$19.9K -123 -7%
FEG
3009
Financial Enhancement Group
Indiana
$270K
PM
3010
Penbrook Management
New York
$270K -$16.2K -100 -6%
CWA
3011
Consilium Wealth Advisory
Texas
$269K -$768K -4,754 -75%
SSW
3012
Stone Summit Wealth
Florida
$269K
SFG
3013
SNS Financial Group
Minnesota
$269K +$4.68K +29 +2%
RC
3014
Rovin Capital
Arizona
$269K +$28.9K +179 +13%
RBCM
3015
Raub Brock Capital Management
California
$269K +$969 +6 +0.4%
PWP
3016
Perfromance Wealth Partners
Illinois
$268K
AF
3017
Aldebaran Financial
$268K
AMM
3018
American Money Management
California
$268K +$20.5K +127 +9%
SAM
3019
Sequent Asset Management
Texas
$268K
LFG
3020
Leverty Financial Group
Wisconsin
$267K
IAP
3021
Indie Asset Partners
Indiana
$267K +$12K +74 +5%
IF
3022
Integrity Financial
Wyoming
$267K +$41.2K +255 +19%
IEFM
3023
IQ EQ Fund Management
Ireland
$266K
ES
3024
Eagle Strategies
New York
$265K +$646 +4 +0.3%
BWM
3025
Blossom Wealth Management
California
$265K +$4.04K +25 +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.