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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
UW
3026
Unique Wealth
Florida
$264K
P
3027
Paradiem
Louisiana
$264K
AIA
3028
AIMZ Investment Advisors
California
$264K
KWS
3029
Keystone Wealth Services
California
$264K -$19.5K -121 -7%
EE
3030
EWG Elevate
California
$262K -$7.43K -46 -3%
I
3031
INVST
Indiana
$262K +$18.7K +116 +8%
PAG
3032
Private Advisory Group
Washington
$261K +$250K +1,547 New
HHRDM
3033
H&H Retirement Design & Management
Nevada
$261K
TLCM
3034
Twin Lakes Capital Management
California
$260K
CAAM
3035
Cornerstone Advisors Asset Management
Pennsylvania
$260K +$249K +1,540 New
BWM
3036
BNC Wealth Management
Oregon
$260K -$5.17K -32 -2%
GHAM
3037
Gilman Hill Asset Management
Connecticut
$259K -$6.3K -39 -2%
AWM
3038
Austin Wealth Management
Texas
$259K +$289K +1,789 New
OCPWS
3039
One Charles Private Wealth Services
Massachusetts
$259K -$7.59K -47 -3%
SHJ
3040
Sharkey, Howes & Javer
Colorado
$258K -$969 -6 -0.4%
CP
3041
Castleview Partners
Texas
$258K -$17.6K -109 -7%
BCM
3042
Beddow Capital Management
Wyoming
$257K +$246K +1,525 New
AWM
3043
Aprio Wealth Management
Georgia
$257K +$20.5K +127 +9%
KNW
3044
Kesler Norman & Wride
Utah
$257K
BBW
3045
Blue Barn Wealth
Utah
$256K +$22.1K +137 +10%
SHWM
3046
Smith & Howard Wealth Management
Georgia
$256K -$5.49K -34 -2%
CI
3047
Carroll Investors
South Carolina
$256K +$243K +1,506 New
CSA
3048
Cottage Street Advisors
Massachusetts
$256K +$10.2K +63 +4%
AWM
3049
Avaii Wealth Management
Wisconsin
$255K +$16.3K +101 +7%
FCMC
3050
Founders Capital Management (Connecticut)
Connecticut
$254K

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.