We are live on ! Find out more
CVX icon

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
PFA
3051
Petra Financial Advisors
Colorado
$254K +$36.3K +225 +18%
FPIS
3052
Financial Planning & Information Services
Wisconsin
$253K
CIS
3053
Continental Investors Services
Washington
$253K -$248K -1,537 -51%
ITFISA
3054
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$252K +$241K +1,494 New
RW
3055
REDW Wealth
New Mexico
$252K +$1.13K +7 +0.5%
ICM
3056
Intrepid Capital Management
Florida
$252K
HWP
3057
Heritage Wealth Partners
Ohio
$251K -$22.6K -140 -9%
OPWM
3058
Oakwell Private Wealth Management
Texas
$251K -$3.71K -23 -2%
WFS
3059
Walker Financial Services
Kentucky
$251K -$15.7K -97 -6%
HCM
3060
Hilton Capital Management
New York
$250K -$14.4K -89 -6%
SCM
3061
Stonehearth Capital Management
Massachusetts
$250K
FWM
3062
ForthRight Wealth Management
Georgia
$249K +$2.26K +14 +1%
AFA
3063
American Financial Advisors
Georgia
$249K +$1.13K +7 +0.5%
4WM
3064
4J Wealth Management
Virginia
$247K
MTIM
3065
Marathon Trading Investment Management
Pennsylvania
$246K -$451K -2,795 -66%
YWS
3066
Yarger Wealth Strategies
Ohio
$246K +$235K +1,457 New
WFA
3067
Wade Financial Advisory
California
$245K
KOC
3068
Koss-Olinger Consulting
Florida
$244K
DIS
3069
Diversified Investment Strategies
Louisiana
$242K
BWM
3070
BCGM Wealth Management
Indiana
$242K
AWA
3071
Authentikos Wealth Advisory
California
$241K -$1.94K -12 -0.8%
PTC
3072
Petrus Trust Company
Texas
$240K +$230K +1,426 New
CWM
3073
Collaborative Wealth Management
Florida
$240K -$18.7K -116 -8%
CC
3074
Callan Capital
California
$240K +$230K +1,424 New
FIM
3075
Fernwood Investment Management
Massachusetts
$239K

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.