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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
FB
3076
First Bancorp
Maine
$238K
NC
3077
NBW Capital
Massachusetts
$238K -$14.4K -89 -6%
SIAM
3078
Sterling Investment Advisors (Missouri)
Missouri
$236K
BAG
3079
Briggs Advisory Group
Rhode Island
$235K
MAM
3080
McCarthy Asset Management
California
$235K -$14.7K -91 -6%
AFS
3081
AFG Fiduciary Services
Massachusetts
$235K -$12.8K -79 -5%
AT
3082
Avalon Trust
New Mexico
$233K -$12.1K -75 -5%
CCM
3083
Chiron Capital Management
Florida
$232K
PA
3084
Parkside Advisors
California
$232K +$646 +4 +0.3%
QCIG
3085
Quad-Cities Investment Group
Iowa
$232K
LIA
3086
LifePlan Investment Advisors
North Carolina
$232K +$222K +1,376 New
RMCM
3087
Reynders McVeigh Capital Management
Massachusetts
$232K
PP
3088
PFS Partners
New Jersey
$232K +$808 +5 +0.4%
HPM
3089
Hoxton Planning & Management
West Virginia
$231K +$221K +1,367 New
HHAA
3090
Henry H. Armstrong Associates
Pennsylvania
$231K
NG
3091
Northstar Group
New York
$230K -$9.53K -59 -4%
HFM
3092
Harvest Fund Management
China
$230K +$26.3K +163 +14%
CWM
3093
Cahaba Wealth Management
Georgia
$230K -$7.75K -48 -3%
ACP
3094
Arcus Capital Partners
Georgia
$230K
SPP
3095
Single Point Partners
Massachusetts
$229K +$220K +1,360 New
MAWCM
3096
Mine & Arao Wealth Creation & Management
California
$229K +$485 +3 +0.2%
AWP
3097
Accretive Wealth Partners
New Jersey
$227K
ONSWM
3098
Old North State Wealth Management
North Carolina
$227K +$218K +1,347 New
SGC
3099
Slocum, Gordon & Co
Rhode Island
$227K
SMF
3100
Sterling Manor Financial
New York
$226K

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.