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
FA
3101
Fiducient Advisors
Illinois
$226K +$217K +1,342 New
TFO
3102
Tarbox Family Office
California
$225K -$162 -1 -0.1%
WMC
3103
Westwood Management Corporation
Illinois
$225K
MWM
3104
Meritas Wealth Management
California
$225K -$15.5K -96 -7%
MG
3105
Marex Group
$224K +$215K +1,331 New
FDS
3106
First Dallas Securities
Texas
$224K -$275K -1,700 -56%
SFPG
3107
Stonebridge Financial Planning Group
Florida
$223K
WCA
3108
Waypoint Capital Advisors
Minnesota
$222K +$213K +1,319 New
MWA
3109
Motive Wealth Advisors
Michigan
$222K -$11K -68 -5%
UWPG
3110
Ullmann Wealth Partners Group
Florida
$221K +$212K +1,312 New
LAM
3111
Lifestyle Asset Management
Texas
$221K +$2.1K +13 +1%
VC
3112
Vestor Capital
Illinois
$221K -$158K -979 -43%
CCM
3113
Condor Capital Management
New Jersey
$221K -$13.7K -85 -6%
HAC
3114
Harbor Advisory Corp
New Hampshire
$221K
BA
3115
BCM Advisors
Louisiana
$220K
AWA
3116
Aquire Wealth Advisors
Utah
$220K -$6.46K -40 -3%
CMP
3117
Courage Miller Partners
Virginia
$219K
SXL
3118
Summit X LLC
Missouri
$219K -$711K -4,402 -77%
DGI
3119
Disciplined Growth Investors
Minnesota
$218K
GC
3120
GFG Capital
Florida
$218K +$209K +1,294 New
RWI
3121
Red Wave Investments
Pennsylvania
$218K
RIP
3122
RAM Investment Partners
Washington
$218K +$3.39K +21 +2%
BW
3123
Basepoint Wealth
Iowa
$218K +$209K +1,292 New
CA
3124
Cumberland Advisors
Florida
$218K
DA
3125
Detalus Advisors
Missouri
$217K +$969 +6 +0.5%

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.