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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
TWM
3126
Triton Wealth Management
Arizona
$217K -$42.6K -264 -15%
ME
3127
McIlrath & Eck
Washington
$217K -$4.2K -26 -2%
GSAM
3128
Grant Street Asset Management
Pennsylvania
$216K +$1.61K +10 +0.8%
AFP
3129
Alpha Financial Partners
Kentucky
$216K -$111K -690 -35%
GAB
3130
German American Bancorp
Indiana
$216K +$207K +1,281 New
TCOK
3131
Trust Company of Kansas
Kansas
$216K +$207K +1,282 New
NMG
3132
New Millennium Group
Utah
$215K -$969 -6 -0.5%
KPWG
3133
KFA Private Wealth Group
Virginia
$215K +$206K +1,275 New
CFG
3134
CKW Financial Group
Hawaii
$215K +$323 +2 +0.2%
HA
3135
Hofer & Associates
California
$215K
PP
3136
Pegasus Partners
Wisconsin
$215K -$15.2K -94 -7%
WH
3137
Whitcomb & Hess
Ohio
$215K +$206K +1,274 New
SHFA
3138
SC&H Financial Advisors
Maryland
$215K
AC
3139
AWM Capital
Arizona
$214K +$205K +1,271 New
SOAG
3140
Silver Oak Advisory Group
Oregon
$214K +$205K +1,272 New
CIM
3141
Corbyn Investment Management
Maryland
$213K +$204K +1,264 New
HP
3142
Hilltop Partners
Indiana
$212K +$204K +1,260 New
GMA
3143
Glassy Mountain Advisors
Maryland
$212K -$2.1K -13 -1%
CA
3144
Centerpoint Advisors
Massachusetts
$212K +$8.88K +55 +5%
GWA
3145
GGM Wealth Advisors
Maryland
$212K +$203K +1,257 New
SF
3146
Safeguard Financial
Wisconsin
$212K -$3.07K -19 -1%
BCP
3147
Blue Chip Partners
Michigan
$212K -$6.14K -38 -3%
IWP
3148
Invenio Wealth Partners
Florida
$211K +$202K +1,253 New
HIF
3149
Hill Island Financial
Michigan
$211K +$202K +1,253 New
FNWM
3150
Financial Network Wealth Management
Utah
$211K

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.