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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
TIA
3151
Tiemann Investment Advisors
California
$211K -$16.2K -100 -7%
PHIC
3152
Pine Haven Investment Counsel
Massachusetts
$211K +$202K +1,250 New
SPWG
3153
Syntegra Private Wealth Group
Missouri
$211K +$202K +1,250 New
OCBCO
3154
Oversea-Chinese Banking Corp (OCBC)
Singapore
$210K +$199K +1,232 New
BC
3155
Brio Consultants
California
$210K +$201K +1,246 New
DSA
3156
Droms Strauss Advisors
Missouri
$210K +$202K +1,248 New
OKSA
3157
O'Keefe Stevens Advisory
New York
$210K +$201K +1,244 New
JTWM
3158
Jackson Thornton Wealth Management
Alabama
$210K +$201K +1,243 New
FFA
3159
Fragasso Financial Advisors
Pennsylvania
$210K +$201K +1,243 New
LFA
3160
Laraway Financial Advisors
Minnesota
$209K
IFA
3161
Interactive Financial Advisors
Illinois
$208K +$200K +1,236 New
PFM
3162
Peak Financial Management
Massachusetts
$208K +$200K +1,236 New
BAM
3163
Bellevue Asset Management
Washington
$208K -$6.46K -40 -3%
ETS
3164
ESL Trust Services
New York
$208K +$199K +1,232 New
OFW
3165
Omnia Family Wealth
Florida
$207K -$68K -421 -25%
ES
3166
ETF Store
Kansas
$207K +$198K +1,227 New
KDA
3167
Kraft Davis & Associates
Missouri
$207K +$201K +1,244 New
HIM
3168
Hanlon Investment Management
New Jersey
$207K +$198K +1,227 New
CANY
3169
Caxton Associates (New York)
New York
$207K +$198K +1,226 New
AC
3170
Applied Capital
Arkansas
$206K +$198K +1,224 New
RA
3171
Rockingstone Advisors
Massachusetts
$206K +$198K +1,224 New
AIM
3172
AMI Investment Management
Indiana
$206K +$197K +1,222 New
MS
3173
Mizuho Securities
Japan
$206K +$145K +900 +281%
VF
3174
VitalStone Financial
Texas
$205K +$12.6K +78 +6%
GWM
3175
GoalFusion Wealth Management
Texas
$205K +$196K +1,215 New

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.