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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
HIS
3176
Horizon Investment Services
Indiana
$204K +$196K +1,212 New
OPPS
3177
Obsidian Personal Planning Solutions
Maryland
$204K +$196K +1,212 New
MS
3178
Maven Securities
Jersey
$203K -$1.44M -8,932 -88%
PRWA
3179
Platte River Wealth Advisors
Colorado
$203K +$195K +1,205 New
ARC
3180
Advisor Resource Council
Texas
$203K +$194K +1,204 New
BWM
3181
BlackDiamond Wealth Management
New York
$202K +$12.3K +76 +6%
CBNLCF
3182
Cognios Beta Neutral Large Cap Fund
Kansas
$202K +$194K +1,199 New
OL
3183
Optas LLC
Texas
$202K +$193K +1,195 New
AA
3184
AlphaCentric Advisors
Puerto Rico
$202K -$23.9K -148 -11%
OWM
3185
Opes Wealth Management
California
$201K +$193K +1,194 New
RWRC
3186
R.W. Roge & Company
New York
$200K
EWP
3187
Elevation Wealth Partners
California
$199K +$323 +2 +0.2%
APC
3188
Aspire Private Capital
North Carolina
$196K +$3.07K +19 +2%
WWP
3189
WR Wealth Planners
Missouri
$194K +$45.1K +279 +32%
HB
3190
Horizon Bancorp
Indiana
$192K +$17.6K +109 +11%
HIM
3191
Hillsdale Investment Management
Ontario, Canada
$191K +$95.3K +590 +108%
CCMI
3192
Creative Capital Management Investments
California
$189K
RWML
3193
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$188K +$1.13K +7 +0.6%
OBWP
3194
O'Brien Wealth Partners
Massachusetts
$188K
TCM
3195
TD Capital Management
Tennessee
$182K
GC
3196
Garde Capital
Washington
$179K -$59.8K -370 -26%
RDIA
3197
RE Dickinson Investment Advisors
Iowa
$177K +$17.1K +106 +11%
JSAM
3198
J. Safra Asset Management
New York
$176K
AA
3199
AlphaMark Advisors
Kentucky
$176K +$20.4K +126 +14%
LJHT
3200
Laurie J. Hall Trustee
$173K

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.