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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
SCA
3201
Stuart Chaussee & Associates
California
$169K
CSC
3202
Cove Street Capital
California
$167K
AWM
3203
Abound Wealth Management
Tennessee
$165K -$646 -4 -0.4%
AI
3204
AXS Investments
New York
$162K -$135K -837 -47%
HWM
3205
HighMark Wealth Management
Minnesota
$158K +$33.1K +205 +28%
PWMG
3206
Prestige Wealth Management Group
New Jersey
$157K -$323 -2 -0.2%
WCMN
3207
Westchester Capital Management (Nebraska)
Nebraska
$157K
MFT
3208
Moisand Fitzgerald Tamayo
Florida
$155K +$47K +291 +46%
PP
3209
PrairieView Partners
Minnesota
$155K -$22.8K -141 -13%
CMP
3210
Coston McIsaac & Partners
Maine
$153K +$49.7K +308 +51%
DEM
3211
Disciplined Equity Management
Florida
$152K
GFL
3212
Granite FO LLC
New Hampshire
$152K
ACM
3213
Antonetti Capital Management
Florida
$152K
TWP
3214
TFO Wealth Partners
Ohio
$151K +$79.8K +494 +106%
JMF
3215
Johnson Midwest Financial
Iowa
$149K +$8.08K +50 +6%
EARNEST Partners
3216
EARNEST Partners
Georgia
$147K
FFL
3217
Financial Freedom LLC
Ohio
$142K +$1.13K +7 +0.8%
SFCL
3218
Strengthening Families & Communities LLC
Massachusetts
$142K -$21K -130 -13%
CYG
3219
Clean Yield Group
Vermont
$136K -$6.3K -39 -4%
NF
3220
Norwood Financial
Pennsylvania
$136K
HWA
3221
HHM Wealth Advisors
Tennessee
$135K
MSFP
3222
Mark Sheptoff Financial Planning
Connecticut
$135K
DCM
3223
Disciplina Capital Management
Tennessee
$135K +$1.29K +8 +1%
IHWM
3224
Iron Horse Wealth Management
Iowa
$134K
FDCC
3225
Foster Dykema Cabot & Co
Massachusetts
$131K +$2.75K +17 +2%

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.