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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
PFC
301
Poplar Forest Capital
California
$38.3M +$5.13M +31,782 +16%
GI
302
Gradient Investments
Minnesota
$38.3M +$884K +5,476 +2%
TWC
303
TD Waterhouse Canada
Ontario, Canada
$38.2M +$27.9K +173 +0.1%
PFPT
304
Pinnacle Financial Partners (Tennessee)
Tennessee
$38M +$1.27M +7,864 +4%
Daiwa Securities Group
305
Daiwa Securities Group
Japan
$37.8M +$2.41M +14,903 +7%
GT
306
Glenview Trust
Kentucky
$37.5M +$1.1M +6,795 +3%
BB
307
Busey Bank
Illinois
$37.3M +$544K +3,369 +2%
SFM
308
Stack Financial Management
Montana
$37.1M +$225K +1,390 +0.6%
Canada Pension Plan Investment Board
309
Canada Pension Plan Investment Board
Ontario, Canada
$36.8M +$646 +4 +0%
QCM
310
QRG Capital Management
Illinois
$36.6M +$35M +216,980 New
NAM
311
Nissay Asset Management
Japan
$36.6M -$592K -3,666 -2%
ZIC
312
ZWJ Investment Counsel
Georgia
$36.5M -$61.2K -379 -0.2%
Cetera Investment Advisers
313
Cetera Investment Advisers
Illinois
$36.3M +$3.25M +20,152 +10%
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$36.3M +$3.27M +20,246 +10%
PAG
315
Private Advisor Group
New Jersey
$36.1M +$1.64M +10,167 +5%
GIA
316
Guyasuta Investment Advisors
Pennsylvania
$35.9M +$792K +4,903 +2%
CA
317
Cullinan Associates
Kentucky
$35.8M -$780K -4,830 -2%
BPC
318
Banque Pictet & Cie
Switzerland
$35.7M -$6.45M -39,927 -16%
GHA
319
GW Henssler & Associates
Georgia
$35.6M -$329K -2,036 -1%
TAM
320
Tocqueville Asset Management
New York
$35.4M -$135K -838 -0.4%
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$35.3M +$3.41M +21,110 +11%
CIBC World Market
322
CIBC World Market
Ontario, Canada
$34.9M +$1.97M +12,227 +6%
OC
323
Oppenheimer & Co
New York
$34.9M +$2.7M +16,724 +9%
CW
324
Connectus Wealth
Ohio
$34.8M +$2.95M +18,288 +10%
PNC
325
Park National Corp
Ohio
$34.7M -$140K -866 -0.4%

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.