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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
MWM
3226
Mascoma Wealth Management
New Hampshire
$127K +$1.94K +12 +2%
PG
3227
Proffitt & Goodson
Tennessee
$125K
TC
3228
Truvestments Capital
Florida
$125K -$156K -967 -57%
LWA
3229
Lowe Wealth Advisors
Maryland
$124K
UIA
3230
Ulland Investment Advisors
Minnesota
$121K
IRAG
3231
Investment Research & Advisory Group
Georgia
$119K
AFS
3232
Annapolis Financial Services
Maryland
$117K
CPG
3233
Cornerstone Planning Group
New Jersey
$117K -$3.39K -21 -3%
FWA
3234
FSC Wealth Advisors
New York
$115K +$14.2K +88 +15%
GA
3235
GoalVest Advisory
New York
$115K +$16.2K +100 +17%
TCM
3236
Tradewinds Capital Management
Washington
$111K +$162 +1 +0.2%
SHIM
3237
Stone House Investment Management
Pennsylvania
$109K +$323 +2 +0.3%
NA
3238
Nordwand Advisors
Pennsylvania
$108K
RA
3239
Rise Advisors
New York
$108K +$969 +6 +0.9%
CTWM
3240
Cherry Tree Wealth Management
Minnesota
$105K
GKIM
3241
GW&K Investment Management
Massachusetts
$105K +$6.78K +42 +7%
SIC
3242
SJS Investment Consulting
Ohio
$103K +$7.43K +46 +8%
BBPWM
3243
Blue Bell Private Wealth Management
Pennsylvania
$101K +$8.24K +51 +9%
OCM
3244
Orion Capital Management
California
$100K +$96.1K +595 New
MIM
3245
Macroview Investment Management
Maryland
$99.5K -$6.14K -38 -6%
LFA
3246
Level Financial Advisors
New York
$89.4K
NC
3247
NewSquare Capital
Pennsylvania
$86.9K -$40.4K -250 -33%
DWA
3248
Delos Wealth Advisors
Texas
$86.6K
GAG
3249
Goodman Advisory Group
Massachusetts
$84.1K
SPWM
3250
Spartan Planning & Wealth Management
North Carolina
$82.8K +$79.3K +491 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.