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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
VAG
3251
VisionPoint Advisory Group
Texas
$82.5K +$24.9K +154 +46%
BFP
3252
Briaud Financial Planning
Texas
$82K +$78.7K +487 New
FIM
3253
FWL Investment Management
Texas
$80.6K +$77.2K +478 New
RAM
3254
Ramirez Asset Management
New York
$78.2K +$74.9K +464 New
SFG
3255
Steward Financial Group
Texas
$78K -$646 -4 -0.9%
SC
3256
Stephens Consulting
Michigan
$76.7K -$3.39K -21 -4%
CH
3257
Canton Hathaway
Rhode Island
$76K +$36.7K +227 +102%
CMA
3258
Cedar Mountain Advisors
Oregon
$75.4K -$65.7K -407 -48%
CWM
3259
CarsonAllaria Wealth Management
Illinois
$72.9K
RWM
3260
Ruedi Wealth Management
Illinois
$71.8K
SIA
3261
SkyView Investment Advisors
New Jersey
$69K -$743K -4,599 -92%
RA
3262
Rational Advisors
New York
$64.1K -$1.29K -8 -2%
FAM
3263
Flaharty Asset Management
Florida
$63.1K +$60.4K +374 New
T
3264
TOBAM
France
$61K -$3.88K -24 -6%
HWP
3265
Highline Wealth Partners
California
$57.1K +$485 +3 +0.9%
NOI
3266
Newton One Investments
Delaware
$55.8K +$485 +3 +0.9%
RAM
3267
Riggs Asset Management
Pennsylvania
$55.1K -$7.11K -44 -12%
RF
3268
Robinswood Financial
Washington
$54.6K +$485 +3 +0.9%
BCPWM
3269
Bradley & Co Private Wealth Management
Florida
$54K
GWSA
3270
Global Wealth Strategies & Associates
Colorado
$52K +$8.4K +52 +20%
DF
3271
DecisionPoint Financial
Arizona
$51.3K
Legacy Financial Group (Iowa)
3272
Legacy Financial Group (Iowa)
Iowa
$43.2K +$41.3K +256 New
AWA
3273
Artemis Wealth Advisors
New York
$43K +$5.65K +35 +16%
NL
3274
NVWM LLC
Pennsylvania
$42.7K -$162 -1 -0.4%
CWA
3275
Carolina Wealth Advisors
South Carolina
$42.7K

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.