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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
LIA
3276
Luken Investment Analytics
Tennessee
$42.2K
BSWA
3277
Bromfield Sneider Wealth Advisors
Massachusetts
$39.6K -$25K -155 -40%
JFG
3278
JDM Financial Group
Texas
$39.1K
AWM
3279
Avondale Wealth Management
Texas
$37.1K
DFA
3280
DHJJ Financial Advisors
Illinois
$34.7K +$33.3K +206 New
WPWM
3281
Western Pacific Wealth Management
Illinois
$34.6K
YDMI
3282
Y.D. More Investments
Israel
$33.9K
RTL
3283
Red Tortoise LLC
Georgia
$33.9K +$8.24K +51 +34%
KHC
3284
Koesten Hirschmann & Crabtree
Kansas
$33.7K
PCC
3285
Park Circle Company
Maryland
$33.7K
LD
3286
Lipe & Dalton
New York
$33K
RBC
3287
Roble Belko & Company
Pennsylvania
$33K
HFS
3288
HBC Financial Services
Washington
$32K -$4.85K -30 -14%
VFIC
3289
Valley Forge Investment Consultants
Pennsylvania
$30.4K +$12.9K +80 +80%
CJL
3290
Cyrus J. Lawrence
New York
$29K
CWAF
3291
Core Wealth Advisors (Florida)
Florida
$28.8K -$1.95M -12,065 -99%
PCOC
3292
Power Corp of Canada
Canada
$28.5K
HC
3293
Hoese & Co
Minnesota
$28.3K -$24.2K -150 -47%
PMAM
3294
Picton Mahoney Asset Management
Ontario, Canada
$26K +$25.7K +159 New
HF
3295
Halpern Financial
Virginia
$23.6K
KIG
3296
Kessler Investment Group
Indiana
$21.1K
HCA
3297
Heck Capital Advisors
Wisconsin
$21.1K +$20.2K +125 New
TVWM
3298
Tower View Wealth Management
Wisconsin
$21K +$13.1K +81 +176%
RWPA
3299
Richard W. Paul & Associates
Michigan
$20.2K +$4.36K +27 +29%
EA
3300
Evolution Advisers
Virginia
$20K +$3.23K +20 +19%

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.