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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
GWMI
3301
Guardian Wealth Management (Illinois)
Illinois
$18.9K +$162 +1 +0.9%
HWP
3302
Hibernia Wealth Partners
Louisiana
$17.7K +$17K +105 New
TJHA
3303
Thomas J. Herzfeld Advisors
Florida
$16.9K
RF
3304
Robbins Farley
New Hampshire
$16.9K +$16.2K +100 New
TFG
3305
Team Financial Group
California
$16.8K +$16K +99 New
DMKJ
3306
David M. Knott Jr
$16K
MFA
3307
McClarren Financial Advisors
Pennsylvania
$16K
WFA
3308
West Financial Advisors
Iowa
$14.7K +$14.1K +87 New
QL
3309
Quarry LP
New York
$14.2K +$13.6K +84 New
BAM
3310
Byrne Asset Management
New Jersey
$14K -$3.88K -24 -22%
CIR
3311
Clear Investment Research
Georgia
$13.1K -$1.94K -12 -13%
HH
3312
HWG Holdings
Texas
$13K
MBFW
3313
Morton Brown Family Wealth
Pennsylvania
$11.5K
FA
3314
Financial Avengers
California
$10.9K
CWM
3315
Cranbrook Wealth Management
Michigan
$10.5K -$4.04K -25 -29%
CAM
3316
ClariVest Asset Management
California
$10K +$8.56K +53 +1,060%
LFASL
3317
Lugano Financial Advisors SA (LFA)
Switzerland
$9.27K +$8.88K +55 New
LFA
3318
Legend Financial Advisors
Pennsylvania
$8.94K
AWM
3319
Activest Wealth Management
Florida
$8.88K +$162 +1 +2%
LPC
3320
Lion Point Capital
New York
$7.76K +$7.43K +46 New
SWM
3321
Sanctuary Wealth Management
Idaho
$7.25K -$1.29K -8 -16%
DWMG
3322
DB Wealth Management Group
California
$6.41K
SR
3323
Syntax Research
Florida
$5.9K +$5.65K +35 New
PPWM
3324
PFG Private Wealth Management
Florida
$5.56K -$15.3K -95 -74%
HCM
3325
Horrell Capital Management
Arkansas
$5K

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.