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Chevron
CVX

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: 197 → 269 (+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: 3,277 → 3,328 (+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

Top Buyers

Rank Fund Capital Flow
1
Amundi
Amundi
France
+$626M
2
State Street
State Street
Massachusetts
+$529M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$470M
4
Goldman Sachs
Goldman Sachs
New York
+$398M
5
Morgan Stanley
Morgan Stanley
New York
+$363M

Top Sellers

Rank Fund Capital Flow
1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.08B
2
AS
Altshuler Shaham
Israel
-$377M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$272M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$238M
5
Marshall Wace
Marshall Wace
United Kingdom
-$204M
Name Holding Trade Value Shares
Change 		Change in
Stake
PSC
3351
Portman Square Capital
United Kingdom
– -$3.93M -24,359 Closed
NWM
3352
NEIRG Wealth Management
Massachusetts
– -$3.82M -24,306 Closed
XI
3353
XXEC Inc
Oklahoma
– -$3.52M -22,380 Closed
UFG
3354
United Fire Group
Iowa
– -$3.15M -20,000 Closed
CWM
3355
Cordatus Wealth Management
Pennsylvania
– -$3.05M -19,373 Closed
AFM
3356
Anson Funds Management
Texas
– -$2.92M -18,552 Closed
DA
3357
Duality Advisers
Florida
– -$2.77M -17,607 Closed
CC
3358
Cipher Capital
New York
– -$2.66M -16,887 Closed
LP
3359
LMR Partners
United Kingdom
– -$2.62M -16,672 Closed
CIAS
3360
CFS Investment Advisory Services
New Jersey
– -$2.55M -16,221 Closed
SI
3361
Saxon Interests
Texas
– -$2.49M -15,807 Closed
MCM
3362
Mitchell Capital Management
Kansas
– -$2.47M -15,673 Closed
SGDR
3363
SPX Gestao de Recursos
Brazil
– -$2.44M -15,500 Closed
PC
3364
Pecaut & Co
Iowa
– -$2.37M -15,076 Closed
AF
3365
Ally Financial
Michigan
– -$2.36M -15,000 Closed
CAS
3366
CTC Alternative Strategies
Illinois
– -$2.24M -14,250 Closed
MFP
3367
Meridian Financial Partners
Virginia
– -$1.91M -12,241 Closed
FF
3368
Fluent Financial
Texas
– -$1.84M -11,683 Closed
ECA
3369
Elevated Capital Advisors
Utah
– -$1.75M -11,121 Closed
FWM
3370
Fairhaven Wealth Management
Illinois
– -$1.71M -10,899 Closed
TA
3371
Townsend & Associates
Colorado
– -$1.55M -9,554 Closed
3IP
3372
3Chopt Investment Partners
Virginia
– -$1.41M -8,959 Closed
KPF
3373
K2 Principal Fund
Ontario, Canada
– -$1.33M -8,482 Closed
QCM
3374
Qsemble Capital Management
New York
– -$1.26M -8,000 Closed
AP
3375
Arlington Partners
Alabama
– -$1.21M -7,698 Closed
133 134
135
136 137

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.