We are live on ! Find out more
CVX icon

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
LAM
3401
Lingohr Asset Management
Germany
-$507K -3,220 Closed
FRM
3402
Fox Run Management
Connecticut
-$502K -3,193 Closed
TA
3403
TFB Advisors
Kansas
-$463K -2,940 Closed
ESCM
3404
Echo Street Capital Management
New York
-$444K -2,822 Closed
TFCP
3405
Twin Focus Capital Partners
Massachusetts
-$441K -2,803 Closed
SM
3406
Sciencast Management
New Jersey
-$428K -2,750 Closed
BC
3407
Bridgefront Capital
Texas
-$433K -2,749 Closed
SSG
3408
Summit Securities Group
New York
-$404K -2,565 Closed
TC
3409
TAP Consulting
Missouri
-$380K -2,416 Closed
QT
3410
Quantamental Technologies
New York
-$365K -2,318 Closed
TIA
3411
Tandem Investment Advisors
South Carolina
-$364K -2,315 Closed
SLA
3412
Silver Lake Advisory
Utah
-$362K -2,301 Closed
SWG
3413
Summit Wealth Group
Vermont
-$352K -2,238 Closed
CIM
3414
Contravisory Investment Management
Massachusetts
-$345K -2,194 Closed
DU
3415
Delphia (USA)
Ontario, Canada
-$319K -2,028 Closed
BFM
3416
Boothbay Fund Management
New York
-$300K -1,909 Closed
SAS
3417
Stelac Advisory Services
New York
-$298K -1,893 Closed
BBA
3418
Braun-Bostich & Associates
Pennsylvania
-$286K -1,819 Closed
LRWA
3419
Long Run Wealth Advisors
New York
-$282K -1,795 Closed
CP
3420
Camelot Portfolios
Ohio
-$273K -1,737 Closed
RA
3421
Riverstone Advisors
Texas
-$272K -1,729 Closed
RCG
3422
Resource Consulting Group
Florida
-$265K -1,684 Closed
ICA
3423
Infrastructure Capital Advisors
New York
-$263K -1,672 Closed
PGA
3424
Portland Global Advisors
Maine
-$260K -1,654 Closed
BWM
3425
Brown Wealth Management
Illinois
-$258K -1,637 Closed

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.