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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
KC
3426
Kepos Capital
New York
-$255K -1,618 Closed
CF
3427
Corrigan Financial
Rhode Island
-$254K -1,614 Closed
SHFP
3428
Second Half Financial Partners
Florida
-$250K -1,592 Closed
XT
3429
XTX Topco
Cayman Islands
-$250K -1,588 Closed
IVP
3430
Intrinsic Value Partners
Arizona
-$239K -1,516 Closed
VF
3431
Vawter Financial
Ohio
-$238K -1,510 Closed
GCM
3432
Genus Capital Management
British Columbia, Canada
-$237K -1,506 Closed
CPP
3433
Capasso Planning Partners
South Carolina
-$234K -1,485 Closed
TWM
3434
TMD Wealth Management
Arizona
-$223K -1,417 Closed
HWM
3435
Hemington Wealth Management
Virginia
-$221K -1,409 Closed
FAM
3436
Fenimore Asset Management
New York
-$213K -1,355 Closed
VWM
3437
Vigilare Wealth Management
Arizona
-$211K -1,338 Closed
MIG
3438
McGuire Investment Group
Rhode Island
-$208K -1,323 Closed
AG
3439
Algert Global
California
-$206K -1,307 Closed
PWA
3440
PCG Wealth Advisors
Kansas
-$204K -1,295 Closed
AWM
3441
Arista Wealth Management
Nevada
-$201K -1,278 Closed
PIAS
3442
PCA Investment Advisory Services
Ohio
-$174K -1,105 Closed
CCM
3443
CAAS Capital Management
New York
-$175K -1,083 Closed
RMA
3444
Roffman Miller Associates
Pennsylvania
-$81K -515 Closed
DI
3445
Disciplined Investments
Oklahoma
-$76.5K -486 Closed
2L
3446
25 LLC
Missouri
-$46.7K -296 Closed
RI
3447
Ridgewood Investments
New Jersey
-$45K -286 Closed
FCG
3448
Financial Connections Group
California
-$43K -275 Closed
BAM
3449
Bosun Asset Management
Illinois
-$25.3K -161 Closed
BSC
3450
Brown Shipley & Co
United Kingdom
-$14.3K -91 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.