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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
WFMPM
326
Woodley Farra Manion Portfolio Management
Indiana
$34.6M +$614K +3,800 +2%
X
327
Xponance
Pennsylvania
$34.4M +$744K +4,607 +2%
ST
328
Sabal Trust
Florida
$34.4M -$329K -2,036 -1%
DDPIC
329
Deroy & Devereaux Private Investment Counsel
Michigan
$34.2M -$435K -2,693 -1%
AI
330
Atria Investments
North Carolina
$34.1M +$2.62M +16,204 +9%
Brown Advisory
331
Brown Advisory
Maryland
$33.8M +$83.2K +515 +0.3%
VF
332
Vest Financial
Virginia
$33.4M +$14.8M +91,663 +86%
ATC
333
Argent Trust Co
Tennessee
$33M +$1.29M +8,001 +4%
DRZID
334
DePrince Race & Zollo Inc (DRZ)
Florida
$32.9M -$4.06M -25,126 -11%
NAM
335
NorthCrest Asset Manangement
Minnesota
$32.9M +$31M +191,771 +5,640%
HCM
336
Howland Capital Management
Massachusetts
$32.4M +$2.22M +13,758 +8%
ACM
337
Argent Capital Management
Missouri
$32.3M -$3.13M -19,364 -9%
Dodge & Cox
338
Dodge & Cox
California
$32.2M -$89.5K -554 -0.3%
USCWA
339
U.S. Capital Wealth Advisors
Texas
$32.2M +$620K +3,840 +2%
UIM
340
USS Investment Management
United Kingdom
$32.1M
MAM
341
Madison Asset Management
Wisconsin
$32M -$6.35M -39,312 -17%
VanEck Associates
342
VanEck Associates
New York
$31.8M +$3.1M +19,165 +11%
FT
343
Fiduciary Trust
Massachusetts
$31.6M -$176K -1,090 -0.6%
RJT
344
Raymond James Trust
Florida
$31.6M +$2.15M +13,323 +8%
CF
345
Cantor Fitzgerald
New York
$31.5M -$1.64M -10,178 -5%
CTB
346
Country Trust Bank
Illinois
$31.4M -$1.29M -7,962 -4%
TAM
347
Todd Asset Management
Kentucky
$31.1M -$9.67M -59,858 -25%
SAAM
348
Solus Alternative Asset Management
New Jersey
$31M
GCM
349
Graham Capital Management
Connecticut
$30.9M +$10.2M +63,274 +53%
AIM
350
Avity Investment Management
Connecticut
$30.9M +$493K +3,053 +2%

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.