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Chevron
CVX

3,466 hedge funds and large institutions have $205B invested in Chevron in 2023 Q4 according to their latest regulatory filings, with 382 funds opening new positions, 1,474 increasing their positions, 1,302 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 382 | Existing positions closed: 194

13% more repeat investments, than reductions

Existing positions increased: 1,474 | Existing positions reduced: 1,302

4% more funds holding

Funds holding: 3,328 → 3,466 (+138)

3.93% more ownership

Funds ownership: 69.23% → 73.17% (+3.9%)

8% less call options, than puts

Call options by funds: $4.16B | Put options by funds: $4.51B

8% less capital invested

Capital invested by funds: $223B → $205B (-$17.6B)

42% less funds holding in top 10

Funds holding in top 10: 269 → 156 (-113)

Holders
3,466
Holders Change
+138
Holders Change %
+4.15%
% of All Funds
50.52%
Holding in Top 10
156
Holding in Top 10 Change
-113
Holding in Top 10 Change %
-42.01%
% of All Funds
2.27%
New
382
Increased
1,474
Reduced
1,302
Closed
194
Calls
$4.16B
Puts
$4.51B
Net Calls
-$358M
Net Calls Change
-$879M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.24B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$2.4B
3
Capital World Investors
Capital World Investors
California
+$711M
4
BlackRock
BlackRock
New York
+$706M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$695M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$704M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$500M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$499M
4
Amundi
Amundi
France
-$427M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$368M
Name Holding Trade Value Shares
Change 		Change in
Stake
WG
3501
Winton Group
United Kingdom
– -$2.55M -15,130 Closed
CCIA
3502
Campbell & Co Investment Adviser
Maryland
– -$2.48M -14,699 Closed
CM
3503
Castleark Management
Illinois
– -$2.37M -14,062 Closed
T
3504
TCWP
Ohio
– -$2.26M -13,389 Closed
HHAM
3505
HITE Hedge Asset Management
Massachusetts
– -$2.21M -13,114 Closed
RG
3506
Richelieu Gestion
France
– -$2.14M -12,682 Closed
STC
3507
Sarah T. Connolly
– -$2.03M -12,048 Closed
KI
3508
Keystone Investors
Singapore
– -$1.97M -11,700 Closed
AFA
3509
Abacus FCF Advisors
Florida
– -$1.92M -11,385 Closed
SEC
3510
Seven Eight Capital
New York
– -$1.83M -10,830 Closed
EW
3511
Evoke Wealth
California
– -$1.55M -9,196 Closed
MCM
3512
McKinley Capital Management
Alaska
– -$1.55M -9,183 Closed
AC
3513
AXQ Capital
New Jersey
– -$1.52M -9,000 Closed
PCMU
3514
Paragon Capital Management (Utah)
Utah
– -$1.52M -8,994 Closed
WWM
3515
WT Wealth Management
Arizona
– -$1.46M -8,673 Closed
YIH
3516
Y-Intercept (HK)
Hong Kong
– -$1.43M -8,482 Closed
MC
3517
Machina Capital
France
– -$1.38M -8,204 Closed
CM
3518
Capula Management
Cayman Islands
– -$1.37M -8,150 Closed
OCM
3519
Orser Capital Management
Texas
– -$1.35M -8,023 Closed
MCAI
3520
Members Capital Advisors Inc
Wisconsin
– -$1.34M -7,924 Closed
EFI
3521
EHP Funds Inc
Canada
– -$1.32M -7,800 Closed
SCP
3522
Syntal Capital Partners
Texas
– -$1.25M -7,405 Closed
VF
3523
Vista Finance
Missouri
– -$1.23M -7,274 Closed
BS
3524
Bessemer Securities
New York
– -$1.13M -6,685 Closed
CWM
3525
CCG Wealth Management
California
– -$1.08M -6,394 Closed
139 140
141
142 143

CVX Hedge Fund Activity: Q4 2023 in Review

3,466 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q4 2023, worth a combined $205B — down 7.9% from $223B a quarter earlier.

Buyers outnumbered sellers: 382 funds opened new CVX positions and 194 closed out — a net gain of 188 holders — while 1,474 added to existing stakes and 1,302 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.24B. The largest seller was Capital International Investors, cutting an estimated $704M.

  • 3,466 institutional investors held Chevron (CVX) as of Q4 2023, up from 3,328 in Q3 2023.
  • Funds reported $205B of Chevron stock for Q4 2023, down 7.9% quarter-over-quarter.
  • 382 funds opened new Chevron positions in Q4 2023 and 194 closed out, a net change of +188 holders.
  • The largest Chevron buyer in Q4 2023 was Morgan Stanley, an estimated $5.24B added.
  • The largest Chevron seller in Q4 2023 was Capital International Investors, an estimated $704M sold.

Based on aggregated 13F filings for Q4 2023.