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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
PWP
376
Private Wealth Partners
California
$26.9M +$183K +1,131 +0.7%
DZ Bank
377
DZ Bank
Germany
$26.5M +$2.45M +15,155 +11%
FNT
378
First National Trust
Pennsylvania
$26.4M -$415K -2,568 -2%
ACA
379
Anchor Capital Advisors
Massachusetts
$26.3M +$2.11M +13,092 +9%
FBA
380
Front Barnett Associates
Illinois
$26M -$618K -3,827 -2%
IAA
381
Independent Advisor Alliance
North Carolina
$25.8M +$596K +3,687 +2%
HIMC
382
Heritage Investors Management Corp
Maryland
$25.7M -$253K -1,566 -1%
PA
383
Pinnacle Associates
New York
$25.6M +$714K +4,422 +3%
TI
384
Tidal Investments
Wisconsin
$25.6M +$747K +4,623 +3%
EMPI
385
Elo Mutual Pension Insurance
Finland
$25.6M +$603K +3,732 +3%
Envestnet Portfolio Solutions
386
Envestnet Portfolio Solutions
Illinois
$25.6M +$24.5M +151,684 New
WJWM
387
Williams Jones Wealth Management
New York
$25.3M -$91.7K -568 -0.4%
LCM
388
Laurion Capital Management
New York
$25.3M +$9.82M +60,801 +68%
CC
389
Cannell & Co
New York
$25.3M -$45.7K -283 -0.2%
Wealthfront Advisers
390
Wealthfront Advisers
California
$25.1M +$713K +4,416 +3%
MAM
391
Meeder Asset Management
Ohio
$25M +$3.33M +20,587 +16%
EB
392
Eastern Bank
Massachusetts
$24.9M +$546K +3,379 +2%
PR
393
Payden & Rygel
California
$24.4M -$388K -2,400 -2%
PRIG
394
Payden & Rygel Investment Group
California
$24.4M +$23.3M +144,510 New
PFO
395
Pathstone Family Office
New Jersey
$24.3M +$11.3M +70,219 +96%
ICG
396
InterOcean Capital Group
Tennessee
$24.2M +$6.6M +40,858 +40%
CSS
397
Cubist Systematic Strategies
Connecticut
$24.1M -$22.5M -139,380 -49%
ASN
398
Advisory Services Network
Georgia
$24.1M +$2.42M +14,963 +12%
KRS
399
Kentucky Retirement Systems
Kentucky
$24.1M +$458K +2,836 +2%
TA
400
TruWealth Advisors
Louisiana
$24.1M -$115K -710 -0.5%

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.