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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
FNBOO
401
First National Bank of Omaha
Nebraska
$23.7M -$1.4M -8,679 -6%
CWM
402
Congress Wealth Management
Massachusetts
$23.7M +$1.2M +7,425 +6%
BSA
403
Braun Stacey Associates
New York
$23.6M -$207K -1,280 -0.9%
1832 Asset Management
404
1832 Asset Management
Ontario, Canada
$23.6M +$1.56M +9,647 +7%
PHAM
405
Pacific Heights Asset Management
California
$23.6M
BTW
406
Boston Trust Walden
Massachusetts
$23.6M +$922K +5,710 +4%
GAM
407
Guinness Asset Management
United Kingdom
$23.5M +$10.2K +63 +0%
VRS
408
Virginia Retirement Systems
Virginia
$23.4M +$162 +1 +0%
BCI
409
Brinker Capital Investments
Pennsylvania
$23.3M -$2.56M -15,861 -10%
OPS
410
Orion Portfolio Solutions
Nebraska
$23.3M -$2.56M -15,861 -10%
OPERF
411
Oregon Public Employees Retirement Fund
Oregon
$23.2M +$269K +1,666 +1%
CDH
412
Charles D. Hyman
$23M -$5.98K -37 -0%
MSRPS
413
Maryland State Retirement & Pension System
Maryland
$23M +$659K +4,080 +3%
SIS
414
Strategic Investment Solutions
Illinois
$23M +$22.6M +140,038 +6,681%
OWP
415
Obermeyer Wealth Partners
Colorado
$22.8M +$50.7K +314 +0.2%
RIL
416
Rothschild Investment LLC
Illinois
$22.8M +$64.9K +402 +0.3%
JFG
417
Jefferies Financial Group
New York
$22.7M -$2.84M -17,560 -12%
VWM
418
Valley Wealth Managers
New Jersey
$22.6M -$724K -4,485 -3%
ESB
419
Essex Savings Bank
Connecticut
$22.6M +$51.7K +320 +0.2%
FFA
420
First Foundation Advisors
California
$22.5M -$1.9M -11,781 -8%
LI
421
LMCG Investments
Massachusetts
$22.4M +$2.17M +13,455 +11%
VV
422
Verity & Verity
South Carolina
$22.4M +$296K +1,835 +1%
AHB
423
Abner Herrman & Brock
New Jersey
$22.3M -$2.98M -18,440 -12%
VPIM
424
Vanguard Personalized Indexing Management
California
$22.2M +$2.42M +14,954 +13%
HTHT
425
Hemenway Trust Hemenway Trust
New Hampshire
$21.8M +$553K +3,422 +3%

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.