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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
JCM
426
Janney Capital Management
Pennsylvania
$21.8M +$133K +822 +0.6%
HWM
427
HB Wealth Management
Georgia
$21.8M +$800K +4,955 +4%
LBC
428
Lowe Brockenbrough & Co
Virginia
$21.7M -$406K -2,514 -2%
CM
429
Churchill Management
California
$21.6M -$387K -2,394 -2%
MIS
430
Morningstar Investment Services
Illinois
$21.6M +$194K +1,198 +1%
KPWS
431
Kestra Private Wealth Services
Texas
$21.5M +$3.59M +22,225 +21%
BBA
432
BLB&B Advisors
Pennsylvania
$21.5M +$197K +1,218 +1%
FMII
433
Farmers & Merchants Investments Inc
Nebraska
$21.5M +$601K +3,721 +3%
SAM
434
Securian Asset Management
Minnesota
$21.5M -$3.06M -18,968 -13%
MGIM
435
M&G Investment Management
United Kingdom
$21.4M +$246K +1,522 +1%
Acadian Asset Management
436
Acadian Asset Management
Massachusetts
$21.2M -$4.34M -26,865 -18%
UBV
437
United Bank (Virginia)
Virginia
$21.1M -$100K -619 -0.5%
TA
438
Tiedemann Advisors
New York
$20.8M +$780K +4,827 +4%
MCM
439
MAI Capital Management
Ohio
$20.8M +$1.59M +9,857 +9%
HIMCH
440
Hartford Investment Management Co (HIMCO)
Connecticut
$20.6M -$204K -1,260 -1%
BRWA
441
B. Riley Wealth Advisors
Florida
$20.5M -$36M -222,637 -65%
CIC
442
Carnegie Investment Counsel
Ohio
$20.3M +$2.29M +14,182 +13%
Kayne Anderson Rudnick Investment Management
443
Kayne Anderson Rudnick Investment Management
California
$20.3M -$557K -3,450 -3%
SLAM
444
Swiss Life Asset Management
$20.2M +$3.57M +22,088 +23%
GGI
445
Godsey & Gibb Inc
Virginia
$20.2M -$13.9K -86 -0.1%
CIC
446
Canal Insurance Company
South Carolina
$20.1M
IWP
447
Icon Wealth Partners
Texas
$20M -$414K -2,561 -2%
PA
448
Parallel Advisors
California
$20M -$183K -1,133 -0.9%
CC
449
Cadinha & Co
Hawaii
$19.9M +$151K +932 +0.8%
H
450
HoyleCohen
California
$19.9M +$188K +1,167 +1%

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.