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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
MYAM
451
Meiji Yasuda Asset Management
Japan
$19.7M +$1.35M +8,366 +8%
FVCM
452
F&V Capital Management
Florida
$19.7M -$227K -1,405 -1%
NIM
453
Northeast Investment Management
Massachusetts
$19.7M +$175K +1,081 +0.9%
CT
454
Cambridge Trust
Massachusetts
$19.5M +$520K +3,219 +3%
AssetMark Inc
455
AssetMark Inc
California
$19.5M +$6.2M +38,373 +50%
GD
456
Grandfield & Dodd
New York
$19.3M +$272K +1,685 +1%
BS
457
Banco Santander
Spain
$19.2M +$3.25M +20,121 +21%
AAM
458
AR Asset Management
California
$19.1M -$80.8K -500 -0.4%
WS
459
Wedbush Securities
California
$19.1M +$1.05M +6,512 +6%
BBVA
460
Banco Bilbao Vizcaya Argentaria
Spain
$18.9M -$2.11M -13,036 -10%
DP
461
DDD Partners
Washington
$18.8M -$362K -2,243 -2%
CCB
462
Country Club Bank
Missouri
$18.7M -$302K -1,871 -2%
KCM
463
Kanawha Capital Management
Virginia
$18.7M +$120K +746 +0.7%
DWM
464
Dakota Wealth Management
Florida
$18.7M -$774K -4,791 -4%
HFS
465
Hantz Financial Services
Michigan
$18.7M +$76.6K +474 +0.4%
ELI
466
Empire Life Investments
Ontario, Canada
$18.6M -$71.6K -443 -0.4%
LSERS
467
Louisiana State Employees Retirement System
Louisiana
$18.5M +$339K +2,100 +2%
Connor, Clark & Lunn Investment Management (CC&L)
468
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$18.5M -$36.6M -226,618 -67%
BWM
469
Buckley Wealth Management
Nevada
$18.4M -$600K -3,713 -3%
FLII
470
First Long Island Investors
New York
$18.3M +$4.4M +27,220 +34%
RIA
471
RPG Investment Advisory
California
$18.2M +$2.42K +15 +0%
CTI
472
Community Trust & Investment
Kentucky
$18.2M +$84.6K +524 +0.5%
BG
473
Bollard Group
Massachusetts
$18M +$129K +801 +0.8%
IWC
474
Integrated Wealth Concepts
Massachusetts
$17.9M +$326K +2,019 +2%
C
475
Certuity
Florida
$17.9M +$194K +1,201 +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.