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Chevron
CVX

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: 197 → 269 (+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: 3,277 → 3,328 (+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

Top Buyers

Rank Fund Capital Flow
1
Amundi
Amundi
France
+$626M
2
State Street
State Street
Massachusetts
+$529M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$470M
4
Goldman Sachs
Goldman Sachs
New York
+$398M
5
Morgan Stanley
Morgan Stanley
New York
+$363M

Top Sellers

Rank Fund Capital Flow
1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.08B
2
AS
Altshuler Shaham
Israel
-$377M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$272M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$238M
5
Marshall Wace
Marshall Wace
United Kingdom
-$204M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$1.7B +$48.6M +301,122 +3%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$1.54B -$272M -1,684,174 -16%
UBS Group
28
UBS Group
Switzerland
$1.38B +$162M +1,002,082 +14%
Fisher Asset Management
29
Fisher Asset Management
Washington
$1.35B +$148M +914,054 +13%
Goldman Sachs
30
Goldman Sachs
New York
$1.32B +$398M +2,466,200 +46%
Deutsche Bank
31
Deutsche Bank
Germany
$1.11B -$20.5M -126,781 -2%
UBS AM
32
UBS AM
Illinois
$1.05B +$42.8M +265,123 +4%
Swiss National Bank
33
Swiss National Bank
Switzerland
$984M -$107M -664,955 -10%
Fayez Sarofim & Co
34
Fayez Sarofim & Co
Texas
$930M +$65.7M +406,775 +8%
Lazard Asset Management
35
Lazard Asset Management
New York
$874M +$58.9M +364,969 +8%
AllianceBernstein
36
AllianceBernstein
Tennessee
$819M +$21.4M +132,341 +3%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$817M +$3.45M +21,362 +0.4%
First Trust Advisors
38
First Trust Advisors
Illinois
$804M +$170M +1,050,887 +28%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$778M +$199M +1,230,619 +36%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$772M -$7.48M -46,316 -1%
Bessemer Group
41
Bessemer Group
New Jersey
$738M -$29.9M -185,358 -4%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$705M +$149M +923,119 +28%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$701M -$2.54M -15,735 -0.4%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$692M +$17M +105,119 +3%
Barclays
45
Barclays
United Kingdom
$669M +$118M +732,118 +23%
Wellington Management Group
46
Wellington Management Group
Massachusetts
$612M +$68.5M +423,863 +13%
Principal Financial Group
47
Principal Financial Group
Iowa
$598M -$5.37M -33,253 -0.9%
RJA
48
Raymond James & Associates
Florida
$595M +$37.9M +234,569 +7%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$573M +$92.8M +574,815 +20%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$571M +$19.2M +118,750 +4%
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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.