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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
MC
501
Moors & Cabot
Massachusetts
$16.4M +$104K +643 +0.7%
VW
502
Vantage Wealth
California
$16.4M +$282K +1,745 +2%
SOAMC
503
Spirit of America Management Corp
New York
$16.3M -$380K -2,350 -2%
SC
504
Scotia Capital
Ontario, Canada
$16.3M -$1.24M -7,671 -7%
AF
505
Alerus Financial
North Dakota
$16.2M +$6.75M +41,806 +77%
WIC
506
Woodmont Investment Counsel
Tennessee
$16.2M -$48.6K -301 -0.3%
CTC (Chicago Trading Company)
507
CTC (Chicago Trading Company)
Illinois
$16.2M -$4.46M -27,594 -22%
TSW
508
Thompson Siegel & Walmsley
Virginia
$16.2M -$460K -2,846 -3%
CRC
509
Curi RMB Capital
Illinois
$16.1M +$723K +4,474 +5%
CRWM
510
Castle Rock Wealth Management
California
$16.1M +$11.5K +71 +0.1%
HW
511
Hancock Whitney
Mississippi
$16M -$40.5K -251 -0.3%
PAS
512
Park Avenue Securities
New York
$15.9M +$845K +5,233 +6%
WSTAM
513
Wilbanks Smith & Thomas Asset Management
Virginia
$15.9M +$733K +4,537 +5%
WSFS
514
Wilmington Savings Fund Society
Delaware
$15.8M -$118K -731 -0.8%
DCM
515
Dupont Capital Management
Delaware
$15.8M +$8.91M +55,148 +144%
MLL
516
Moody Lynn & Lieberson
Massachusetts
$15.7M +$2.59M +16,053 +21%
EWA
517
Exencial Wealth Advisors
Oklahoma
$15.7M -$515K -3,191 -3%
MFA
518
Mayflower Financial Advisors
Massachusetts
$15.7M +$89.5K +554 +0.6%
NMERB
519
New Mexico Educational Retirement Board
New Mexico
$15.6M +$1M +6,200 +7%
TF
520
Talbot Financial
Washington
$15.6M +$360K +2,230 +2%
MCM
521
Maple Capital Management
Vermont
$15.6M +$503K +3,117 +3%
SB
522
Simmons Bank
Arkansas
$15.6M -$781K -4,837 -5%
BFIM
523
Beese Fulmer Investment Management
Ohio
$15.6M +$38.6K +239 +0.3%
NB
524
NBT Bank
New York
$15.5M +$4.05M +25,046 +37%
SWM
525
Segment Wealth Management
Texas
$15.5M +$10.1M +62,594 +213%

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.