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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
FIA
551
Foundations Investment Advisors
Arizona
$14.3M +$2.18M +13,521 +19%
CA
552
Cornerstone Advisors
North Carolina
$14.3M +$1.95M +12,100 +17%
GBWM
553
Granite Bay Wealth Management
New Hampshire
$14.3M +$14.2M +88,123 New
TCOV
554
Trust Company of Vermont
Vermont
$14.3M +$1.16M +7,170 +9%
CAC
555
Core Alternative Capital
Georgia
$14.3M -$759K -4,700 -5%
TW
556
Transform Wealth
Colorado
$14.2M -$3.89M -24,056 -22%
AWM
557
Axxcess Wealth Management
California
$14.2M +$4.27M +26,413 +46%
EDRH
558
Edmond de Rothschild Holding
Switzerland
$14.1M +$2.08M +12,863 +18%
FBB
559
Fulton Breakefield Broenniman
Maryland
$14.1M +$478K +2,960 +4%
CA
560
CSM Advisors
Pennsylvania
$14.1M -$252K -1,560 -2%
FAB
561
First American Bank
Illinois
$14.1M +$969 +6 +0%
MCM
562
Mengis Capital Management
Oregon
$14M +$6.78K +42 +0.1%
DWP
563
Daymark Wealth Partners
Ohio
$14M +$19.4M +120,185 +200%
SC
564
Savant Capital
Illinois
$14M +$473K +2,927 +4%
KC
565
Kadensa Capital
Hong Kong
$14M +$13.4M +82,765 New
IC
566
IEQ Capital
California
$13.9M +$652K +4,035 +5%
GAI
567
General American Investors
New York
$13.8M
CII
568
Capital International Inc
California
$13.8M -$625K -3,871 -5%
IGAM
569
iA Global Asset Management
Quebec, Canada
$13.8M -$1.19M -7,380 -8%
CA
570
Clearstead Advisors
Ohio
$13.7M +$7.4M +45,838 +129%
NIP
571
Nicholas Investment Partners
California
$13.7M
SC
572
SouthState Corp
Florida
$13.7M +$98K +607 +0.8%
JFL
573
Jarislowsky, Fraser Ltd
Quebec, Canada
$13.7M -$619K -3,832 -5%
TCM
574
Telos Capital Management
California
$13.7M +$587K +3,634 +5%
CAM
575
Carret Asset Management
New York
$13.6M +$10.5K +65 +0.1%

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.