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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
GFS
576
GYL Financial Synergies
Connecticut
$13.5M -$571K -3,537 -4%
SCA
577
Stonebridge Capital Advisors
Minnesota
$13.5M +$313K +1,939 +2%
EGA
578
Eagle Global Advisors
Texas
$13.5M +$14.2K +88 +0.1%
TBA
579
Tower Bridge Advisors
Pennsylvania
$13.5M -$132K -815 -1%
AWM
580
Absher Wealth Management
North Carolina
$13.4M +$763K +4,726 +6%
LNC
581
Lincoln National Corp
Pennsylvania
$13.4M +$782K +4,841 +6%
ACIM
582
Azimuth Capital Investment Management
Michigan
$13.4M -$167K -1,031 -1%
PMEF
583
Point72 Middle East FZE
United Arab Emirates
$13.3M -$3.53M -21,861 -22%
CAG
584
Crestwood Advisors Group
Massachusetts
$13.3M +$1.11M +6,901 +10%
FLPIM
585
F.L. Putnam Investment Management
Massachusetts
$13.2M +$1.99M +12,323 +19%
OAM
586
Oak Asset Management
California
$13.1M +$465K +2,880 +4%
AF
587
Allworth Financial
California
$13.1M +$186K +1,153 +2%
JWBC
588
J.W. Burns & Co
New York
$13.1M -$411K -2,545 -3%
MA
589
Mutual Advisors
Nebraska
$13.1M +$34.6K +214 +0.3%
SFS
590
Sowell Financial Services
Arkansas
$13.1M +$125K +771 +1%
PIMJS
591
PKO Investment Management Joint-Stock
Poland
$13M -$2.06M -12,750 -14%
SAA
592
Southeast Asset Advisors
Georgia
$13M +$373K +2,311 +3%
BMSSC
593
B. Metzler seel. Sohn & Co
Germany
$12.9M +$1.03M +6,376 +9%
TRCT
594
Tower Research Capital (TRC)
New York
$12.9M +$7.22M +44,719 +140%
ERIC
595
Eagle Rock Investment Company
Georgia
$12.9M -$163K -1,011 -1%
LCM
596
LVM Capital Management
Michigan
$12.9M +$1.52M +9,395 +14%
ISL
597
Ingalls & Snyder LLC
New York
$12.8M +$168K +1,041 +1%
NFC
598
Northeast Financial Consultants
Connecticut
$12.8M -$56.5K -350 -0.5%
IIM
599
INTECH Investment Management
Florida
$12.8M -$1.15M -7,105 -9%
GW
600
GW & Wade
Massachusetts
$12.8M +$194K +1,203 +2%

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.