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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
AOWM
601
Alpha Omega Wealth Management
Virginia
$12.8M -$65.1K -403 -0.5%
KFP
602
KMG Fiduciary Partners
Ohio
$12.8M +$283K +1,753 +2%
PAM
603
Private Asset Management
California
$12.7M -$1.7M -10,504 -12%
MGP
604
Metis Global Partners
California
$12.7M +$2.03M +12,596 +20%
Cohen & Steers
605
Cohen & Steers
New York
$12.6M +$8.01M +49,614 +196%
PWM
606
Perigon Wealth Management
California
$12.6M -$201K -1,242 -2%
CGH
607
Crossmark Global Holdings
Texas
$12.5M -$40.7K -252 -0.3%
TPCW
608
TD Private Client Wealth
New York
$12.4M +$516K +3,197 +5%
MLICM
609
Metropolitan Life Insurance Company (MetLife)
New York
$12.4M -$410K -2,536 -3%
UAS
610
United Asset Strategies
New York
$12.2M +$39.1K +242 +0.3%
BCM
611
Bridgeway Capital Management
Texas
$12.2M -$1.29M -8,006 -10%
AIP
612
ARS Investment Partners
New York
$12.1M +$112K +691 +1%
WIC
613
Willis Investment Counsel
Georgia
$12.1M +$48.5K +300 +0.4%
GAM
614
Griffin Asset Management
New York
$12.1M -$161K -996 -1%
JIR
615
James Investment Research
Ohio
$12M -$110K -683 -0.9%
CTA
616
Colonial Trust Advisors
South Carolina
$12M +$18.1K +112 +0.2%
OHIS
617
Oak Harvest Investment Services
Texas
$12M +$2.89M +17,874 +34%
BWP
618
Baldwin Wealth Partners
Massachusetts
$11.9M -$120K -744 -1%
TCM
619
Tufton Capital Management
Maryland
$11.9M -$27.3K -169 -0.2%
LIM
620
Leavell Investment Management
Alabama
$11.9M +$116K +717 +1%
LWCFA
621
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.8M -$59.8K -370 -0.5%
CIC
622
Cutler Investment Counsel
Oregon
$11.8M +$36.7K +227 +0.3%
B
623
Barings
North Carolina
$11.8M +$22.3K +138 +0.2%
DP
624
Dearborn Partners
Illinois
$11.7M +$85.8K +531 +0.8%
AAA
625
Adams Asset Advisors
Texas
$11.7M +$946K +5,857 +9%

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.