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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
BWL
626
Bogart Wealth LLC
Virginia
$11.7M -$83.3K -516 -0.7%
AUB
627
Atlantic Union Bankshares
Virginia
$11.6M -$387K -2,396 -3%
PAI
628
Pittenger & Anderson Inc
Nebraska
$11.6M -$232K -1,438 -2%
FFBTD
629
First Financial Bank - Trust Division
Ohio
$11.6M -$1.69M -10,465 -13%
ANBT
630
American National Bank & Trust
Texas
$11.6M -$109K -674 -1%
BFS
631
Bard Financial Services
Connecticut
$11.6M +$311K +1,925 +3%
GCAC
632
Guardian Capital Advisors (Canada)
Ontario, Canada
$11.6M -$196K -1,213 -2%
1IA
633
1834 Investment Advisors
Wisconsin
$11.5M +$326K +2,018 +3%
BFEC
634
Benjamin F. Edwards & Company
Missouri
$11.5M -$675K -4,177 -6%
VCM
635
Violich Capital Management
California
$11.4M -$304K -1,881 -3%
HC
636
Hendley & Co
Ohio
$11.4M +$95.3K +590 +0.9%
AIA
637
Allied Investment Advisors
Montana
$11.4M +$46.2K +286 +0.4%
CIA
638
CCM Investment Advisers
South Carolina
$11.4M -$95.3K -590 -0.9%
SWP
639
Stratos Wealth Partners
Ohio
$11.3M +$521K +3,224 +5%
MAP
640
Managed Asset Portfolios
Michigan
$11.3M +$313K +1,939 +3%
CT
641
Caldwell Trust
Florida
$11.3M +$150K +931 +1%
MDCM
642
Morgan Dempsey Capital Management
Wisconsin
$11.3M -$177K -1,097 -2%
FNT
643
First Nebraska Trust
Nebraska
$11.3M +$1.37M +8,475 +15%
MBTD
644
Mechanics Bank - Trust Department
California
$11.2M -$43.9K -272 -0.4%
AWAG
645
ARS Wealth Advisors Group
Florida
$11.2M +$176K +1,087 +2%
PP
646
Prudential plc
United Kingdom
$11.2M -$1.09M -6,748 -9%
API
647
Advisor Partners II
California
$11.1M +$978K +6,055 +10%
M
648
MOTCO
Texas
$11M -$773K -4,788 -7%
MIM
649
Montgomery Investment Management
Maryland
$11M -$45.2K -280 -0.4%
FA
650
Fagan Associates
New York
$11M +$791K +4,899 +8%

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.