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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
BCM
651
Brookstone Capital Management
Illinois
$11M +$2.07M +12,835 +25%
NRS
652
Neville Rodie & Shaw
New York
$11M -$65.3K -404 -0.6%
SW
653
SVB Wealth
Massachusetts
$11M -$299K -1,853 -3%
MIC
654
Means Investment Company
Maine
$11M -$426K -2,636 -4%
HAI
655
Hennessy Advisors Inc
California
$10.9M +$437K +2,707 +4%
BIA
656
Biondo Investment Advisors
Pennsylvania
$10.9M +$300K +1,858 +3%
CC
657
Courier Capital
New York
$10.9M -$12K -74 -0.1%
DIA
658
Dean Investment Associates
Ohio
$10.9M -$64.1K -397 -0.6%
TMAM
659
Tokio Marine Asset Management
Japan
$10.9M +$382K +2,363 +4%
VWA
660
Visionary Wealth Advisors
Illinois
$10.8M +$86.4K +535 +0.8%
BCM
661
BTC Capital Management
Iowa
$10.8M -$168K -1,041 -2%
ECM
662
EagleClaw Capital Management
Massachusetts
$10.8M +$333K +2,063 +3%
KRSITF
663
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$10.8M +$204K +1,266 +2%
RIM
664
Redwood Investment Management
Arizona
$10.7M +$7.67M +47,476 +296%
WIM
665
WealthPlan Investment Management
Nebraska
$10.7M +$4.9M +30,317 +92%
LOPW
666
Live Oak Private Wealth
North Carolina
$10.6M +$2.75K +17 +0%
Credit Agricole
667
Credit Agricole
France
$10.6M +$3.1M +19,162 +44%
EF
668
Empirical Finance
Pennsylvania
$10.6M +$828K +5,128 +9%
FFP
669
FourThought Financial Partners
Florida
$10.6M -$13.4K -83 -0.1%
MIC
670
Meridian Investment Counsel
California
$10.6M -$19.1K -118 -0.2%
SWM
671
SeaCrest Wealth Management
New York
$10.6M +$213K +1,318 +2%
FCH
672
Freestone Capital Holdings
Washington
$10.6M +$2.25M +13,918 +28%
BBI
673
Baxter Bros Inc
Connecticut
$10.6M +$1.04M +6,443 +11%
SFO
674
Stokes Family Office
Louisiana
$10.5M +$99.2K +614 +1%
IUHSA
675
Itau Unibanco Holding S.A.
Brazil
$10.5M -$21.5M -132,987 -68%

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.