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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
AWCI
676
Alpine Woods Capital Investors
New York
$10.4M -$228K -1,409 -2%
SCP
677
Stamos Capital Partners
California
$10.4M -$737K -4,560 -7%
TCOT
678
Trust Company of Toledo
Ohio
$10.4M +$458K +2,837 +5%
SHGA
679
Sand Hill Global Advisors
California
$10.4M +$22.8K +141 +0.2%
GAM
680
Gotham Asset Management
New York
$10.4M -$5.1M -31,584 -34%
CIM
681
Cambria Investment Management
California
$10.4M +$2.2M +13,592 +28%
PCA
682
Peddock Capital Advisors
Massachusetts
$10.3M +$31K +192 +0.3%
PP
683
Patten & Patten
Tennessee
$10.3M -$632K -3,910 -6%
SCM
684
Shelton Capital Management
Colorado
$10.2M +$1.23M +7,638 +14%
ATPW
685
Ashton Thomas Private Wealth
Arizona
$10.2M +$658K +4,076 +7%
NMIFOAC
686
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$10.1M
AHC
687
Adell Harriman & Carpenter
Texas
$10.1M +$472K +2,921 +5%
LG
688
LaFleur & Godfrey
Michigan
$10.1M +$166K +1,030 +2%
SAM
689
Shell Asset Management
Netherlands
$10M -$3.45M -21,339 -26%
IIM
690
Intact Investment Management
Quebec, Canada
$10M
MFG
691
Merit Financial Group
Georgia
$9.97M +$75.9K +470 +0.8%
EWP
692
Engrave Wealth Partners
Texas
$9.95M +$252K +1,559 +3%
PIA
693
Petredis Investment Advisors
Pennsylvania
$9.95M +$48.3K +299 +0.5%
AIP
694
Ameritas Investment Partners
Nebraska
$9.92M +$55.6K +344 +0.6%
CNBT
695
Canandaigua National Bank & Trust
New York
$9.92M +$192K +1,186 +2%
SDIC
696
South Dakota Investment Council
South Dakota
$9.86M +$3.73M +23,112 +65%
RMC
697
Resources Management Corp
Connecticut
$9.81M -$33.4K -207 -0.4%
WIM
698
Waverton Investment Management
United Kingdom
$9.79M -$29.3M -181,267 -76%
LWP
699
LMG Wealth Partners
Louisiana
$9.77M +$252K +1,562 +3%
GVAG
700
Great Valley Advisor Group
Delaware
$9.76M +$394K +2,440 +4%

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.