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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
701
Birmingham Capital Management
Alabama
$9.65M +$642K +3,975 +7%
CCG
702
Cypress Capital Group
Florida
$9.61M +$16.5K +102 +0.2%
CL
703
Choreo LLC
Illinois
$9.6M +$86.3K +534 +0.9%
HFS
704
Haverford Financial Services
Pennsylvania
$9.56M +$3M +18,557 +49%
FFA
705
Farther Finance Advisors
California
$9.55M +$205K +1,270 +2%
VAS
706
Valicenti Advisory Services
New York
$9.55M +$751K +4,652 +9%
SIG
707
Sky Investment Group
Connecticut
$9.52M +$75.1K +465 +0.8%
GIM
708
Grassi Investment Management
California
$9.51M
PNAA
709
Pictet North America Advisors
Switzerland
$9.5M +$2.7M +16,728 +42%
SCA
710
Snowden Capital Advisors
New York
$9.48M -$2.02M -12,514 -18%
WDC
711
Woodward Diversified Capital
California
$9.48M +$92.6K +573 +1%
NMIMC
712
Northwestern Mutual Investment Management Company
Wisconsin
$9.44M +$167K +1,034 +2%
KFC
713
Klingenstein Fields & Co
New York
$9.39M +$8.15M +50,473 +969%
CA
714
Commerzbank Aktiengesellschaft
Germany
$9.39M +$3.98M +24,656 +79%
VCA
715
Verdence Capital Advisors
Maryland
$9.38M +$985K +6,100 +12%
NCM
716
Novare Capital Management
North Carolina
$9.37M +$194K +1,202 +2%
GT
717
Greenleaf Trust
Michigan
$9.37M +$293K +1,812 +3%
APF
718
Alaska Permanent Fund
Alaska
$9.35M +$1.96M +12,125 +28%
SWM
719
Stockman Wealth Management
Montana
$9.34M +$24.1K +149 +0.3%
BAMF
720
BI Asset Management Fondsmaeglerselskab
Denmark
$9.29M -$1.15M -7,094 -11%
OCAM
721
Onex Canada Asset Management
Ontario, Canada
$9.26M -$1.29M -7,978 -13%
RIA
722
Regal Investment Advisors
Michigan
$9.24M +$990K +6,127 +13%
JAG
723
Journey Advisory Group
Kentucky
$9.22M +$684K +4,234 +8%
LTI
724
Laffer Tengler Investments
Tennessee
$9.18M +$2.6M +16,123 +42%
SAM
725
Strategy Asset Managers
California
$9.17M -$1.89M -11,676 -18%

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.