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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
TD Asset Management
51
TD Asset Management
Ontario, Canada
$545M +$22.3M +137,754 +4%
Arrowstreet Capital
52
Arrowstreet Capital
Massachusetts
$499M +$470M +2,907,966 +5,902%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$485M -$17.3M -107,042 -4%
BG
54
Bahl & Gaynor
Ohio
$478M -$194K -1,198 -0%
Diamond Hill Capital Management
55
Diamond Hill Capital Management
Ohio
$476M +$32.5M +201,268 +8%
Janus Henderson Group
56
Janus Henderson Group
United Kingdom
$476M +$87M +538,650 +24%
CS
57
Credit Suisse
Switzerland
$476M +$38.5M +238,336 +9%
National Pension Service
58
National Pension Service
South Korea
$473M +$13.5M +83,649 +3%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$463M -$18.2M -112,469 -4%
CWP
60
Capital Wealth Planning
Florida
$458M +$16.8M +104,237 +4%
Stifel Financial
61
Stifel Financial
Missouri
$446M +$11M +67,929 +3%
Ensign Peak Advisors
62
Ensign Peak Advisors
Utah
$440M +$56.2M +348,161 +15%
Truist Financial
63
Truist Financial
North Carolina
$415M +$17.2M +106,696 +5%
Corient Private Wealth
64
Corient Private Wealth
Florida
$401M +$2.25M +13,907 +0.6%
QP
65
Quilter Plc
United Kingdom
$397M -$1.14M -7,087 -2%
Prudential Financial
66
Prudential Financial
New Jersey
$395M +$46.5M +287,867 +14%
LPL Financial
67
LPL Financial
California
$391M +$42.5M +262,933 +13%
VOYA Investment Management
68
VOYA Investment Management
Georgia
$388M +$170M +1,055,353 +85%
LCOV
69
London Company of Virginia
Virginia
$377M -$11.8M -73,287 -3%
Pacer Advisors
70
Pacer Advisors
Pennsylvania
$376M +$45.9M +284,315 +15%
Citigroup
71
Citigroup
New York
$375M +$12.3M +76,149 +4%
US Bancorp
72
US Bancorp
Minnesota
$350M +$1.13M +7,023 +0.3%
JMPWA
73
JP Morgan Private Wealth Advisors
California
$349M +$334M +2,068,493 New
ClearBridge Investments
74
ClearBridge Investments
New York
$346M +$1.01M +6,223 +0.3%
Mitsubishi UFJ Asset Management
75
Mitsubishi UFJ Asset Management
Japan
$324M +$21.6M +133,700 +7%

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.