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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
EH
726
Equitable Holdings
New York
$9.15M +$892K +5,524 +11%
PTB
727
Pioneer Trust Bank
Oregon
$9.14M -$1.03M -6,405 -11%
DAS
728
Dynamic Advisor Solutions
Arizona
$9.14M +$536K +3,317 +7%
SS
729
Simplicity Solutions
Minnesota
$9.09M -$711K -4,401 -8%
CAM
730
Close Asset Management
United Kingdom
$9.04M +$2.51M +15,556 +41%
WP
731
WealthPLAN Partners
Nebraska
$9.03M +$4.04M +25,003 +88%
QCM
732
Quantinno Capital Management
New York
$9.02M +$909K +5,628 +12%
WAS
733
Wealth Advisory Solutions
Indiana
$8.97M -$210K -1,302 -2%
KBC
734
Key Bridge Compliance
$8.97M +$8.59M +53,177 New
RBA
735
Richard Bernstein Advisors
New York
$8.97M +$5.56M +34,398 +183%
SW
736
SlateStone Wealth
Florida
$8.96M +$4.49M +27,785 +109%
CIA
737
Covington Investment Advisors
Pennsylvania
$8.95M +$371K +2,300 +5%
FA
738
Fiduciary Alliance
South Carolina
$8.92M +$311K +1,923 +4%
FDCDDQ
739
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.91M -$742K -4,596 -8%
BCV
740
Banque Cantonale Vaudoise
Switzerland
$8.89M -$741K -4,590 -8%
CWM
741
C2C Wealth Management
Arizona
$8.85M +$1.13M +7,015 +15%
LA
742
Lynch & Associates
Indiana
$8.83M +$200K +1,237 +2%
AG
743
Advocate Group
Minnesota
$8.74M +$191K +1,185 +2%
ECG
744
Edge Capital Group
Georgia
$8.71M +$511K +3,161 +7%
LWM
745
Lyell Wealth Management
California
$8.68M +$435K +2,692 +6%
MWM
746
Meridian Wealth Management
Kentucky
$8.66M +$4.36M +26,974 +111%
SCM
747
SKBA Capital Management
California
$8.66M
BL
748
Balentine LLC
Georgia
$8.65M +$523K +3,241 +7%
BFG
749
Bleakley Financial Group
New Jersey
$8.64M -$469K -2,903 -5%
FNFDCM
750
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.56M -$28.3K -175 -0.3%

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.