We are live on ! Find out more
CVX icon

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
CNBTD
751
Citizens National Bank Trust Department
Mississippi
$8.54M +$11.5K +71 +0.1%
FMC
752
First Merchants Corp
Indiana
$8.5M -$242K -1,496 -3%
GC
753
Grimes & Company
Massachusetts
$8.5M +$301K +1,864 +4%
ECU
754
Eisler Capital (UK)
United Kingdom
$8.47M +$3.6M +22,290 +80%
CANC
755
Culbertson A N & Co
Virginia
$8.43M +$154K +951 +2%
OCM
756
One Capital Management
California
$8.4M +$418K +2,590 +5%
ST
757
Spinnaker Trust
Maine
$8.39M +$158K +978 +2%
MA
758
Montag & Associates
Georgia
$8.38M -$509K -3,152 -6%
1SB
759
1ST Source Bank
Indiana
$8.34M -$58.5K -362 -0.7%
AIM
760
Artemis Investment Management
United Kingdom
$8.33M +$7.98M +49,418 New
SFA
761
Sequoia Financial Advisors
Ohio
$8.32M -$297K -1,838 -4%
FAIM
762
Financial Advocates Investment Management
Washington
$8.29M +$115K +713 +1%
AIMCA
763
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.28M
FMWA
764
Forvis Mazars Wealth Advisors
Missouri
$8.27M -$1.27M -7,873 -14%
TG
765
TCW Group
California
$8.27M -$6.46K -40 -0.1%
USAA
766
United Services Automobile Association
Texas
$8.24M +$964K +5,968 +14%
ISB
767
Iowa State Bank
Iowa
$8.24M -$813K -5,031 -9%
AWM
768
Apollon Wealth Management
South Carolina
$8.16M -$694K -4,297 -8%
NC
769
Nicholas Company
Wisconsin
$8.12M -$32.3K -200 -0.4%
RB
770
Rodgers Brothers
Pennsylvania
$8.11M +$816K +5,053 +12%
SC
771
Stolper & Co
Oklahoma
$8.1M +$64.1K +397 +0.8%
IIM
772
Ipswich Investment Management
Massachusetts
$8.08M +$16.2K +100 +0.2%
SCP
773
Shorepoint Capital Partners
Massachusetts
$8.08M +$49.4K +306 +0.6%
DT
774
Diversified Trust
Tennessee
$8.05M -$588K -3,641 -7%
BPCE
775
Bank Pictet & Cie (Europe)
Germany
$8.05M +$865K +5,355 +13%

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.