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
DBT
776
Dubuque Bank & Trust
Iowa
$8.04M +$444K +2,748 +6%
CCM
777
Channing Capital Management
Illinois
$8.02M -$36.5K -226 -0.5%
PWW
778
Pettyjohn Wood & White
Virginia
$8.02M +$58.8K +364 +0.8%
BCM
779
Bayesian Capital Management
New York
$7.98M +$1.87M +11,566 +32%
SPC
780
Sigma Planning Corp
Michigan
$7.97M -$74.1K -459 -1%
BSW
781
Buckingham Strategic Wealth
Missouri
$7.97M +$909K +5,628 +14%
CSPIA
782
Cary Street Partners Investment Advisory
Virginia
$7.96M +$788K +4,881 +12%
BIC
783
Beach Investment Counsel
Pennsylvania
$7.95M +$2.16M +13,359 +40%
LMIM
784
Lockheed Martin Investment Management
Maryland
$7.95M -$1.37M -8,480 -14%
AMI
785
Amica Mutual Insurance
Rhode Island
$7.94M
BBHC
786
Brown Brothers Harriman & Co
New York
$7.92M +$321K +1,990 +4%
AAMA
787
Advanced Asset Management Advisors
Ohio
$7.9M
TFS
788
Thoroughbred Financial Services
Tennessee
$7.86M +$1.2M +7,431 +19%
RP
789
Rowlandmiller & Partners
Georgia
$7.84M +$39.7K +246 +0.5%
VIM
790
Vinva Investment Management
Australia
$7.83M +$251K +1,553 +4%
BIG
791
Boothe Investment Group
Delaware
$7.82M +$7.49M +46,364 New
NEAM
792
New England Asset Management
Connecticut
$7.81M -$500K -3,096 -6%
FIM
793
Fruth Investment Management
Texas
$7.8M -$25.8K -160 -0.3%
SCM
794
Schnieders Capital Management
California
$7.77M +$186K +1,150 +3%
LKIM
795
Lawson Kroeker Investment Management
Nebraska
$7.77M +$22.5K +139 +0.3%
MCM
796
Marathon Capital Management
Maryland
$7.74M +$45.4K +281 +0.6%
NW
797
NewEdge Wealth
Pennsylvania
$7.69M +$430K +2,664 +6%
SIMG
798
Sonora Investment Management Group
Arizona
$7.69M +$363K +2,249 +5%
CCM
799
Coldstream Capital Management
Washington
$7.67M +$229K +1,418 +3%
FNB
800
Farmers National Bank
Kentucky
$7.65M +$139K +858 +2%

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.