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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
FHB
801
First Hawaiian Bank
Hawaii
$7.62M -$81.9K -507 -1%
MJP
802
Michael J. Puzo
$7.6M +$227K +1,406 +3%
LPT
803
Legacy Private Trust
Wisconsin
$7.6M -$666K -4,124 -8%
SBIA
804
Sheaff Brock Investment Advisors
Indiana
$7.59M +$1.74M +10,757 +31%
FAM
805
Fred Alger Management
New York
$7.58M -$13.7K -85 -0.2%
VI
806
Vestcor Inc
New Brunswick, Canada
$7.51M -$725K -4,487 -9%
BIAS
807
Beacon Investment Advisory Services
New Jersey
$7.51M +$674K +4,173 +10%
PMG
808
ProVise Management Group
Florida
$7.5M +$75.8K +469 +1%
MNBTD
809
Moody National Bank Trust Division
Texas
$7.46M +$701K +4,341 +11%
APSI
810
Asset Planning Services Inc
Louisiana
$7.43M +$16.2K +100 +0.2%
ACA
811
Aptus Capital Advisors
Alabama
$7.42M +$4.15M +25,664 +140%
EWA
812
EverSource Wealth Advisors
Alabama
$7.41M +$168K +1,038 +2%
CCC
813
Chelsea Counsel Company
California
$7.4M -$11.3K -70 -0.2%
CB
814
Cadence Bank
Mississippi
$7.39M -$4.36K -27 -0.1%
HC
815
Hourglass Capital
Texas
$7.37M +$111K +690 +2%
SAMC
816
Spectrum Asset Management (California)
California
$7.37M -$68.2K -422 -1%
HA
817
Hamel Associates
New Jersey
$7.37M -$14.5K -90 -0.2%
BFM
818
Boston Financial Management
Massachusetts
$7.35M +$7.11K +44 +0.1%
EFS
819
Essex Financial Services
Connecticut
$7.34M -$129K -801 -2%
AM
820
AGF Management
Ontario, Canada
$7.33M -$1.04M -6,434 -13%
WC
821
Woodstock Corp
Massachusetts
$7.32M +$817K +5,059 +13%
First Manhattan
822
First Manhattan
New York
$7.31M +$105K +651 +2%
CWM
823
Calamos Wealth Management
Illinois
$7.3M -$4.1M -25,355 -37%
RT
824
Rockland Trust
Massachusetts
$7.29M -$16.8K -104 -0.2%
GLLW
825
Graves Light Lenhart Wealth
Virginia
$7.26M -$179K -1,108 -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.