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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
BOH
826
Bank of Hawaii
Hawaii
$7.25M -$46.5K -288 -0.7%
CK
827
Cohen Klingenstein
New York
$7.25M
GRP
828
Global Retirement Partners
California
$7.23M +$62.7K +388 +0.9%
XF
829
XML Financial
Maryland
$7.22M +$423K +2,616 +7%
VFA
830
Valeo Financial Advisors
Indiana
$7.2M -$2.65M -16,430 -28%
PIM
831
Penobscot Investment Management
Massachusetts
$7.17M +$1.58M +9,809 +30%
HWAM
832
Hennion & Walsh Asset Management
New Jersey
$7.16M -$1.77M -10,947 -20%
IWA
833
IBEX Wealth Advisors
New Jersey
$7.15M +$6.85M +42,389 New
KA
834
Kovack Advisors
Florida
$7.14M +$436K +2,699 +7%
CT
835
Coastline Trust
Rhode Island
$7.14M -$197K -1,219 -3%
DCM
836
Dudley Capital Management
Virginia
$7.11M -$15.3K -95 -0.2%
HSA
837
HBK Sorce Advisory
Pennsylvania
$7.11M +$147K +913 +2%
SP
838
Symmetry Partners
Connecticut
$7.1M -$1.47M -9,076 -18%
FNBT
839
FineMark National Bank & Trust
Florida
$7.08M -$53.1K -329 -0.8%
AC
840
Abbrea Capital
California
$7.07M +$60.4K +374 +0.9%
ANTB
841
AMG National Trust Bank
Colorado
$7.04M -$173K -1,072 -3%
FB
842
Fulton Bank
Pennsylvania
$7.03M +$715K +4,429 +12%
IA
843
IFP Advisors
Florida
$7.02M -$133K -825 -2%
TNBTD
844
Trustmark National Bank Trust Department
Mississippi
$7.01M +$115K +713 +2%
TCM
845
Twin Capital Management
Pennsylvania
$7M -$286K -1,770 -4%
SMWM
846
Silvia McColl Wealth Management
California
$6.99M -$56.2K -348 -0.8%
OIA
847
OneDigital Investment Advisors
Kansas
$6.92M +$317K +1,964 +5%
ECM
848
Evergreen Capital Management
Washington
$6.91M +$259K +1,605 +4%
SCI
849
S&CO Inc
Massachusetts
$6.89M -$48.5K -300 -0.7%
PT
850
Plimoth Trust
Massachusetts
$6.89M +$36.2K +224 +0.6%

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.