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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
CHC
851
City Holding Co
West Virginia
$6.88M +$33.3K +206 +0.5%
GQG Partners
852
GQG Partners
Florida
$6.84M +$857K +5,304 +15%
IF
853
Insight Folios
North Carolina
$6.81M -$838K -5,191 -11%
FMTC
854
Farmers & Merchants Trust Company
California
$6.81M -$81.2K -503 -1%
PA
855
Procyon Advisors
Connecticut
$6.78M +$385K +2,382 +6%
NAMA
856
Nikko Asset Management Americas
New York
$6.77M +$1.32M +8,157 +25%
BCM
857
Buckhead Capital Management
Georgia
$6.76M -$5.1M -31,575 -44%
MCP
858
Martin Capital Partners
Oregon
$6.76M +$67.7K +419 +1%
PI
859
Putnam Investments
Massachusetts
$6.76M -$79.8K -494 -1%
CAL
860
Capital Analysts LLC
Pennsylvania
$6.74M +$28.3K +175 +0.4%
HBWM
861
Hollow Brook Wealth Management
New York
$6.74M +$143K +883 +2%
CLOS
862
Compagnie Lombard Odier SCmA
Switzerland
$6.7M +$843K +5,219 +15%
IAN
863
Integrated Advisors Network
Texas
$6.69M +$48.6K +301 +0.8%
SWA
864
Stratos Wealth Advisors
Ohio
$6.69M +$907K +5,616 +16%
LNWWM
865
Laird Norton Wetherby Wealth Management
California
$6.67M +$23.9K +148 +0.4%
MAM
866
Morse Asset Management
Connecticut
$6.67M +$29.6K +183 +0.5%
WAG
867
Wallace Advisory Group
California
$6.67M +$6.95K +43 +0.1%
BFA
868
Bragg Financial Advisors
North Carolina
$6.66M -$132K -819 -2%
Verition Fund Management
869
Verition Fund Management
Connecticut
$6.59M +$1.29M +7,963 +26%
SG Americas Securities
870
SG Americas Securities
New York
$6.59M -$5.13M -31,769 -45%
NB
871
Northwest Bancshares
Pennsylvania
$6.59M +$4.53M +28,034 +254%
PCTC
872
Perkins Coie Trust Company
Washington
$6.58M +$431K +2,668 +7%
WF
873
WoodTrust Financial
Wisconsin
$6.57M +$14.4K +89 +0.2%
HFM
874
Hartford Financial Management
Connecticut
$6.54M -$808 -5 -0%
LFAS
875
Level Four Advisory Services
Texas
$6.53M -$491K -3,041 -7%

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.