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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
MWM
876
Mattern Wealth Management
Kansas
$6.53M +$610K +3,779 +11%
SGI
877
Summit Global Investments
Utah
$6.52M +$3.3M +20,406 +112%
WANY
878
Wealthspire Advisors (New York)
New York
$6.52M +$477K +2,956 +8%
MFG
879
Monte Financial Group
Connecticut
$6.52M +$38.8K +240 +0.6%
GWM
880
Geneos Wealth Management
Colorado
$6.52M +$404K +2,500 +7%
SSB
881
Sandy Spring Bank
Maryland
$6.5M -$70.9K -439 -1%
RG
882
Retirement Group
California
$6.49M +$830K +5,136 +15%
MP
883
McDonald Partners
Ohio
$6.49M +$275K +1,703 +5%
SCA
884
Sage Capital Advisors
South Dakota
$6.45M +$6.18M +38,251 New
CIS
885
Capital International Sarl
California
$6.45M -$2.21M -13,676 -26%
WW
886
Windle Wealth
Oklahoma
$6.44M -$53.5K -331 -0.9%
TH
887
TCTC Holdings
Texas
$6.43M +$105K +650 +2%
PAMG
888
Patton Albertson Miller Group
Tennessee
$6.42M +$59.6K +369 +1%
SIA
889
Soltis Investment Advisors
Utah
$6.38M +$525K +3,252 +9%
SCM
890
Stonebridge Capital Management
California
$6.38M -$295K -1,825 -5%
PPW
891
Parcion Private Wealth
Washington
$6.35M +$73.5K +455 +1%
LRPA
892
L. Roy Papp & Associates
Arizona
$6.34M +$125K +773 +2%
Tudor Investment Corp
893
Tudor Investment Corp
Connecticut
$6.31M -$33.5M -207,591 -85%
IPW
894
IronBridge Private Wealth
Texas
$6.31M +$144K +891 +2%
SRC
895
Shufro Rose & Co
New York
$6.31M +$3.26M +20,162 +117%
KFS
896
Kurt F. Somerville
$6.3M +$115K +712 +2%
RWM
897
Refined Wealth Management
Utah
$6.3M -$1.61M -9,979 -21%
VAS
898
Vestmark Advisory Solutions
Massachusetts
$6.29M -$12.2M -75,754 -67%
GIM
899
Greylin Investment Management
Virginia
$6.28M -$219K -1,354 -4%
ZB
900
Zions Bancorporation
Utah
$6.27M +$2.14M +13,274 +56%

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.