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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
AIM
901
Anchor Investment Management
South Carolina
$6.27M +$34.9K +216 +0.6%
SVWAG
902
Sound View Wealth Advisors Group
Georgia
$6.26M +$201K +1,242 +3%
RDWM
903
Red Door Wealth Management
Tennessee
$6.26M +$340K +2,105 +6%
CA
904
CoreCap Advisors
Michigan
$6.24M +$303K +1,874 +5%
SC
905
Sepio Capital
Utah
$6.23M -$1.05M -6,509 -15%
CWM
906
Compass Wealth Management
Connecticut
$6.21M +$117K +727 +2%
SC
907
Schulhoff & Co
Ohio
$6.21M -$32.1K -199 -0.5%
NS
908
NBC Securities
Alabama
$6.18M +$5.92M +36,670 New
PFS
909
Physicians Financial Services
North Carolina
$6.18M +$48.5K +300 +0.8%
FCMT
910
Founders Capital Management (Texas)
Texas
$6.17M +$189K +1,172 +3%
MWM
911
Madison Wealth Management
Ohio
$6.16M -$97.6K -604 -2%
TC
912
Telemus Capital
Michigan
$6.15M +$59.4K +368 +1%
CT
913
Chicago Trust
Illinois
$6.14M -$94.5K -585 -2%
PWP
914
Principle Wealth Partners
Connecticut
$6.14M -$178K -1,100 -3%
FA
915
FDx Advisors
Illinois
$6.13M -$2.13M -13,172 -27%
FSA
916
Fort Sheridan Advisors
Illinois
$6.12M +$261K +1,618 +5%
HI
917
Horizon Investments
North Carolina
$6.11M +$33.9K +210 +0.6%
PVI
918
Pine Valley Investments
New Jersey
$6.11M +$966K +5,981 +20%
SA
919
Strategic Advisors
New York
$6.11M +$103K +639 +2%
CTA
920
Chesley Taft & Associates
Illinois
$6.1M -$40.4K -250 -0.7%
IAM
921
Innovis Asset Management
Illinois
$6.1M -$139K -860 -2%
GWMIA
922
Global Wealth Management Investment Advisory
Florida
$6.1M +$884K +5,474 +18%
HIP
923
HUB Investment Partners
Texas
$6.1M +$357K +2,208 +7%
DI
924
DFPG Investments
Utah
$6.1M +$451K +2,792 +7%
IF
925
Intrua Financial
Texas
$6.1M -$20.5K -127 -0.4%

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.