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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
AAS
926
Ameritas Advisory Services
Nebraska
$6.1M +$2.48M +15,341 +74%
CFG
927
Citizens Financial Group
Rhode Island
$6.09M +$558K +3,456 +11%
BHPW
928
Beverly Hills Private Wealth
California
$6.04M -$4.87M -30,126 -46%
JCM
929
Jacobi Capital Management
Pennsylvania
$6.03M +$132K +819 +2%
TPWA
930
TRUE Private Wealth Advisors
Oregon
$6.02M +$191K +1,183 +3%
Westfield Capital Management
931
Westfield Capital Management
Massachusetts
$6M +$1.9M +11,768 +49%
PTC
932
Private Trust Company
Ohio
$6M -$92.6K -573 -2%
AWE
933
Avidian Wealth Enterprises
Texas
$5.99M +$136K +842 +2%
NCM
934
Narwhal Capital Management
Georgia
$5.98M -$41.5K -257 -0.7%
NCM
935
Nelson Capital Management
California
$5.98M -$32.5K -201 -0.6%
APP
936
Avantax Planning Partners
Iowa
$5.97M +$680K +4,207 +13%
WA
937
Waverly Advisors
Alabama
$5.97M +$1.47M +9,095 +35%
CBB
938
Citizens Business Bank
California
$5.96M -$1.21M -7,481 -18%
CFC
939
Cincinnati Financial Corp
Ohio
$5.93M
JWCA
940
J.W. Cole Advisors
Florida
$5.92M +$668K +4,137 +13%
SW
941
SteelPeak Wealth
California
$5.91M -$7.45M -46,152 -57%
BHWA
942
Beacon Harbor Wealth Advisors
Virginia
$5.89M +$75.8K +469 +1%
HCA
943
Harbor Capital Advisors
Illinois
$5.88M
DIA
944
Dana Investment Advisors
Wisconsin
$5.88M -$240K -1,483 -4%
GCM
945
Garland Capital Management
Washington
$5.88M +$74.3K +460 +1%
ALAM
946
Asahi Life Asset Management
Japan
$5.87M +$65.6K +406 +1%
ECML
947
Eagle Capital Management (Louisiana)
Louisiana
$5.85M +$24.6K +152 +0.4%
SCP
948
Sandhill Capital Partners
New York
$5.83M +$73.7K +456 +1%
IWM
949
IHT Wealth Management
Illinois
$5.82M +$643K +3,979 +13%
MS
950
Madden Securities
Texas
$5.81M +$15.7K +97 +0.3%

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.