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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
CBTWT
951
Community Bank & Trust (Waco, Texas)
Texas
$5.8M +$228K +1,414 +4%
RWP
952
Ridgecrest Wealth Partners
California
$5.79M -$485K -3,000 -8%
CCT
953
Capital City Trust
Florida
$5.78M -$845K -5,233 -13%
RHDIC
954
R.H. Dinel Investment Counsel
California
$5.77M
CB
955
Community Bank
New York
$5.75M -$32.8K -203 -0.6%
TSS
956
Thomas Story & Son
Indiana
$5.7M +$1.47M +9,116 +37%
IAMOG
957
Investors Asset Management of Georgia
Georgia
$5.69M +$4.38M +27,105 +375%
RCA
958
Resonant Capital Advisors
Wisconsin
$5.67M +$16.2K +100 +0.3%
PHS
959
Pekin Hardy Strauss
Illinois
$5.66M -$7.11K -44 -0.1%
OLA
960
Oliver Luxxe Assets
New Jersey
$5.65M +$45.1K +279 +0.8%
TSS
961
Two Sigma Securities
New York
$5.65M +$5.41M +33,504 New
SLI
962
Sumitomo Life Insurance
Japan
$5.62M -$71.7K -444 -1%
CWM
963
Concentric Wealth Management
California
$5.61M +$11.5K +71 +0.2%
CAM
964
Columbia Asset Management
Michigan
$5.61M +$65.1K +403 +1%
HCA
965
Harbour Capital Advisors
Virginia
$5.6M -$162K -1,000 -3%
RWA
966
River Wealth Advisors
Pennsylvania
$5.57M -$5.98K -37 -0.1%
TCPG
967
Trivant Custom Portfolio Group
California
$5.56M +$34.2K +212 +0.6%
TCM
968
Teza Capital Management
Illinois
$5.54M +$1.7M +10,519 +47%
FFM
969
Forum Financial Management
Illinois
$5.52M +$133K +821 +3%
SIC
970
Salem Investment Counselors
North Carolina
$5.5M +$120K +746 +2%
SCM
971
Spring Capital Management
Texas
$5.5M +$206K +1,273 +4%
WPIC
972
White Pine Investment Company
Michigan
$5.49M -$16.6K -103 -0.3%
IB
973
Intrust Bank
Kansas
$5.47M +$128K +792 +3%
FTA
974
Financial & Tax Architects
Missouri
$5.45M +$218K +1,350 +4%
FTDI
975
First Trust Direct Indexing
Massachusetts
$5.44M +$222K +1,373 +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.