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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
PI
976
PGGM Investments
Netherlands
$5.43M -$5.04M -31,201 -49%
MWM
977
Moran Wealth Management
Florida
$5.43M -$12.6M -78,317 -71%
CNB
978
Camden National Bank
Maine
$5.43M +$45.7K +283 +0.9%
GIA
979
Gladstone Institutional Advisory
Florida
$5.41M -$451K -2,793 -8%
AC
980
Aldebaran Capital
Indiana
$5.41M -$51.4K -318 -1%
DWM
981
Destination Wealth Management
California
$5.41M -$166K -1,027 -3%
IC
982
Inscription Capital
Texas
$5.4M -$26.3K -163 -0.5%
HT
983
Heritage Trust
Oklahoma
$5.38M -$4.85K -30 -0.1%
BP
984
Ballentine Partners
Massachusetts
$5.37M +$247K +1,532 +5%
PSP
985
Principal Street Partners
Tennessee
$5.37M -$10.8K -67 -0.2%
FPGT
986
Financial Partners Group (Tennessee)
Tennessee
$5.35M +$674K +4,170 +15%
CT
987
Colonial Trust
South Carolina
$5.35M -$202K -1,251 -4%
WWM
988
Western Wealth Management
Colorado
$5.3M +$196K +1,212 +4%
AAM
989
Azzad Asset Management
Virginia
$5.28M +$17.8K +110 +0.4%
ET
990
Equitable Trust
Tennessee
$5.27M +$237K +1,467 +5%
TYCC
991
Texas Yale Capital Corp
Florida
$5.27M +$1.47M +9,073 +41%
PAM
992
Peak Asset Management
Colorado
$5.24M -$10.2K -63 -0.2%
GA
993
Gateway Advisory
New Jersey
$5.24M +$329K +2,039 +7%
ACM
994
Argyle Capital Management
Pennsylvania
$5.23M +$210K +1,300 +4%
SIM
995
Stratos Investment Management
Ohio
$5.21M +$888K +5,499 +22%
HCM
996
Hengehold Capital Management
Ohio
$5.21M -$39.7K -246 -0.8%
SWK
997
Stephen W. Kidder
$5.21M +$492K +3,046 +11%
MHIC
998
Marble Harbor Investment Counsel
Massachusetts
$5.19M +$133K +823 +3%
HBT
999
Hills Bank & Trust
Iowa
$5.18M +$322K +1,994 +7%
WWA
1000
WCG Wealth Advisors
Nevada
$5.18M +$1.06M +6,562 +28%

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.