We are live on ! Find out more
CVX icon

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
EVM
1001
Evelyn V. Moreno
$5.17M -$1.13M -6,994 -19%
ERSOT
1002
Employees Retirement System of Texas
Texas
$5.15M
GL
1003
Graypoint LLC
New York
$5.15M +$285K +1,767 +6%
IFG
1004
Independent Financial Group
California
$5.15M +$815K +5,047 +20%
EP
1005
Eudaimonia Partners
Tennessee
$5.12M +$66.4K +411 +1%
MWM
1006
Modera Wealth Management
New Jersey
$5.11M -$146K -906 -3%
CC
1007
Carlson Capital
Texas
$5.11M +$1.41M +8,707 +40%
HH
1008
Hilltop Holdings
Texas
$5.09M +$307K +1,900 +7%
FMTCOCP
1009
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.07M -$36.3K -225 -0.7%
RCAP
1010
Resolute Capital Asset Partners
Colorado
$5.06M +$4.85M +30,000 New
CI
1011
Centerstone Investors
New York
$5.06M +$1.21M +7,500 +33%
FWP
1012
FAS Wealth Partners
Kansas
$5.04M +$245K +1,517 +5%
WFG
1013
Wills Financial Group
Virginia
$5.01M +$102K +634 +2%
WAS
1014
WESPAC Advisors SoCal
California
$5M -$6.14K -38 -0.1%
MGIA
1015
Moneta Group Investment Advisors
Missouri
$5M -$5.82K -36 -0.1%
NFG
1016
Nations Financial Group
Iowa
$4.99M +$278K +1,723 +6%
SWM
1017
Spire Wealth Management
Virginia
$4.97M -$44.9K -278 -0.9%
BMA
1018
Brooks Moore & Associates
Tennessee
$4.96M -$3.55K -22 -0.1%
TIM
1019
Thompson Investment Management
Wisconsin
$4.96M -$36.3K -225 -0.8%
RA
1020
RFG Advisory
Alabama
$4.96M -$399K -2,473 -8%
DSC
1021
Duncker Streett & Co
Missouri
$4.96M +$157K +975 +3%
IFAM
1022
Institutional & Family Asset Management
Colorado
$4.96M -$557K -3,450 -10%
TCA
1023
Transcend Capital Advisors
New Jersey
$4.96M +$145K +900 +3%
CL
1024
CSS LLC
Illinois
$4.95M +$393K +2,435 +9%
LDB
1025
Lee, Danner & Bass
Tennessee
$4.95M +$310K +1,917 +7%

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.