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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
AMIM
1026
Aull & Monroe Investment Management
Alabama
$4.94M -$32.3K -200 -0.7%
SS
1027
Sunbelt Securities
Texas
$4.92M -$321K -1,990 -6%
FBC
1028
Fairfield, Bush & Co
Connecticut
$4.91M -$1.29K -8 -0%
YC
1029
Yarbrough Capital
Tennessee
$4.91M
S
1030
SignatureFD
Georgia
$4.91M +$964K +5,969 +26%
TWA
1031
TCI Wealth Advisors
Arizona
$4.9M +$33.9K +210 +0.7%
FM
1032
Foster & Motley
Ohio
$4.9M +$443K +2,743 +10%
FNBTCON
1033
First National Bank & Trust Co of Newtown
Pennsylvania
$4.89M -$102K -630 -2%
MPIM
1034
McGinn Penninger Investment Management
Virginia
$4.86M -$27.8K -172 -0.6%
TLP
1035
Trinity Legacy Partners
Texas
$4.86M -$700K -4,331 -13%
PAA
1036
Peregrine Asset Advisers
Oregon
$4.85M +$1.02M +6,289 +28%
FBT
1037
First Bankers Trust
Kentucky
$4.84M -$120K -742 -3%
MWM
1038
Mission Wealth Management
California
$4.84M +$121K +751 +3%
CPA
1039
Capital Planning Advisors
California
$4.84M +$841K +5,207 +22%
IMC Chicago
1040
IMC Chicago
Illinois
$4.82M +$4.62M +28,574 New
BOSSRA
1041
B.O.S.S. Retirement Advisors
Utah
$4.81M +$19.1K +118 +0.4%
CS
1042
Crescent Sterling
Louisiana
$4.78M -$348K -2,157 -7%
CPC
1043
Consolidated Planning Corp
Georgia
$4.78M +$199K +1,235 +5%
WFI
1044
West Family Investments
California
$4.77M -$48K -297 -1%
CCA
1045
Cobblestone Capital Advisors
New York
$4.77M +$3.88K +24 +0.1%
LA
1046
Legacy Advisors
Pennsylvania
$4.77M -$311K -1,926 -6%
MCM
1047
Mill Capital Management
North Carolina
$4.76M
JPWM
1048
Jamison Private Wealth Management
Georgia
$4.75M +$4.55M +28,141 New
BEI
1049
Benjamin Edwards Inc
Missouri
$4.75M +$334K +2,070 +8%
MIM
1050
MTM Investment Management
South Carolina
$4.74M +$73.7K +456 +2%

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.