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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
SFA
1051
Souders Financial Advisors
Ohio
$4.72M +$200K +1,237 +5%
PGIM
1052
Pacific Global Investment Management
California
$4.72M +$102K +630 +2%
RWM
1053
Ritholtz Wealth Management
New York
$4.7M +$59.1K +366 +1%
BMM
1054
Buffington Mohr McNeal
Idaho
$4.69M +$107K +665 +2%
BCFS
1055
Butensky & Cohen Financial Security
Florida
$4.68M +$274K +1,699 +7%
WI
1056
Wahed Invest
New York
$4.67M +$448K +2,774 +11%
OCM
1057
Orleans Capital Management
Louisiana
$4.67M -$4.04K -25 -0.1%
HVIA
1058
Hudson Valley Investment Advisors
New York
$4.65M -$172K -1,066 -4%
HL
1059
HeadInvest LLC
Maine
$4.63M +$64.9K +402 +1%
WSWA
1060
Warren Street Wealth Advisors
California
$4.63M -$369K -2,286 -8%
BFA
1061
Benedict Financial Advisors
Georgia
$4.62M +$16.5K +102 +0.4%
PAM
1062
Pegasus Asset Management
New York
$4.61M +$64.1K +397 +1%
CWS
1063
Confluence Wealth Services
Pennsylvania
$4.6M +$329K +2,037 +8%
KFP
1064
Keystone Financial Planning
Ohio
$4.59M -$162K -1,006 -4%
GI
1065
GAMCO Investors
Connecticut
$4.58M +$177K +1,098 +4%
AT
1066
Arvest Trust
Oklahoma
$4.58M +$4.68K +29 +0.1%
LAM
1067
Lynch Asset Management
Pennsylvania
$4.58M
NLGIA
1068
Nippon Life Global Investors Americas
New York
$4.57M -$1.96M -12,110 -31%
BFA
1069
Bill Few Associates
Pennsylvania
$4.56M +$98.8K +612 +2%
BST
1070
Bath Savings Trust
Maine
$4.55M +$42.3K +262 +1%
ADL
1071
Asset Dedication LLC
California
$4.54M +$76.1K +471 +2%
MOS
1072
MGO One Seven
Ohio
$4.53M +$3.39K +21 +0.1%
AAM
1073
Auxier Asset Management
Oregon
$4.53M +$92.1K +570 +2%
AB
1074
Atlas Brown
Kentucky
$4.48M +$74.1K +459 +2%
CST
1075
Charles Schwab Trust
Nevada
$4.46M +$1.68M +10,396 +65%

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.