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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
SF
1076
Slagle Financial
Illinois
$4.46M +$200K +1,240 +5%
MPAM
1077
Murphy Pohlad Asset Management
Minnesota
$4.46M -$70.3K -435 -2%
LHC
1078
Little House Capital
Massachusetts
$4.45M +$732K +4,533 +21%
NGA
1079
Naples Global Advisors
Florida
$4.45M +$127K +784 +3%
SN
1080
Sittner & Nelson
Oregon
$4.45M -$144K -894 -3%
NSEDCP
1081
NJ State Employees Deferred Compensation Plan
New Jersey
$4.45M +$1.05M +6,493 +33%
KA
1082
Keene & Associates
Texas
$4.44M +$112K +691 +3%
PBO
1083
Peoples Bank (Ohio)
Ohio
$4.44M -$9.53K -59 -0.2%
MAM
1084
Marketfield Asset Management
New York
$4.42M
PWLP
1085
Prio Wealth Limited Partnership
Massachusetts
$4.41M +$141K +876 +3%
BL
1086
BFSG LLC
California
$4.41M -$2.1K -13 -0%
BCB
1087
Brian C. Broderick
$4.4M +$97.7K +605 +2%
MSS
1088
Mitchell Sinkler & Starr
Pennsylvania
$4.37M +$1.1M +6,784 +35%
RCIM
1089
Red Cedar Investment Management
Michigan
$4.37M +$40.5K +251 +1%
HVP
1090
Hudson Value Partners
Florida
$4.37M +$222K +1,373 +6%
EIP
1091
Easterly Investment Partners
Massachusetts
$4.37M +$80.9K +501 +2%
MPM
1092
Meritage Portfolio Management
Kansas
$4.36M -$39.1K -242 -0.9%
NAM
1093
NTV Asset Management
West Virginia
$4.35M -$5.33K -33 -0.1%
FCP
1094
Fidelis Capital Partners
Florida
$4.35M +$438K +2,709 +12%
WIS
1095
Wright Investors Service
Connecticut
$4.34M +$15.2K +94 +0.4%
PTCG
1096
Pring Turner Capital Group
California
$4.33M +$26.2K +162 +0.6%
RMDI
1097
R.M. Davis Inc
Maine
$4.32M -$130K -805 -3%
GIA
1098
GHP Investment Advisors
Colorado
$4.31M +$131K +812 +3%
VHAM
1099
Van Hulzen Asset Management
California
$4.3M -$98K -607 -2%
AWA
1100
Arkadios Wealth Advisors
Georgia
$4.29M +$556K +3,442 +16%

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.