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Chevron
CVX

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: 197 → 269 (+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: 3,277 → 3,328 (+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

Top Buyers

Rank Fund Capital Flow
1
Amundi
Amundi
France
+$626M
2
State Street
State Street
Massachusetts
+$529M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$470M
4
Goldman Sachs
Goldman Sachs
New York
+$398M
5
Morgan Stanley
Morgan Stanley
New York
+$363M

Top Sellers

Rank Fund Capital Flow
1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.08B
2
AS
Altshuler Shaham
Israel
-$377M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$272M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$238M
5
Marshall Wace
Marshall Wace
United Kingdom
-$204M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1101
Baugh & Associates
Georgia
$4.29M -$12.6K -78 -0.3%
SLG
1102
Stanley-Laman Group
Pennsylvania
$4.28M -$808 -5 -0%
CIAS
1103
Capital Investment Advisory Services
North Carolina
$4.28M +$231K +1,430 +6%
FMAEN1
1104
Fund Management at Engine No 1
California
$4.28M +$434K +2,686 +12%
CIA
1105
Choate Investment Advisors
Massachusetts
$4.27M +$301K +1,866 +8%
MPI
1106
Mairs & Power Inc
Minnesota
$4.27M -$141K -876 -3%
MBT
1107
Montecito Bank & Trust
California
$4.26M -$37K -229 -0.9%
FHA
1108
Flagship Harbor Advisors
Massachusetts
$4.25M +$120K +744 +3%
LSAG
1109
Lake Street Advisors Group
New Hampshire
$4.25M -$252K -1,562 -6%
GLA
1110
Good Life Advisors
Pennsylvania
$4.24M +$1.81M +11,223 +81%
BTI
1111
Blue Trust Inc
Georgia
$4.24M +$1.14M +7,059 +36%
SVCF
1112
Silicon Valley Community Foundation
California
$4.23M +$4.06M +25,114 New
IAG
1113
Investmark Advisory Group
Connecticut
$4.23M +$31.2K +193 +0.8%
CWG
1114
Cornerstone Wealth Group
North Carolina
$4.23M +$86.6K +536 +2%
DWA
1115
Douglass Winthrop Advisors
New York
$4.23M +$209K +1,295 +5%
MAS
1116
Meeder Advisory Services
Ohio
$4.22M -$778K -4,818 -16%
LWANC
1117
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.21M -$184K -1,139 -4%
WAM
1118
Weatherly Asset Management
California
$4.21M -$156K -965 -4%
CAG
1119
Csenge Advisory Group
Florida
$4.2M +$481K +2,981 +14%
BAM
1120
Belpointe Asset Management
Nevada
$4.2M +$659K +4,077 +20%
EF
1121
Exeter Financial
Arizona
$4.2M +$48.1K +298 +1%
MGAM
1122
McGowan Group Asset Management
Texas
$4.19M +$2.15M +13,320 +115%
EB
1123
Exchange Bank
California
$4.17M -$461K -2,854 -10%
MSAM
1124
Moloney Securities Asset Management
Missouri
$4.16M +$10.3K +64 +0.3%
IWN
1125
Independent Wealth Network
Iowa
$4.16M +$18.7K +116 +0.5%
43 44
45
46 47

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.