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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
EAM
1126
Erste Asset Management
Austria
$4.16M -$2.96M -18,327 -43%
TCA
1127
Tortoise Capital Advisors
Kansas
$4.15M +$743K +4,598 +23%
MCCP
1128
Mission Creek Capital Partners
California
$4.15M +$72.4K +448 +2%
DTC
1129
Davidson Trust Company
Washington
$4.14M +$45.4K +281 +1%
CG
1130
Clarus Group
Texas
$4.1M -$71.7K -444 -2%
RCM
1131
Radnor Capital Management
Pennsylvania
$4.1M +$3.93M +24,316 New
CD
1132
Chapin Davis
Maryland
$4.08M +$466K +2,883 +14%
JC
1133
Jacobs & Co
California
$4.07M -$151K -933 -4%
RC
1134
Reik & Co
New York
$4.07M +$4.04K +25 +0.1%
DRS
1135
Deane Retirement Strategies
Louisiana
$4.05M +$1.94M +12,012 +100%
HA
1136
Herold Advisors
New York
$4.05M +$291K +1,800 +8%
RSWM
1137
Robertson Stephens Wealth Management
California
$4.03M +$169K +1,046 +5%
SIA
1138
Sage Investment Advisers
New York
$4.03M +$29.9K +185 +0.8%
SW
1139
StrongBox Wealth
Missouri
$4.02M +$204K +1,261 +6%
SAM
1140
Selway Asset Management
$4M -$6.46K -40 -0.2%
IAS
1141
Investment Advisory Services
Texas
$4M +$12.8K +79 +0.3%
GFG
1142
Greystone Financial Group
Michigan
$4M +$3.83M +23,723 New
QI
1143
QV Investors
Alberta, Canada
$4M -$87.2K -540 -2%
CCA
1144
Checchi Capital Advisers
California
$3.99M -$16K -99 -0.4%
Two Sigma Advisers
1145
Two Sigma Advisers
New York
$3.99M -$3.53M -21,864 -48%
DI
1146
Diligent Investors
California
$3.98M +$63K +390 +2%
EBT
1147
Enterprise Bank & Trust
Massachusetts
$3.98M +$12.1K +75 +0.3%
BIG
1148
Builder Investment Group
Georgia
$3.98M
SFWA
1149
Summit Financial Wealth Advisors
Louisiana
$3.98M +$400K +2,478 +10%
CIC
1150
Chase Investment Counsel
Virginia
$3.97M -$127K -784 -3%

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.