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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
CA
1151
Continuum Advisory
Idaho
$3.96M +$20.8K +129 +0.6%
Marshall Wace
1152
Marshall Wace
United Kingdom
$3.96M -$204M -1,262,300 -98%
FCAS
1153
First Command Advisory Services
Texas
$3.95M +$3.79M +23,445 +2,344,500%
PA
1154
PFG Advisors
Arizona
$3.95M -$453K -2,806 -11%
FCA
1155
FLC Capital Advisors
California
$3.94M +$17.8K +110 +0.5%
RCM
1156
RB Capital Management
Nevada
$3.94M +$425K +2,630 +13%
Koshinski Asset Management
1157
Koshinski Asset Management
Illinois
$3.93M -$89.3K -553 -2%
NIM
1158
NEOS Investment Management
Connecticut
$3.92M +$3.76M +23,270 New
GIP
1159
Greatmark Investment Partners
Georgia
$3.92M +$39.6K +245 +1%
PFA
1160
Pathway Financial Advisers
Indiana
$3.92M +$3.75M +23,222 New
GP
1161
Greenline Partners
New York
$3.92M
MG
1162
Mather Group
Illinois
$3.91M -$109K -675 -3%
RWM
1163
RKL Wealth Management
Pennsylvania
$3.91M +$78K +483 +2%
MFG
1164
MidWestOne Financial Group
Iowa
$3.9M -$60.6K -375 -2%
BCM
1165
Boltwood Capital Management
California
$3.9M +$2.26K +14 +0.1%
GPTE
1166
Generali Powszechne Towarzystwo Emerytalne
Poland
$3.9M +$485K +3,000 +15%
ACM
1167
Alpha Capital Management
Texas
$3.89M +$65.6K +406 +2%
RWM
1168
Rench Wealth Management
Texas
$3.88M +$34.7K +215 +0.9%
BAAM
1169
Baker Avenue Asset Management
California
$3.87M -$85.8K -531 -2%
YIA
1170
YHB Investment Advisors
Connecticut
$3.87M +$210K +1,302 +6%
BCCM
1171
Bridge Creek Capital Management
Massachusetts
$3.87M -$20.2K -125 -0.5%
AWM
1172
Avior Wealth Management
Nebraska
$3.86M -$386K -2,388 -9%
CIA
1173
Cape Investment Advisory
Georgia
$3.86M +$2.04M +12,614 +123%
AFA
1174
Arlington Financial Advisors
California
$3.86M -$21.5K -133 -0.6%
FAP
1175
Financial Advisory Partners
Florida
$3.85M +$60.7K +376 +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.