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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
WR
1201
WD Rutherford
Oregon
$3.64M +$284K +1,761 +9%
ACG
1202
Allen Capital Group
Nebraska
$3.63M +$48K +297 +1%
Gates Foundation Trust
1203
Gates Foundation Trust
Washington
$3.63M +$3.47M +21,500 New
PL
1204
Perpetual Ltd
Australia
$3.62M +$591K +3,662 +21%
P
1205
Pitcairn
Pennsylvania
$3.62M +$465K +2,881 +16%
LF
1206
Lantz Financial
Illinois
$3.61M +$33.9K +210 +1%
WJA
1207
Willis Johnson & Associates
Texas
$3.61M +$226K +1,397 +7%
CCB
1208
Cutter & Co Brokerage
Missouri
$3.6M -$70.7K -438 -2%
CWM
1209
Cornerstone Wealth Management
Missouri
$3.6M +$232K +1,439 +7%
ACM
1210
Altrius Capital Management
North Carolina
$3.6M +$70.1K +434 +2%
BP
1211
BBR Partners
New York
$3.59M +$1.76M +10,881 +104%
ARG
1212
Advisory Resource Group
Oklahoma
$3.59M +$2.74M +16,936 +391%
KLWA
1213
Kelly Lawrence W & Associates
California
$3.58M +$20K +124 +0.6%
MMPW
1214
Mitchell McLeod Pugh & Williams
Alabama
$3.57M +$62.8K +389 +2%
WPC
1215
White Pine Capital
Minnesota
$3.57M -$86.9K -538 -2%
FSA
1216
Financial Sense Advisors
California
$3.56M +$443K +2,740 +15%
EWM
1217
Executive Wealth Management
Michigan
$3.55M +$41.2K +255 +1%
GSEP
1218
Golden State Equity Partners
California
$3.54M +$441K +2,731 +15%
TF
1219
Threadgill Financial
Texas
$3.54M -$2.91K -18 -0.1%
GSC
1220
G&S Capital
Colorado
$3.54M -$19.2K -119 -0.6%
AWM
1221
Accurate Wealth Management
Florida
$3.54M +$513K +3,173 +18%
AMG
1222
Advisors Management Group
Wisconsin
$3.52M -$30K -186 -0.9%
SIC
1223
Shoker Investment Counsel
Ohio
$3.51M -$13.6K -84 -0.4%
CSC
1224
Caldwell Sutter Capital
California
$3.51M -$110K -680 -3%
PG
1225
Patten Group
Tennessee
$3.5M -$17.4K -108 -0.5%

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.