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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
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$205M +$5.38M +33,318 +3%
Public Employees Retirement Association of Colorado
102
Public Employees Retirement Association of Colorado
Colorado
$205M -$5.8M -35,920 -3%
Federated Hermes
103
Federated Hermes
Pennsylvania
$201M +$96.2M +595,822 +100%
Victory Capital Management
104
Victory Capital Management
Texas
$197M +$4.43M +27,397 +2%
Allianz Asset Management
105
Allianz Asset Management
Germany
$195M -$12.5M -77,699 -6%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$193M +$6.57M +40,656 +4%
GT
107
Glenmede Trust
Pennsylvania
$192M -$1.9M -11,781 -1%
M&T Bank
108
M&T Bank
New York
$189M -$4.17M -25,823 -2%
Mitsubishi UFJ Trust & Banking
109
Mitsubishi UFJ Trust & Banking
Japan
$189M -$413K -2,560 -0.2%
Adage Capital Partners
110
Adage Capital Partners
Massachusetts
$187M +$107M +663,200 +149%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$186M +$5.38M +33,307 +3%
Toronto Dominion Bank
112
Toronto Dominion Bank
Ontario, Canada
$179M -$22.6M -139,933 -12%
Retirement Systems of Alabama
113
Retirement Systems of Alabama
Alabama
$179M +$5.1M +31,574 +3%
ZIM
114
Zacks Investment Management
Illinois
$179M -$337K -2,089 -0.2%
Russell Investments Group
115
Russell Investments Group
United Kingdom
$176M +$10.4M +64,587 +7%
State of New Jersey Common Pension Fund D
116
State of New Jersey Common Pension Fund D
New Jersey
$174M -$4.57M -28,300 -3%
State of Wisconsin Investment Board
117
State of Wisconsin Investment Board
Wisconsin
$174M +$15M +92,905 +10%
Canada Life
118
Canada Life
Manitoba, Canada
$173M -$1.39M -8,589 -0.8%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$173M +$2.62M +16,236 +2%
CB
120
Commerce Bank
Missouri
$172M -$4.65M -28,805 -3%
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$172M -$714K -4,418 -0.4%
AQR Capital Management
122
AQR Capital Management
Connecticut
$172M +$3.46M +21,452 +2%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$170M +$6.32M +39,113 +4%
HTC
124
Haverford Trust Company
Pennsylvania
$165M +$18.4M +114,060 +13%
Jennison Associates
125
Jennison Associates
New York
$164M +$34.5M +213,613 +28%

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.