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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
IAIM
1226
International Assets Investment Management
Florida
$3.5M +$1.21M +7,473 +58%
QCG
1227
Quadrant Capital Group
Ohio
$3.49M +$484K +2,999 +17%
AT
1228
Arden Trust
Delaware
$3.48M +$35.7K +221 +1%
MWM
1229
Massachusetts Wealth Management
Massachusetts
$3.47M -$56.5K -350 -2%
TCA
1230
Trifecta Capital Advisors
Illinois
$3.46M +$622K +3,854 +23%
FCIM
1231
Fairview Capital Investment Management
California
$3.45M
LWM
1232
Liberty Wealth Management
California
$3.43M +$26.2K +162 +0.8%
MCWS
1233
McKinley Carter Wealth Services
West Virginia
$3.42M -$63.5K -393 -2%
CAM
1234
Centre Asset Management
New York
$3.42M -$113K -702 -3%
AG
1235
AIA Group
Hong Kong
$3.41M +$2.07M +12,822 +173%
QI
1236
Qtron Investments
Massachusetts
$3.41M -$185K -1,146 -5%
MMG
1237
Monetary Management Group
Missouri
$3.41M +$129K +800 +4%
TI
1238
TTP Investments
California
$3.41M -$294K -1,821 -8%
SAM
1239
Sompo Asset Management
Japan
$3.4M +$856K +5,300 +36%
CFM
1240
Capricorn Fund Managers
United Kingdom
$3.4M
CPA
1241
Cardiff Park Advisors
California
$3.4M +$3.71K +23 +0.1%
WA
1242
WP Advisors
California
$3.39M -$12.1K -75 -0.4%
SIM
1243
Studio Investment Management
Illinois
$3.39M +$383K +2,370 +13%
HGWM
1244
Horst & Graben Wealth Management
Oregon
$3.39M
VWMG
1245
Virginia Wealth Management Group
Virginia
$3.37M +$3.23M +19,976 New
CCM
1246
Coerente Capital Management
Ontario, Canada
$3.37M -$211K -1,309 -6%
ST
1247
Smithfield Trust
Pennsylvania
$3.36M +$41K +254 +1%
MMA
1248
Miracle Mile Advisors
California
$3.36M +$106K +659 +3%
LC
1249
LCNB Corp
Ohio
$3.36M -$4.85K -30 -0.2%
AC
1250
AlphaCore Capital
California
$3.35M +$169K +1,049 +6%

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.