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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
SCA
1251
Sippican Capital Advisors
Massachusetts
$3.35M -$32.3K -200 -1%
AFG
1252
Albion Financial Group
Utah
$3.35M +$263K +1,626 +9%
TA
1253
TFG Advisers
Michigan
$3.35M +$155K +962 +5%
IBOK
1254
Independence Bank of Kentucky
Kentucky
$3.34M +$165K +1,023 +5%
SWA
1255
SFMG Wealth Advisors
Texas
$3.34M +$39.4K +244 +1%
FCBT
1256
First Citizens Bank & Trust
North Carolina
$3.34M +$295K +1,827 +10%
MMA
1257
Mizuho Markets Americas
New York
$3.33M +$3.19M +19,752 New
DIP
1258
DT Investment Partners
Pennsylvania
$3.33M -$75.4K -467 -2%
CG
1259
Caprock Group
Idaho
$3.32M -$31.3K -194 -1%
AG
1260
Ascent Group
Virginia
$3.32M -$300K -1,856 -7%
FPAS
1261
Focus Partners Advisor Solutions
Missouri
$3.32M +$696K +4,308 +28%
1WA
1262
180 Wealth Advisors
Washington
$3.32M +$46.7K +289 +1%
PWMAG
1263
Pinnacle Wealth Management Advisory Group
New Jersey
$3.31M +$63.5K +393 +2%
DPIM
1264
Duff & Phelps Investment Management
Illinois
$3.31M +$24.1K +149 +0.8%
AI
1265
ArchPoint Investors
Florida
$3.31M
GIP
1266
Granite Investment Partners
California
$3.31M
DRD
1267
Dennis R. Delaney
$3.3M +$77.5K +480 +3%
WP
1268
WealthSource Partners
California
$3.29M -$347K -2,148 -10%
MPCG
1269
Matrix Private Capital Group
New York
$3.26M -$969 -6 -0%
GFPC
1270
Global Financial Private Client
Florida
$3.26M -$20.4K -126 -0.6%
AL
1271
Aspiriant LLC
California
$3.26M +$194K +1,204 +7%
SWM
1272
Sculati Wealth Management
Michigan
$3.25M +$56.2K +348 +2%
CIA
1273
Cohen Investment Advisors
New Hampshire
$3.24M +$166K +1,030 +6%
CS
1274
Comerica Securities
Michigan
$3.24M -$1.78M -11,029 -36%
SIC
1275
Sigma Investment Counselors
Michigan
$3.23M -$4.2K -26 -0.1%

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.