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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
CAAS
1276
Capital Asset Advisory Services
Michigan
$3.21M +$288K +1,784 +10%
MHS
1277
M Holdings Securities
Oregon
$3.21M +$3.07M +19,023 New
CA
1278
CGN Advisors
Kansas
$3.21M +$33.4K +207 +1%
CI
1279
Cigna Investments
Connecticut
$3.21M -$339K -2,097 -10%
GWM
1280
GSB Wealth Management
Connecticut
$3.2M +$115K +709 +4%
KFBMI
1281
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.2M
SB
1282
Strategic Blueprint
Georgia
$3.2M +$196K +1,213 +7%
UCMOK
1283
United Capital Management of KS
Kansas
$3.2M +$199K +1,231 +7%
PTC
1284
Philadelphia Trust Company
Pennsylvania
$3.19M -$40.9K -253 -1%
HCM
1285
Hutchinson Capital Management
California
$3.19M -$60.2K -373 -2%
SIA
1286
Sit Investment Associates
Minnesota
$3.19M
HIA
1287
Harbor Investment Advisory
Maryland
$3.18M -$139K -860 -4%
DGAM
1288
Desjardins Global Asset Management
Quebec, Canada
$3.18M -$491K -3,040 -14%
GCA
1289
Greenwood Capital Associates
South Carolina
$3.18M +$256K +1,587 +9%
LIA
1290
LS Investment Advisors
Michigan
$3.18M +$186K +1,150 +7%
PI
1291
Pettee Investors
Connecticut
$3.17M
RCAG
1292
Rehmann Capital Advisory Group
Michigan
$3.16M -$540K -3,344 -15%
AW
1293
Apricus Wealth
South Carolina
$3.16M +$104K +641 +3%
ACI
1294
Alpha Cubed Investments
California
$3.15M +$1.88M +11,623 +164%
KCG
1295
Kinsale Capital Group
Virginia
$3.15M +$433K +2,678 +17%
VRM
1296
Vectors Research Management
New York
$3.15M -$52.7K -326 -2%
GSC
1297
Grey Street Capital
Illinois
$3.14M +$22.3K +138 +0.7%
GCM
1298
Gables Capital Management
Florida
$3.14M -$20.5K -127 -0.7%
VCP
1299
Verus Capital Partners
Arizona
$3.14M -$417K -2,580 -12%
VWM
1300
Venturi Wealth Management
Texas
$3.13M +$520K +3,218 +21%

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.