We are live on ! Find out more
CVX icon

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
RC
1301
Roundview Capital
New Jersey
$3.13M -$310K -1,919 -9%
AMBIA
1302
Allen Mooney & Barnes Investment Advisors
Georgia
$3.13M +$79K +489 +3%
KIA
1303
Knollwood Investment Advisory
Maryland
$3.13M +$485K +3,000 +19%
PCA
1304
Providence Capital Advisors
North Carolina
$3.13M +$51.2K +317 +2%
EFMC
1305
Empire Financial Management Company
New York
$3.12M -$16.5K -102 -0.5%
NSIM
1306
North Star Investment Management
Illinois
$3.12M -$127K -785 -4%
BWAM
1307
Boyd Watterson Asset Management
Ohio
$3.11M -$12.1K -75 -0.4%
HI
1308
Hudock Inc
Pennsylvania
$3.11M +$40.7K +252 +1%
PFSC
1309
Peoples Financial Services Corp
Pennsylvania
$3.11M +$59K +365 +2%
ASA
1310
Armstrong Shaw Associates
Connecticut
$3.1M
FMB
1311
Field & Main Bank
Kentucky
$3.1M +$396K +2,450 +15%
HI
1312
Harbour Investments
Wisconsin
$3.09M +$208K +1,289 +8%
PP
1313
Patron Partners
Texas
$3.09M -$39.6K -245 -1%
PAM
1314
Paradigm Asset Management
New York
$3.07M -$145K -900 -5%
OL
1315
Owen LaRue
Kentucky
$3.07M -$100K -619 -3%
RSVP
1316
Ramsay Stattman Vela & Price
Colorado
$3.06M +$120K +745 +4%
BSB
1317
Bangor Savings Bank
Maine
$3.06M -$10.8K -67 -0.4%
CW
1318
CreativeOne Wealth
Kansas
$3.05M -$2.04M -12,635 -41%
WOC
1319
West Oak Capital
California
$3.05M -$10.2K -63 -0.3%
OPA
1320
Old Port Advisors
Maine
$3.05M +$2.92M +18,101 New
SC
1321
Syon Capital
California
$3.05M +$2.92M +18,072 New
CGH
1322
CMG Global Holdings
Texas
$3.04M +$2.23M +13,787 +323%
BB
1323
Berkshire Bank
Massachusetts
$3.04M -$45.2K -280 -2%
MAM
1324
Mystic Asset Management
Rhode Island
$3.04M -$28.3K -175 -1%
CFG
1325
Cooper Financial Group
California
$3.02M +$14.9K +92 +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.