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Chevron
CVX

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: 197 → 269 (+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: 3,277 → 3,328 (+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

Top Buyers

Rank Fund Capital Flow
1
Amundi
Amundi
France
+$626M
2
State Street
State Street
Massachusetts
+$529M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$470M
4
Goldman Sachs
Goldman Sachs
New York
+$398M
5
Morgan Stanley
Morgan Stanley
New York
+$363M

Top Sellers

Rank Fund Capital Flow
1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.08B
2
AS
Altshuler Shaham
Israel
-$377M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$272M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$238M
5
Marshall Wace
Marshall Wace
United Kingdom
-$204M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
1326
Wealth Alliance Advisory Group
Kansas
$3.01M +$25.8K +160 +0.9%
IIC
1327
Ironwood Investment Counsel
Arizona
$3.01M +$882K +5,458 +44%
CWM
1328
Chesapeake Wealth Management
Virginia
$3.01M -$90K -557 -3%
MW
1329
Marcum Wealth
Ohio
$3M +$27.5K +170 +1%
BDS
1330
Banco de Sabadell
Florida
$3M -$278K -1,720 -9%
ACMA
1331
Arbor Capital Management (Alaska)
Alaska
$3M -$92.4K -572 -3%
SIAP
1332
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3M +$525K +3,252 +22%
KA
1333
KLCM Advisors
Wisconsin
$2.99M +$11.6K +72 +0.4%
WA1
1334
Wimmer Associates 1
California
$2.99M +$138K +857 +5%
NA
1335
Navellier & Associates
Nevada
$2.99M +$169K +1,044 +6%
WTB
1336
Washington Trust Bank
Washington
$2.98M +$146K +902 +5%
SMC
1337
Smith, Moore & Co
Missouri
$2.98M +$51.5K +319 +2%
EGM
1338
Engineers Gate Manager
New York
$2.97M +$1.81M +11,187 +175%
PF
1339
Prosperitas Financial
California
$2.96M +$2.84M +17,558 New
AIM
1340
Acropolis Investment Management
Missouri
$2.96M -$190K -1,175 -6%
CB
1341
CNB Bank
Pennsylvania
$2.96M -$34.9K -216 -1%
IAS
1342
IMA Advisory Services
Colorado
$2.94M -$41K -254 -1%
TBNY
1343
Trustco Bank (New York)
New York
$2.94M -$29.2K -181 -1%
CT
1344
Columbia Trust
Oregon
$2.93M +$39.9K +247 +1%
CWP
1345
CFM Wealth Partners
Texas
$2.93M +$142K +879 +5%
BMC
1346
Benin Management Corp
Connecticut
$2.93M -$48.5K -300 -2%
CT
1347
Clearstead Trust
Maine
$2.92M -$22K -136 -0.8%
CHAM
1348
Clear Harbor Asset Management
Connecticut
$2.92M +$8.88K +55 +0.3%
EAM
1349
Evanson Asset Management
California
$2.91M +$210K +1,299 +8%
ISWM
1350
Independent Solutions Wealth Management
New York
$2.9M -$273K -1,689 -9%
52 53
54
55 56

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.