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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
TAIM
1351
Te Ahumairangi Investment Management
New Zealand
$2.9M +$386K +2,390 +16%
NAMP
1352
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.9M +$64.6K +400 +2%
FG
1353
Fiduciary Group
Georgia
$2.9M -$25.4K -157 -0.9%
HWA
1354
HCR Wealth Advisors
California
$2.9M -$63.5K -393 -2%
BC
1355
Burney Company
Virginia
$2.9M -$58K -359 -2%
WGAM
1356
Wilkinson Global Asset Management
New York
$2.89M
SSA
1357
South Street Advisors
New York
$2.89M
IW
1358
Imprint Wealth
South Carolina
$2.89M -$2.73M -16,889 -50%
RFA
1359
Resurgent Financial Advisors
Georgia
$2.88M +$105K +649 +4%
FFA
1360
Founders Financial Alliance
North Carolina
$2.86M -$216K -1,338 -7%
GAG
1361
GM Advisory Group
New York
$2.86M +$45.5K +282 +2%
JIC
1362
Joel Isaacson & Co
New York
$2.85M +$646 +4 +0%
CCM
1363
Cohen Capital Management
California
$2.85M
LS
1364
Leelyn Smith
Illinois
$2.84M -$107K -663 -4%
BFG
1365
Beacon Financial Group
Texas
$2.84M +$1.06M +6,550 +59%
GBT
1366
Grove Bank & Trust
Florida
$2.84M +$433K +2,682 +19%
CIG
1367
Consolidated Investment Group
Colorado
$2.83M +$291K +1,800 +12%
EM
1368
Excalibur Management
Massachusetts
$2.83M +$85.8K +531 +3%
SF
1369
Symphony Financial
Texas
$2.82M +$586K +3,625 +27%
LOIM
1370
Liberty One Investment Management
Illinois
$2.81M +$149K +924 +6%
PCFFS
1371
Pacific Center for Financial Services
California
$2.8M +$208K +1,289 +8%
MSK
1372
Melissa S. Kampmann
$2.8M +$2.68M +16,592 New
IAS
1373
Insigneo Advisory Services
Florida
$2.79M +$318K +1,970 +13%
FM
1374
Family Management
New York
$2.79M +$19.7K +122 +0.7%
BHIA
1375
Birch Hill Investment Advisors
Massachusetts
$2.79M +$78.3K +485 +3%

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.