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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
LBC
1401
Lawrence B. Cohen
$2.7M -$31.8K -197 -1%
TSWM
1402
Triangle Securities Wealth Management
North Carolina
$2.7M +$27K +167 +1%
IR
1403
IAT Reinsurance
New York
$2.7M
CWP
1404
Cyndeo Wealth Partners
Florida
$2.69M +$162K +1,005 +7%
MTIC
1405
Missouri Trust & Investment Company
Missouri
$2.69M +$10.8K +67 +0.4%
WA
1406
WealthTrust Axiom
Pennsylvania
$2.69M -$126K -782 -5%
CHJWM
1407
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.68M +$67.4K +417 +2%
WA
1408
Wealth Alliance
New York
$2.68M +$443K +2,740 +21%
CG
1409
Cutler Group
California
$2.68M +$1.92M +11,899 +299%
Optiver Holding
1410
Optiver Holding
Netherlands
$2.67M -$9.47M -58,628 -79%
HW
1411
Hedeker Wealth
Illinois
$2.65M -$42.6K -264 -2%
ATC
1412
Adirondack Trust Company
New York
$2.65M +$5.01K +31 +0.2%
FPCP
1413
Fort Point Capital Partners
California
$2.64M -$287K -1,774 -10%
VST
1414
Van Strum & Towne
California
$2.63M +$591K +3,662 +31%
DWT
1415
Dorsey & Whitney Trust
South Dakota
$2.63M +$21.8K +135 +0.9%
FUBT
1416
First United Bank & Trust
Maryland
$2.63M -$9.69K -60 -0.4%
ST
1417
Sentinel Trust
Texas
$2.63M +$67.5K +418 +3%
HIIFS
1418
Harel Insurance Investments & Financial Services
Israel
$2.62M +$2.42M +14,954 +2,574%
DFA
1419
Delta Financial Advisors
Louisiana
$2.62M -$7.27K -45 -0.3%
EI
1420
EDMP Inc
Florida
$2.62M -$103K -640 -4%
FFA
1421
Fortune Financial Advisors
Kansas
$2.61M +$28.3K +175 +1%
RAM
1422
Redmond Asset Management
Virginia
$2.6M -$14.9M -92,207 -86%
FAM
1423
Formidable Asset Management
Ohio
$2.6M -$3.39K -21 -0.1%
IIL
1424
Insight Inv LLC
California
$2.58M -$71.1K -440 -3%
CAWM
1425
Capital Advisors Wealth Management
Washington
$2.58M +$71.4K +442 +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.