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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
OBGC
1426
O'Brien Greene & Co
Pennsylvania
$2.58M -$6.46K -40 -0.3%
HRC
1427
Hoertkorn Richard Charles
$2.58M +$16.2K +100 +0.7%
SG
1428
Somerset Group
Minnesota
$2.57M
CIP
1429
Convergence Investment Partners
Florida
$2.57M +$464K +2,870 +23%
NDSI
1430
Newman Dignan & Sheerar Inc
Rhode Island
$2.56M -$20.7K -128 -0.8%
EHWM
1431
Eads & Heald Wealth Management
Georgia
$2.56M -$1.78K -11 -0.1%
MIP
1432
Marietta Investment Partners
Wisconsin
$2.56M -$71.9K -445 -3%
GCC
1433
Guardian Capital (Canada)
Ontario, Canada
$2.56M +$727K +4,500 +42%
PPP
1434
Private Portfolio Partners
New Jersey
$2.55M -$162K -1,003 -6%
KMWM
1435
Keudell/Morrison Wealth Management
Oregon
$2.55M +$113K +697 +5%
WG
1436
Winton Group
United Kingdom
$2.55M +$2.44M +15,130 New
SFI
1437
Siemens Fonds Invest
Germany
$2.55M +$15K +93 +0.6%
CCWM
1438
Cassaday & Co Wealth Management
Virginia
$2.55M +$44.9K +278 +2%
HG
1439
Herbst Group
Connecticut
$2.55M +$129K +800 +6%
IGWM
1440
ICA Group Wealth Management
Colorado
$2.54M +$49.6K +307 +2%
GP
1441
Geneva Partners
Wisconsin
$2.54M -$28.6K -177 -1%
SSA
1442
Schonfeld Strategic Advisors
New York
$2.54M -$203K -1,254 -8%
PCS
1443
Personal CFO Solutions
New Jersey
$2.53M +$96.3K +596 +4%
PHIMC
1444
Private Harbour Investment Management & Counsel
Ohio
$2.53M -$9.53K -59 -0.4%
GCM
1445
Granby Capital Management
Florida
$2.53M
FFN
1446
Focus Financial Network
Minnesota
$2.53M +$152K +943 +7%
GAM
1447
Grandview Asset Management
Pennsylvania
$2.52M +$2.41M +14,936 New
PWG
1448
Portside Wealth Group
Utah
$2.52M +$35.4K +219 +1%
RIA
1449
Realta Investment Advisors
Delaware
$2.52M -$125K -772 -5%
JSW
1450
Journey Strategic Wealth
New Jersey
$2.51M +$438K +2,714 +22%

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.