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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
ATWA
1476
Arbor Trust Wealth Advisors
Michigan
$2.43M -$101K -626 -4%
SIA
1477
Schechter Investment Advisors
Michigan
$2.43M +$16.6K +103 +0.7%
STA
1478
Summit Trail Advisors
New York
$2.43M +$384K +2,376 +20%
PCA
1479
Private Capital Advisors
Connecticut
$2.42M
PH
1480
Pinnacle Holdings
Oklahoma
$2.42M -$163K -1,012 -7%
CW
1481
CIC Wealth
Maryland
$2.42M +$32.8K +203 +1%
SWA
1482
Sutton Wealth Advisors
Florida
$2.41M +$19.1K +118 +0.8%
CPSAC
1483
Chas P. Smith & Associates (CPS)
Florida
$2.41M -$51.7K -320 -2%
ACM
1484
Allred Capital Management
Texas
$2.41M -$41.3K -256 -2%
LPAM
1485
Lodestar Private Asset Management
California
$2.41M +$162 +1 +0%
BFIC
1486
Bedell Frazier Investment Counselling
California
$2.4M +$121K +750 +6%
NHT
1487
New Hampshire Trust
New Hampshire
$2.4M -$35.9K -222 -2%
CWP
1488
Concord Wealth Partners
Virginia
$2.4M +$169K +1,049 +8%
SAM
1489
SignalPoint Asset Management
Missouri
$2.39M +$646 +4 +0%
HKAM
1490
Horizon Kinetics Asset Management
New York
$2.39M
RCM
1491
Raleigh Capital Management
North Carolina
$2.39M +$651K +4,032 +40%
CCT
1492
Chemung Canal Trust
New York
$2.38M -$50.1K -310 -2%
PBC
1493
Pavion Blue Capital
California
$2.38M +$19.4K +120 +0.8%
WEG
1494
World Equity Group
Illinois
$2.38M +$1.07M +6,603 +88%
BFW
1495
Brady Family Wealth
Missouri
$2.37M +$324K +2,006 +17%
CM
1496
Castleark Management
Illinois
$2.37M +$2.27M +14,062 New
CFMC
1497
Curbstone Financial Management Corp
New Hampshire
$2.37M -$24.2K -150 -1%
1WM
1498
1900 Wealth Management
Texas
$2.37M +$953K +5,899 +72%
AF
1499
Advisornet Financial
Minnesota
$2.36M -$430K -2,661 -16%
BO
1500
Bank OZK
Arkansas
$2.35M -$920K -5,697 -29%

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.