We are live on ! Find out more
CVX icon

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
AIM
1501
AHL Investment Management
Florida
$2.35M -$8.88K -55 -0.4%
PWAM
1502
Pinnacle West Asset Management
Wyoming
$2.35M +$64.6K +400 +3%
WCBA
1503
Weaver C. Barksdale & Associates
Tennessee
$2.34M +$355K +2,195 +19%
NF
1504
Nvest Financial
New Hampshire
$2.34M +$86.4K +535 +4%
HIM
1505
Harbour Investment Management
Washington
$2.34M -$1.94K -12 -0.1%
IP
1506
Ignite Planners
California
$2.34M +$695K +4,305 +43%
TT
1507
TI-Trust
Illinois
$2.34M – – –
FTWA
1508
Fifth Third Wealth Advisors
Ohio
$2.34M +$997K +6,171 +80%
APWM
1509
Argonautica Private Wealth Management
Massachusetts
$2.33M +$3.07K +19 +0.1%
JWA
1510
JFS Wealth Advisors
Pennsylvania
$2.33M +$106K +655 +5%
CWM
1511
Centric Wealth Management
Illinois
$2.33M +$90.5K +560 +4%
WCM
1512
Whitener Capital Management
North Carolina
$2.33M +$36.8K +228 +2%
PWA
1513
Providence Wealth Advisors
Illinois
$2.32M +$203K +1,259 +10%
FBT
1514
First Bank & Trust
South Dakota
$2.32M +$962K +5,954 +76%
BOCM
1515
Bontempo Ohly Capital Management
Maryland
$2.31M -$262K -1,620 -11%
CAGAS
1516
Capital Advisory Group Advisory Services
Minnesota
$2.31M +$2.75K +17 +0.1%
MC
1517
Martin & Co
Tennessee
$2.3M +$29.4K +182 +1%
NPP
1518
New Potomac Partners
Maryland
$2.3M -$7.27K -45 -0.3%
OAM
1519
Ostrum Asset Management
France
$2.3M +$477K +2,953 +28%
SC
1520
Settian Capital
New York
$2.29M – – –
9WM
1521
9258 Wealth Management
Ohio
$2.29M +$51.5K +319 +2%
BC
1522
Belmont Capital
California
$2.29M +$2.19M +13,571 +135,710%
CASB
1523
Cape Ann Savings Bank
Massachusetts
$2.29M -$17.8K -110 -0.8%
TAM
1524
Titleist Asset Management
Texas
$2.28M +$132K +816 +6%
HAM
1525
Hedges Asset Management
Nevada
$2.28M – – –
59 60
61
62 63

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.