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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
HHAM
1551
HITE Hedge Asset Management
Massachusetts
$2.21M +$2.12M +13,114 New
LSA
1552
Lion Street Advisors
Texas
$2.21M -$299K -1,851 -12%
FAN
1553
Financial Advisors Network
California
$2.21M +$2.11M +13,079 New
HCM
1554
Highlander Capital Management
New Jersey
$2.21M +$187K +1,158 +10%
CFA
1555
CWS Financial Advisors
Michigan
$2.2M +$17.1K +106 +0.8%
Fidelity International
1556
Fidelity International
Bermuda
$2.2M -$11.8M -73,175 -85%
VNIM
1557
Vaughan Nelson Investment Management
Texas
$2.2M
CS
1558
Candriam SCA
Luxembourg
$2.2M -$24.9K -154 -1%
LWM
1559
Laidlaw Wealth Management
New York
$2.19M -$857K -5,307 -29%
HFBOT
1560
Home Federal Bank of Tennessee
Tennessee
$2.19M -$5.01K -31 -0.2%
HI
1561
Hendershot Investments
Virginia
$2.19M -$256K -1,586 -11%
LC
1562
Lindbrook Capital
California
$2.18M +$11.6K +72 +0.6%
CIG
1563
Cascade Investment Group
Colorado
$2.18M +$45.1K +279 +2%
SIA
1564
Schear Investment Advisers
Ohio
$2.18M -$60.4K -374 -3%
MTC
1565
McDaniel Terry & Co
Texas
$2.17M +$576K +3,567 +38%
HKIM
1566
Hayek Kallen Investment Management
Alabama
$2.17M -$14.7K -91 -0.7%
OBWG
1567
Onyx Bridge Wealth Group
New York
$2.16M +$42.8K +265 +2%
TAM
1568
Taurus Asset Management
New York
$2.15M
PFGIA
1569
Patriot Financial Group Insurance Agency
Massachusetts
$2.15M +$629K +3,897 +44%
OWA
1570
Outlook Wealth Advisors
Texas
$2.14M +$103K +639 +5%
TGAM
1571
TBH Global Asset Management
Tennessee
$2.14M +$33.1K +205 +2%
RG
1572
Richelieu Gestion
France
$2.14M -$692K -4,284 -25%
WSC
1573
Wellington Shields & Co
New York
$2.13M +$474K +2,936 +30%
BCA
1574
Bay Colony Advisors
Massachusetts
$2.13M +$969 +6 +0%
CAMG
1575
CWA Asset Management Group
Florida
$2.13M +$320K +1,983 +19%

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.