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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
GG
1601
Gleason Group
Kentucky
$2.06M +$17.6K +109 +0.9%
CAS
1602
Coppell Advisory Solutions
Texas
$2.06M -$59.8K -370 -3%
AFM
1603
Armstrong Fleming & Moore
District of Columbia
$2.05M
BIM
1604
Baldwin Investment Management
Pennsylvania
$2.05M -$808 -5 -0%
AWC
1605
Abundance Wealth Counselors
Pennsylvania
$2.05M +$1.96M +12,145 New
MPPW
1606
Mitchell & Pahl Private Wealth
Oklahoma
$2.04M +$89.2K +552 +5%
PL
1607
Parthenon LLC
Kentucky
$2.04M
TWM
1608
TriaGen Wealth Management
California
$2.04M
NSAM
1609
North Star Asset Management
Wisconsin
$2.04M -$4.85K -30 -0.2%
WCM
1610
Weik Capital Management
Pennsylvania
$2.04M -$56.5K -350 -3%
PSCM
1611
Per Stirling Capital Management
Texas
$2.04M +$31.8K +197 +2%
WPC
1612
Wedmont Private Capital
Pennsylvania
$2.04M +$158K +976 +9%
NP
1613
NorthRock Partners
Minnesota
$2.04M +$121K +750 +7%
LWA
1614
Lineweaver Wealth Advisors
Ohio
$2.04M +$882K +5,459 +83%
UCI
1615
Uncommon Cents Investing
Wisconsin
$2.04M +$40.4K +250 +2%
STC
1616
Sarah T. Connolly
$2.03M -$102K -631 -5%
MKC
1617
M. Kraus & Co
Vermont
$2.03M -$5.65K -35 -0.3%
JHCP
1618
Jackson Hole Capital Partners
Oklahoma
$2.03M -$190K -1,177 -9%
GC
1619
Gratus Capital
Georgia
$2.03M +$44.4K +275 +2%
BMO
1620
Beck Mack & Oliver
New York
$2.02M +$240K +1,484 +14%
SACTSONJ
1621
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.02M
TPA
1622
Trivium Point Advisory
Connecticut
$2.02M -$23.7K -147 -1%
WE
1623
Wealth Effects
Massachusetts
$2.02M -$5.33K -33 -0.3%
CCM
1624
Cox Capital Management
Massachusetts
$2.02M +$294K +1,818 +18%
LFA
1625
Legacy Financial Advisors
Kentucky
$2.01M +$142K +879 +8%

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.