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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
National Bank of Canada
151
National Bank of Canada
Quebec, Canada
$124M -$19.9M -123,306 -14%
BIP
152
Brandes Investment Partners
California
$121M +$5.36M +33,167 +5%
William Blair & Company
153
William Blair & Company
Illinois
$120M +$7.4M +45,801 +7%
WHG
154
Westwood Holdings Group
Texas
$119M +$478K +2,957 +0.4%
Pictet Asset Management
155
Pictet Asset Management
Switzerland
$118M +$113M +696,870 New
LFG
156
Lazard Frères Gestion
France
$117M +$4.44M +27,518 +4%
JIC
157
Johnson Investment Counsel
Ohio
$115M +$6.74M +41,748 +7%
Calamos Advisors
158
Calamos Advisors
Illinois
$113M -$24.2K -150 -0%
Teacher Retirement System of Texas
159
Teacher Retirement System of Texas
Texas
$111M -$4.39M -27,189 -4%
OAC
160
OMERS Administration Corp
Ontario, Canada
$111M
Empower Advisory Group
161
Empower Advisory Group
Colorado
$108M +$12.1M +74,778 +13%
HA
162
Homestead Advisers
Virginia
$107M +$1.61M +9,960 +2%
CI
163
Cincinnati Insurance
Ohio
$107M
CGPCS
164
Capital Group Private Client Services
California
$107M -$15.9M -98,721 -13%
Los Angeles Capital Management
165
Los Angeles Capital Management
California
$105M -$23.6M -145,813 -19%
Assenagon Asset Management
166
Assenagon Asset Management
Luxembourg
$102M +$40.1M +248,043 +70%
CIBC Asset Management
167
CIBC Asset Management
Ontario, Canada
$101M -$246K -1,522 -0.3%
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$99M +$3.71M +22,970 +4%
N
169
Natixis
France
$95.5M +$67M +415,071 +275%
AIG
170
American International Group
New York
$94.1M +$4.28M +26,474 +5%
EHC
171
Everett Harris & Co
California
$92.9M +$2.51M +15,568 +3%
OAM
172
Oppenheimer Asset Management
New York
$92.8M +$10.4M +64,619 +13%
ANRF
173
Adams Natural Resources Fund
Maryland
$91.4M +$678K +4,200 +0.8%
UCFA
174
United Capital Financial Advisors
Texas
$90.5M -$3.85M -23,841 -4%
Creative Planning
175
Creative Planning
Kansas
$90.2M +$5.16M +31,959 +6%

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.