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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
GFP
1951
Gryphon Financial Partners
Ohio
$1.24M +$123K +762 +12%
PCP
1952
Proficio Capital Partners
Massachusetts
$1.24M -$136K -845 -10%
SWP
1953
Strategic Wealth Partners
Ohio
$1.24M -$198K -1,223 -14%
PWSG
1954
Pacific Wealth Strategies Group
California
$1.23M +$585K +3,623 +98%
BA
1955
Bridgewater Associates
Connecticut
$1.23M -$22M -135,941 -95%
ADIM
1956
Alpha DNA Investment Management
Maryland
$1.23M +$110K +680 +10%
MRCM
1957
M&R Capital Management
New Jersey
$1.23M +$17.4K +108 +2%
AA
1958
Advisory Alpha
Michigan
$1.23M -$414K -2,566 -26%
ASBI
1959
American State Bank (Iowa)
Iowa
$1.23M -$17.1K -106 -1%
VF
1960
Vista Finance
Missouri
$1.23M +$1.17M +7,274 New
CP
1961
Covenant Partners
Tennessee
$1.22M -$14.9K -92 -1%
DFS
1962
Dixon Fnancial Services
California
$1.22M +$20.7K +128 +2%
FPB
1963
First PREMIER Bank
South Dakota
$1.22M -$24.2K -150 -2%
SW
1964
SkyOak Wealth
Michigan
$1.21M +$67K +415 +6%
SAM
1965
Synergy Asset Management
Washington
$1.21M +$1.16M +7,194 New
PFA
1966
Pure Financial Advisors
California
$1.21M -$18.7K -116 -2%
WCM
1967
Windsor Capital Management
Arizona
$1.21M
PK
1968
Pflug Koory
Nebraska
$1.21M +$2.58K +16 +0.2%
CA
1969
Carson Advisory
Georgia
$1.21M +$234K +1,449 +25%
MCC
1970
Money Concepts Capital
Florida
$1.2M +$63.2K +391 +6%
FIB
1971
First Interstate Bank
Montana
$1.2M -$18.9K -117 -2%
LAS
1972
Lloyd Advisory Services
Georgia
$1.2M +$1.15M +7,105 New
NG
1973
Norden Group
Utah
$1.2M +$1.15M +7,105 New
PP
1974
PDS Planning
Ohio
$1.19M +$21.8K +135 +2%
CBA
1975
Coastal Bridge Advisors
Connecticut
$1.19M -$72.2K -447 -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.