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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
Swedbank
176
Swedbank
Sweden
$90.1M +$66.7K +413 +0.1%
FWCM
177
Ferguson Wellman Capital Management
Oregon
$89.7M -$885K -5,477 -1%
HNB
178
Huntington National Bank
Ohio
$89.2M -$4.57M -28,323 -5%
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$87.8M +$1.35M +8,343 +2%
SMDAM
180
Sumitomo Mitsui DS Asset Management
Japan
$87.3M +$2.5M +15,494 +3%
CFB
181
Cullen/Frost Bankers
Texas
$87M -$893K -5,530 -1%
JAM
182
Jupiter Asset Management
United Kingdom
$86.8M +$83.2M +515,016 New
ASRS
183
Arizona State Retirement System
Arizona
$86.6M -$154K -952 -0.2%
Bank of Nova Scotia
184
Bank of Nova Scotia
Ontario, Canada
$86.3M +$3.27M +20,250 +4%
CAI
185
Capital Advisors Inc
Oklahoma
$85.2M +$5.71M +35,358 +8%
Aberdeen Group
186
Aberdeen Group
United Kingdom
$84.9M -$1.72M -10,649 -2%
FWIA
187
Fort Washington Investment Advisors
Ohio
$84.6M -$4.87M -30,140 -6%
GIA
188
Gateway Investment Advisers
Ohio
$84.4M +$21.8K +135 +0%
SOMRS
189
State of Michigan Retirement System
Michigan
$82M +$1.16M +7,200 +2%
ORIO
190
Old Republic International (ORI)
Illinois
$82M -$7.53M -46,600 -9%
WorldQuant Millennium Advisors
191
WorldQuant Millennium Advisors
New York
$81.8M -$4.93M -30,498 -6%
KBC Group
192
KBC Group
Belgium
$81.1M +$2.67M +16,507 +4%
MML Investors Services
193
MML Investors Services
Massachusetts
$81M +$3.86M +23,891 +5%
Lord, Abbett & Co
194
Lord, Abbett & Co
New Jersey
$80.2M +$15.2M +94,000 +25%
Rafferty Asset Management
195
Rafferty Asset Management
New York
$79.7M -$8.68M -53,734 -10%
BPA
196
Beacon Pointe Advisors
California
$79M +$49.6M +307,326 +191%
Mirae Asset Global Investments
197
Mirae Asset Global Investments
South Korea
$78.8M +$4.73M +29,287 +7%
AWM
198
AE Wealth Management
Kansas
$78.3M +$6.15M +38,079 +9%
BNP Paribas Asset Management
199
BNP Paribas Asset Management
France
$77.4M +$2.79M +17,264 +4%
SEI Investments
200
SEI Investments
Pennsylvania
$76.9M +$9.6M +59,406 +15%

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.