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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
EFM
1976
Eley Financial Management
Vermont
$1.19M -$969 -6 -0.1%
DE
1977
Day & Ennis
Georgia
$1.19M -$18.7K -116 -2%
SL
1978
Sentry LLC
Tennessee
$1.18M -$969 -6 -0.1%
BA
1979
Ballast Advisors
Minnesota
$1.18M -$145K -895 -11%
BWM
1980
Baron Wealth Management
Michigan
$1.18M +$13.7K +85 +1%
IPW
1981
Impact Partnership Wealth
Georgia
$1.18M +$853K +5,280 +308%
JWCA
1982
J.W. Coons Advisors
Ohio
$1.18M
AAM
1983
Aureus Asset Management
Massachusetts
$1.18M +$27.5K +170 +2%
GWANC
1984
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.18M +$9.69K +60 +0.9%
MHR
1985
Matthew Hamilton Rosenberg
$1.17M +$25K +155 +2%
NQWM
1986
Northwest Quadrant Wealth Management
Oregon
$1.17M +$48.8K +302 +5%
BWP
1987
Balboa Wealth Partners
Arizona
$1.16M -$15.7K -97 -1%
RFG
1988
RFP Financial Group
Georgia
$1.16M -$215K -1,332 -16%
OP
1989
ORG Partners
Indiana
$1.16M -$704K -4,359 -39%
GFA
1990
Gallagher Fiduciary Advisors
Illinois
$1.16M -$44.3K -274 -4%
SSWM
1991
Sheets Smith Wealth Management
North Carolina
$1.16M +$18.7K +116 +2%
CAM
1992
Campion Asset Management
Virginia
$1.16M
ESBC
1993
E.S. Barr & Co
Kentucky
$1.16M
GTAM
1994
Global Trust Asset Management
Florida
$1.16M +$10.8K +67 +1%
VBCG
1995
Valley Brook Capital Group
Pennsylvania
$1.16M -$238K -1,475 -18%
PWP
1996
Phillips Wealth Planners
Mississippi
$1.15M +$6.95K +43 +0.6%
VFA
1997
Voya Financial Advisors
Connecticut
$1.15M +$54.3K +336 +5%
SF
1998
Summit Financial
New Jersey
$1.15M +$261K +1,618 +31%
CCFP
1999
Charles Carroll Financial Partners
Massachusetts
$1.15M
CIM
2000
CIM Investment Management
Pennsylvania
$1.15M -$25.4K -157 -2%

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.