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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
OIA
2026
Optimum Investment Advisors
Illinois
$1.11M -$54.8K -339 -5%
MIM
2027
Merrion Investment Management
New Jersey
$1.11M -$115K -710 -10%
CBFP
2028
Cedar Brook Financial Partners
Ohio
$1.11M -$2.1K -13 -0.2%
EFG
2029
Everhart Financial Group
Ohio
$1.11M +$77.9K +482 +8%
AIM
2030
Arcadia Investment Management
Michigan
$1.1M
JGUA
2031
John G. Ullman & Associates
New York
$1.1M -$10.7K -66 -1%
PCA
2032
Pallas Capital Advisors
Massachusetts
$1.1M +$903K +5,592 +290%
PWA
2033
Provenance Wealth Advisors
Florida
$1.1M +$1.05M +6,502 New
AIA
2034
Alera Investment Advisors
Illinois
$1.09M +$10.8K +67 +1%
MCA
2035
Millennium Capital Advisors
Arkansas
$1.09M +$27.9K +173 +3%
AIA
2036
Angeles Investment Advisors
California
$1.09M -$61.1K -378 -6%
AA
2037
AlphaQ Advisors
Florida
$1.09M -$16.6K -103 -2%
KCPG
2038
Kavar Capital Partners Group
Kansas
$1.09M +$229K +1,416 +28%
WKWM
2039
Walter & Keenan Wealth Management
Indiana
$1.09M -$30.7K -190 -3%
V
2040
ViaWealth
Kansas
$1.09M
LMKC
2041
L.M. Kohn & Company
Ohio
$1.09M +$3.55K +22 +0.3%
MCM
2042
Manchester Capital Management
Vermont
$1.08M +$17.4K +108 +2%
DF
2043
Donoghue Forlines
Massachusetts
$1.08M +$20.2K +125 +2%
OWM
2044
OneAscent Wealth Management
Alabama
$1.08M +$1.04M +6,428 New
CBT
2045
Central Bank & Trust
Kentucky
$1.08M -$22.9K -142 -2%
GWSG
2046
GPS Wealth Strategies Group
Colorado
$1.08M +$13.4K +83 +1%
CWM
2047
CCG Wealth Management
California
$1.08M +$1.03M +6,394 New
WPW
2048
Warther Private Wealth
Ohio
$1.08M -$342K -2,116 -25%
CHA
2049
Cooper/Haims Advisors
New York
$1.07M +$43.1K +267 +4%
KFG
2050
Kingdom Financial Group
Arizona
$1.07M +$146K +903 +17%

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.