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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
SFB
2051
STAR Financial Bank
Indiana
$1.07M -$90.9K -563 -8%
AIM
2052
Alhambra Investment Management
Florida
$1.07M -$43.1K -267 -4%
I
2053
InceptionR
California
$1.07M -$12.9K -80 -1%
BC
2054
Barrett & Company
Rhode Island
$1.07M
NP
2055
Ninepoint Partners
Ontario, Canada
$1.07M +$1.02M +6,335 New
DDC
2056
DF Dent & Co
Maryland
$1.07M -$808 -5 -0.1%
NRI
2057
NFP Retirement Inc
California
$1.06M +$33.3K +206 +3%
LIG
2058
Lokken Investment Group
Delaware
$1.06M +$19.1K +118 +2%
LWAM
2059
Legacy Wealth Asset Management
Minnesota
$1.06M +$19.2K +119 +2%
EFL
2060
ERn Financial LLC
Wisconsin
$1.06M +$39.7K +246 +4%
WF
2061
Wayfinding Financial
Washington
$1.06M +$19.1K +118 +2%
FA
2062
Fermata Advisors
California
$1.06M +$1.01M +6,270 New
JMFC
2063
J.M. Forbes & Co
Massachusetts
$1.06M -$3.71K -23 -0.4%
AC
2064
Allstate Corporation
Illinois
$1.06M
PMG
2065
Private Management Group
California
$1.06M +$82.7K +512 +9%
AWS
2066
Aspen Wealth Strategies
Colorado
$1.06M +$20.7K +128 +2%
SWM
2067
Sendero Wealth Management
Texas
$1.05M +$969 +6 +0.1%
VBFG
2068
Vishria Bird Financial Group
Tennessee
$1.05M +$33.6K +208 +3%
IFU
2069
iSAM Funds (UK)
United Kingdom
$1.05M +$1.01M +6,241 New
MC
2070
Maverick Capital
Texas
$1.05M -$316K -1,955 -24%
ERWM
2071
Elk River Wealth Management
Colorado
$1.05M +$69.5K +430 +7%
Massachusetts Financial Services
2072
Massachusetts Financial Services
Massachusetts
$1.05M
SA
2073
Strategic Advocates
Utah
$1.05M +$1M +6,208 New
HBT
2074
Heartland Bank & Trust
Illinois
$1.05M -$19.5K -121 -2%
CSB
2075
City State Bank
Iowa
$1.04M -$4.04K -25 -0.4%

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.