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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
DLHL
2076
Donald L. Hagan LLC
Florida
$1.04M -$140K -866 -12%
EWM
2077
Edge Wealth Management
New York
$1.04M -$34.6K -214 -3%
TAM
2078
Townsend Asset Management
North Carolina
$1.04M -$63.6K -394 -6%
GWM
2079
Gray Wealth Management
Maine
$1.03M +$69.9K +433 +8%
AC
2080
Avestar Capital
New York
$1.03M +$165K +1,022 +20%
CFO
2081
Collective Family Office
Pennsylvania
$1.03M -$64.4K -399 -6%
FC
2082
Forte Capital
New York
$1.03M +$2.26K +14 +0.2%
EWA
2083
Encompass Wealth Advisors
Oregon
$1.03M -$3.71K -23 -0.4%
SWM
2084
Salvus Wealth Management
New Jersey
$1.02M +$17.6K +109 +2%
AIS
2085
AM Investment Strategies
Tennessee
$1.02M +$323 +2 +0%
AWM
2086
Aberdeen Wealth Management
Illinois
$1.02M
FWTB
2087
First Western Trust Bank
Colorado
$1.02M +$1.13K +7 +0.1%
RIM
2088
RW Investment Management
Idaho
$1.02M
ACM
2089
AlphaStar Capital Management
North Carolina
$1.02M -$126K -778 -11%
SA
2090
SAM Advisors
California
$1.02M +$21.2K +131 +2%
WHRC
2091
W.H. Reaves & Co
New Jersey
$1.01M +$323K +2,000 +50%
AA
2092
Auxano Advisors
Washington
$1.01M +$109K +675 +13%
AWM
2093
Accel Wealth Management
Iowa
$1M +$206K +1,274 +27%
AF
2094
Apexium Financial
Texas
$1M +$5.49K +34 +0.6%
PFT
2095
Providence First Trust
Arizona
$1M +$959K +5,936 New
WCA
2096
Westover Capital Advisors
Delaware
$999K
LWMM
2097
Legacy Wealth Management (Mississippi)
Mississippi
$997K -$9.85K -61 -1%
CCA
2098
Catalyst Capital Advisors
New York
$996K -$241K -1,491 -20%
SWA
2099
SOA Wealth Advisors
New York
$989K +$18.1K +112 +2%
6F
2100
626 Financial
Michigan
$989K +$1.94K +12 +0.2%

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.