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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
LIA
2126
LBMC Investment Advisors
Tennessee
$953K +$13.6K +84 +1%
WCG
2127
Weaver Consulting Group
California
$953K -$58.3K -361 -6%
ARMT
2128
Amica Retiree Medical Trust
Rhode Island
$951K
CAM
2129
Costello Asset Management
Pennsylvania
$951K +$299K +1,850 +49%
CIA
2130
Compass Ion Advisors
Pennsylvania
$949K +$909K +5,630 New
SC
2131
Shay Capital
New York
$948K +$909K +5,625 New
Harris Associates
2132
Harris Associates
Illinois
$947K +$608K +3,766 +204%
JSC
2133
Jackson Square Capital
California
$946K +$121K +748 +15%
IA
2134
Inspire Advisors
Idaho
$946K +$16.5K +102 +2%
LAM
2135
L2 Asset Management
Massachusetts
$945K -$757K -4,685 -95%
IIC
2136
Integrated Investment Consultants
Michigan
$945K -$131K -811 -13%
MCIA
2137
Mountain Capital Investment Advisors
Colorado
$943K -$875K -5,418 -45%
SWMP
2138
Signature Wealth Management Partners
New Jersey
$943K
NCM
2139
NCM Capital Management
New Jersey
$940K -$162 -1 -0%
BCM
2140
Blume Capital Management
California
$939K
CAM
2141
Cozad Asset Management
Illinois
$938K +$969 +6 +0.1%
WAM
2142
WFA Asset Management
Wisconsin
$938K +$53K +328 +6%
EA
2143
Emerald Advisors
Washington
$937K +$466K +2,882 +108%
OPTFSNA
2144
Old Point Trust & Financial Services N A
Virginia
$936K
WAL
2145
W Advisors LLC
Tennessee
$936K +$5.82K +36 +0.7%
CNBT
2146
Cornerstone National Bank & Trust
Illinois
$936K -$13.7K -85 -2%
SQA
2147
Simon Quick Advisors
New Jersey
$936K +$52.7K +326 +6%
TNB
2148
Thomasville National Bank
Georgia
$936K -$91.1K -564 -9%
FFC
2149
First Financial Corp
Indiana
$935K +$295K +1,827 +49%
PCMC
2150
Paragon Capital Management (Colorado)
Colorado
$932K +$260K +1,610 +41%

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.