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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
BIA
2151
Benchmark Investment Advisors
Illinois
$931K -$506K -3,135 -36%
MWM
2152
Merriman Wealth Management
Washington
$929K -$175K -1,086 -16%
BMCM
2153
Burns Matteson Capital Management
New York
$928K +$623K +3,859 +235%
HJGA
2154
Hardman Johnston Global Advisors
Connecticut
$927K
CF
2155
Copperwynd Financial
Arizona
$926K -$23.9K -148 -3%
AAM
2156
AMI Asset Management
California
$926K +$887K +5,493 New
NLP
2157
Next Level Private
New York
$926K
RIG
2158
Renaissance Investment Group
Massachusetts
$926K -$13.6K -84 -2%
ECM
2159
Elgethun Capital Management
South Dakota
$923K +$115K +714 +15%
W
2160
Wealthquest
Ohio
$921K +$267K +1,652 +43%
W
2161
WorthPointe
California
$920K +$66.2K +410 +8%
WDG
2162
Wealth Dimensions Group
Ohio
$919K +$2.91K +18 +0.3%
BCA
2163
Bray Capital Advisors
Florida
$918K +$24.9K +154 +3%
FWA
2164
FSM Wealth Advisors
Ohio
$914K +$33.4K +207 +4%
FSWA
2165
Financial Synergies Wealth Advisors
Texas
$914K +$288K +1,781 +49%
BWCS
2166
Beirne Wealth Consulting Services
Connecticut
$913K
EIA
2167
Edgemoor Investment Advisors
Maryland
$913K -$32K -198 -4%
SAM
2168
Seelaus Asset Management
New Jersey
$911K -$636K -3,937 -42%
MFWP
2169
Mosaic Family Wealth Partners
Missouri
$909K +$3.55K +22 +0.4%
BCM
2170
BluePath Capital Management
Georgia
$905K +$867K +5,367 New
TWP
2171
Total Wealth Planning
Ohio
$901K +$13.6K +84 +2%
WBC
2172
Westpac Banking Corp
Australia
$901K +$688K +4,262 +394%
CAM
2173
CPA Asset Management
Florida
$901K +$1.78K +11 +0.2%
SEP
2174
Southland Equity Partners
Missouri
$901K +$37.8K +234 +5%
VSQM
2175
V-Square Quantitative Management
Illinois
$901K +$189K +1,168 +28%

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.