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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
KC
2176
Kingfisher Capital
North Carolina
$901K +$2.91K +18 +0.3%
GGS
2177
Galvin Gaustad & Stein
Arizona
$898K -$7.27K -45 -0.8%
ACM
2178
Alta Capital Management
Utah
$898K +$51.5K +319 +6%
FMP
2179
Financial Management Professionals
Texas
$898K -$8.4K -52 -1%
Kovitz Investment Group Partners
2180
Kovitz Investment Group Partners
Illinois
$898K -$33.6K -208 -4%
IWM
2181
Integris Wealth Management
California
$897K +$2.91K +18 +0.3%
F4L
2182
Fortune 45 LLC
Louisiana
$894K -$31.2K -193 -4%
AWM
2183
Angeles Wealth Management
California
$892K -$6.62K -41 -0.8%
PCMM
2184
Piedmont Capital Management (Montana)
Montana
$892K -$17.4K -108 -2%
FGA
2185
Fortis Group Advisors
New Jersey
$891K +$194K +1,203 +29%
OCG
2186
Opus Capital Group
Ohio
$890K -$72.8K -451 -8%
ECM
2187
ExodusPoint Capital Management
New York
$889K -$8.52M -52,746 -91%
AAG
2188
Armstrong Advisory Group
Massachusetts
$888K -$646 -4 -0.1%
FG
2189
Foster Group
Iowa
$887K -$64.8K -401 -7%
RZH
2190
Relyea Zuckerberg Hanson
Connecticut
$887K -$10.8K -67 -1%
HBW
2191
Hazlett, Burt & Watson
West Virginia
$886K +$7.27K +45 +0.9%
MM
2192
MQS Management
New York
$885K +$72.4K +448 +9%
IIA
2193
Integral Investment Advisors
California
$882K -$9.69K -60 -1%
SC
2194
Steph & Co
Wisconsin
$879K +$43.1K +267 +5%
TWM
2195
Tanager Wealth Management
United Kingdom
$878K -$226K -1,397 -21%
FDDB
2196
Fidelity D&D Bancorp
Pennsylvania
$877K +$841K +5,204 New
EFG
2197
Ethos Financial Group
Pennsylvania
$876K +$46.2K +286 +6%
OWA
2198
Octavia Wealth Advisors
Ohio
$874K +$146K +904 +21%
CSI
2199
Cross Staff Investments
New York
$874K +$162 +1 +0%
BWM
2200
BCS Wealth Management
Tennessee
$874K +$837K +5,185 New

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.