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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
SWIM
2201
Smallwood Wealth Investment Management
New Jersey
$874K +$162 +1 +0%
PA
2202
Perennial Advisors
New York
$871K +$162 +1 +0%
GAM
2203
Gemmer Asset Management
California
$871K -$18.4K -114 -2%
JDR
2204
Jay D. Rosenbaum
$870K +$11.3K +70 +1%
TWD
2205
True Wealth Design
Ohio
$870K +$822K +5,092 +7,600%
PAG
2206
Powers Advisory Group
Illinois
$869K +$8.08K +50 +1%
LFM
2207
LGT Fund Management
Liechtenstein
$869K +$842K +5,215 New
BT
2208
Brandywine Trust
Delaware
$865K
JGIA
2209
Jackson Grant Investment Advisers
Connecticut
$862K +$4.04K +25 +0.5%
LCM
2210
Leisure Capital Management
California
$861K -$15.3K -95 -2%
JSL
2211
JT Stratford LLC
Georgia
$860K -$18.9K -117 -2%
CG
2212
Corundum Group
Colorado
$860K -$168K -1,039 -17%
CA
2213
Claar Advisors
New York
$860K +$24.2K +150 +3%
HA
2214
HC Advisors
Georgia
$859K +$236K +1,461 +40%
PWM
2215
PBMares Wealth Management
Virginia
$859K -$6.78K -42 -0.8%
VCM
2216
Versant Capital Management
Arizona
$858K +$73.2K +453 +10%
RPWA
2217
Regent Peak Wealth Advisors
Georgia
$857K +$11K +68 +1%
EIG
2218
Ellenbecker Investment Group
Wisconsin
$854K
OF
2219
Outfitter Financial
Maine
$851K +$23.9K +148 +3%
WI
2220
Wedgewood Investors
Pennsylvania
$851K
SC
2221
Sierra Capital
Florida
$847K -$49.4K -306 -6%
GAA
2222
Global Assets Advisory
Florida
$846K +$252K +1,561 +45%
GWAM
2223
Guardian Wealth Advisors (Minnesota)
Minnesota
$845K -$5.82K -36 -0.7%
PPWM
2224
Paragon Private Wealth Management
Kentucky
$845K +$48.3K +299 +6%
OIM
2225
Opus Investment Management
Massachusetts
$843K -$4.75M -29,400 -85%

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.