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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
Allspring Global Investments
201
Allspring Global Investments
North Carolina
$76.4M -$3.01M -18,610 -4%
KCM
202
Kornitzer Capital Management
Kansas
$76.1M +$78.5K +486 +0.1%
ACM
203
Advisors Capital Management
New Jersey
$75.9M +$4.45M +27,579 +7%
AB
204
Amalgamated Bank
New York
$75.6M +$89.3K +553 +0.1%
GC
205
Guggenheim Capital
Illinois
$74.6M -$7.81M -48,332 -10%
MIM
206
MetLife Investment Management
New Jersey
$74M -$532K -3,296 -0.7%
QC
207
Quadrature Capital
United Kingdom
$73.8M +$39.1M +241,972 +124%
DLA
208
Douglas Lane & Associates
New York
$73.5M -$1.16M -7,184 -2%
Bank Julius Baer & Co
209
Bank Julius Baer & Co
Switzerland
$73M +$997K +6,175 +1%
NA
210
NewEdge Advisors
Louisiana
$72.2M +$2.42M +14,980 +4%
SBH
211
Segall Bryant & Hamill
Illinois
$71.6M -$2.39M -14,768 -3%
Cambridge Investment Research Advisors
212
Cambridge Investment Research Advisors
Iowa
$71.5M +$1.34M +8,283 +2%
HPC
213
HM Payson & Co
Maine
$71.1M +$680K +4,212 +1%
ELC
214
Edgar Lomax Company
Virginia
$71.1M -$1.23M -7,595 -2%
CAM
215
Congress Asset Management
Massachusetts
$70.7M +$598K +3,702 +0.9%
Nordea Investment Management
216
Nordea Investment Management
Sweden
$70.6M +$1.75M +10,804 +3%
Public Sector Pension Investment Board (PSP Investments)
217
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$70.5M +$8.35M +51,722 +14%
PI
218
PineBridge Investments
New York
$70.4M +$4.48M +27,728 +7%
FMI
219
Factory Mutual Insurance
Massachusetts
$70.1M -$9.69M -60,000 -13%
UB
220
UMB Bank
Missouri
$69.2M -$1.73M -10,704 -3%
CCMG
221
Clark Capital Management Group
Pennsylvania
$69.1M +$651K +4,030 +1%
Man Group
222
Man Group
United Kingdom
$67.2M -$13.2M -81,485 Closed
D.E. Shaw & Co
223
D.E. Shaw & Co
New York
$66.2M -$238M -1,475,032 -79%
EF
224
Empowered Funds
Pennsylvania
$66.1M -$1.22M -7,561 -2%
WF
225
Welch & Forbes
Massachusetts
$66M +$1.57M +9,692 +3%

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.