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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
AAI
2226
American Assets Inc
California
$843K
BB
2227
Bell Bank
North Dakota
$843K +$35.5K +220 +5%
LFM
2228
Lumina Fund Management
New York
$843K
TFA
2229
Triad Financial Advisors
North Carolina
$837K +$33.9K +210 +4%
RWM
2230
Revisor Wealth Management
Ohio
$836K +$521K +3,224 +186%
LAIC
2231
Lederer & Associates Investment Counsel
California
$835K +$74.9K +464 +10%
EBWM
2232
Eagle Bluffs Wealth Management
Missouri
$834K +$799K +4,944 New
FH
2233
FWG Holdings
Florida
$830K +$63K +390 +9%
VW
2234
Vance Wealth
California
$823K +$251K +1,555 +47%
ACP
2235
Aviance Capital Partners
Florida
$822K -$69.8K -432 -8%
JHP
2236
James Hambro & Partners
United Kingdom
$820K +$7.27K +45 +0.9%
VC
2237
Veracity Capital
Georgia
$819K +$30.5K +189 +4%
TWA
2238
Talisman Wealth Advisors
New Jersey
$819K -$51.7K -320 -6%
SFS
2239
Strategic Financial Services
New York
$817K -$80.8K -500 -9%
JWWM
2240
Johnson & White Wealth Management
Pennsylvania
$816K +$782K +4,839 New
MCM
2241
Mendel Capital Management
Arkansas
$816K -$646 -4 -0.1%
HEIP
2242
Hudson Edge Investment Partners
New Jersey
$814K
BBNB
2243
Baker Boyer National Bank
Washington
$813K -$245K -1,515 -24%
OWA
2244
Opal Wealth Advisors
New York
$812K +$84.6K +524 +12%
SIS
2245
Sound Income Strategies
Florida
$812K +$176K +1,092 +29%
CCA
2246
Cottonwood Capital Advisors
Utah
$811K +$61.7K +382 +9%
QC
2247
Quent Capital
New York
$809K +$485 +3 +0.1%
JC
2248
JB Capital
Connecticut
$809K +$29.1K +180 +4%
HIA
2249
HTG Investment Advisors
Connecticut
$807K +$3.07K +19 +0.4%
EBSAM
2250
Eubel Brady & Suttman Asset Management
Ohio
$804K +$4.52K +28 +0.6%

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.