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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
WB
2251
West Bancorporation
Iowa
$802K +$353K +2,185 +85%
CQS
2252
Credential Qtrade Securities
$801K +$6.46K +40 +0.8%
EIA
2253
Eldridge Investment Advisors
New Hampshire
$801K
WBC
2254
West Branch Capital
Massachusetts
$801K +$1.61K +10 +0.2%
AWA
2255
Aaron Wealth Advisors
Illinois
$799K +$70.6K +437 +10%
GRQ
2256
Gardner Russo & Quinn
Pennsylvania
$798K +$2.1K +13 +0.3%
CF
2257
Clarity Financial
Texas
$797K +$37.6K +233 +5%
PWM
2258
Paulson Wealth Management
Illinois
$797K +$134K +828 +21%
HWA
2259
Heartwood Wealth Advisors
Virginia
$795K -$73.8K -457 -9%
AWA
2260
Amplius Wealth Advisors
Pennsylvania
$795K -$192K -1,190 -20%
LFA
2261
Landmark Financial Advisors
Kentucky
$795K -$2.58K -16 -0.3%
BOM
2262
Bank of Marin
California
$795K +$33.4K +207 +5%
VEA
2263
Virtus ETF Advisers
New York
$794K +$24.4K +151 +3%
AWA
2264
Aletheian Wealth Advisors
Washington
$793K -$53K -328 -7%
GG
2265
Greenwood Gearhart
Arkansas
$793K
AA
2266
Alta Advisers
United Kingdom
$793K
CCM
2267
Carderock Capital Management
Maryland
$791K +$2.75K +17 +0.4%
SHA
2268
Seneca House Advisors
Virginia
$790K
RFMS
2269
RWQ Financial Management Services
Florida
$789K +$755K +4,677 New
WI
2270
WrapManager Inc
California
$788K +$135K +836 +22%
CGA
2271
Crescent Grove Advisors
Illinois
$787K +$2.1K +13 +0.3%
AP
2272
Atwood & Palmer
Missouri
$787K
MWM
2273
Moulton Wealth Management
Washington
$787K
GJIA
2274
Glass Jacobson Investment Advisors
Maryland
$786K +$14.7K +91 +2%
GKWIM
2275
Gerber Kawasaki Wealth & Investment Management
California
$786K +$124K +766 +20%

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.