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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
CSWM
2276
Cassady Schiller Wealth Management
Ohio
$786K +$21.2K +131 +3%
SIAG
2277
Safeguard Investment Advisory Group
California
$785K -$503K -3,112 -40%
PPG
2278
Peak Planning Group
Colorado
$785K -$42.8K -265 -5%
NRD
2279
Nebula Research & Development
New York
$783K +$750K +4,641 New
IFWM
2280
Institute for Wealth Management
Colorado
$781K -$3.88K -24 -0.5%
SCM
2281
Sterneck Capital Management
Missouri
$780K -$26.5K -164 -3%
NED
2282
Nancy E. Dempze
$779K +$48.5K +300 +7%
TNAM
2283
Terra Nova Asset Management
New York
$776K
C
2284
CEDRUS
Colorado
$774K +$62.7K +388 +9%
SOS
2285
Silver Oak Securities
Tennessee
$773K -$385K -2,383 -34%
BFPW
2286
BOK Financial Private Wealth
Colorado
$771K -$5.65K -35 -0.8%
BWA
2287
Blodgett Wealth Advisors
California
$770K +$162 +1 +0%
LA
2288
Latitude Advisors
Florida
$769K +$36.5K +226 +5%
LWM
2289
LJI Wealth Management
Indiana
$766K +$8.24K +51 +1%
ACM
2290
Absolute Capital Management
Pennsylvania
$765K +$733K +4,537 New
TLA
2291
Tanglewood Legacy Advisors
Texas
$765K
RWA
2292
Rainsberger Wealth Advisors
Colorado
$764K -$10.8K -67 -1%
SGWM
2293
Sterling Group Wealth Management
California
$763K +$85.4K +529 +13%
TIM
2294
Tevis Investment Management
Texas
$762K
CCIA
2295
Cherry Creek Investment Advisors
Colorado
$761K +$39.2K +243 +6%
AA
2296
Addison Advisors
Vermont
$761K +$27.6K +171 +4%
PGF
2297
Plan Group Financial
Oklahoma
$761K -$164K -1,014 -18%
BIA
2298
Barry Investment Advisors
Massachusetts
$760K +$1.45K +9 +0.2%
FPGK
2299
Financial Partners Group (Kansas)
Kansas
$758K -$41.2K -255 -5%
MAG
2300
MRA Advisory Group
New Jersey
$758K -$72.7K -450 -9%

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.