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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
SMG
2301
Smart Money Group
Texas
$757K +$41.3K +256 +6%
ICM
2302
IMS Capital Management
Oregon
$757K
AP
2303
Adero Partners
California
$756K +$1.29K +8 +0.2%
BRA
2304
Biechele Royce Advisors
Indiana
$755K +$26.8K +166 +4%
CHA
2305
Carmichael Hill & Associates
Maryland
$753K +$1.45K +9 +0.2%
MIA
2306
Milestone Investment Advisors
Wisconsin
$753K +$721K +4,464 New
JLBC
2307
J.L. Bainbridge & Co
Florida
$753K +$5.49K +34 +0.8%
BA
2308
Ballew Advisors
Mississippi
$752K +$1.61K +10 +0.2%
SAF
2309
Smith Anglin Financial
Texas
$751K -$25.8K -160 -3%
RMSCM
2310
R.M. Sincerbeaux Capital Management
New York
$750K
NRC
2311
New Republic Capital
North Carolina
$750K +$95K +588 +15%
KWM
2312
Kolinsky Wealth Management
New Jersey
$750K -$646 -4 -0.1%
MPW
2313
Monterey Private Wealth
California
$748K -$27K -167 -4%
NWM
2314
Northwest Wealth Management
Iowa
$748K +$8.88K +55 +1%
HFAS
2315
Hummer Financial Advisory Services
Illinois
$747K
APWM
2316
Atlas Private Wealth Management
New York
$747K -$10.2K -63 -1%
MCM
2317
McRae Capital Management
New Jersey
$746K +$308K +1,906 +76%
MSCM
2318
McElhenny Sheffield Capital Management
Texas
$745K
SA
2319
Syntax Advisors
New York
$744K -$34.1K -211 -5%
VCG
2320
Vantage Consulting Group
Virginia
$744K -$34.1K -211 -5%
CM
2321
Cercano Management
Washington
$743K
SFG
2322
Sterling Financial Group
California
$742K +$6.95K +43 +1%
CFO
2323
Callan Family Office
Pennsylvania
$741K
PCIG
2324
Partners Capital Investment Group
Massachusetts
$740K +$428K +2,649 +152%
TIM
2325
Tortoise Investment Management
New York
$740K +$2.26K +14 +0.3%

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.