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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
SL
2326
Salomon & Ludwin
Virginia
$740K -$2.1K -13 -0.3%
RCG
2327
Rock Creek Group
District of Columbia
$739K -$298K -1,847 -30%
HA
2328
Harbor Advisors
Florida
$737K
AA
2329
AF Advisors
California
$737K -$1.61K -10 -0.2%
HCM
2330
Hutner Capital Management
Vermont
$737K +$706K +4,368 New
B
2331
Bridgeworth
Alabama
$736K -$12.1K -75 -2%
WWMSC
2332
Wagner Wealth Management (South Carolina)
South Carolina
$736K +$20.5K +127 +3%
AIS
2333
American Investment Services
Massachusetts
$736K -$1.65M -10,229 -70%
SFS
2334
Stiles Financial Services
Minnesota
$734K +$7.11K +44 +1%
FAT
2335
First American Trust
California
$733K +$100K +621 +17%
AI
2336
Accredited Investors
Minnesota
$733K +$28.6K +177 +4%
SNB
2337
Security National Bank
Nebraska
$732K -$356K -2,202 -34%
LC
2338
Lavaca Capital
Texas
$731K -$199K -1,235 -22%
CPW
2339
Crestmont Private Wealth
Texas
$731K
NRW
2340
Nova R Wealth
Kansas
$729K +$4.68K +29 +0.7%
HCMG
2341
Howard Capital Management Group
California
$727K +$38.1K +236 +6%
NPA
2342
Nichols & Pratt Advisers
Massachusetts
$727K
LFG
2343
Larson Financial Group
Missouri
$726K -$111K -690 -14%
SA
2344
SRN Advisors
Pennsylvania
$725K -$2.58K -16 -0.4%
ECM
2345
Exchange Capital Management
Michigan
$725K -$21.8K -135 -3%
DWM
2346
Defined Wealth Management
Oregon
$724K +$7.43K +46 +1%
AO
2347
Advisor OS
Illinois
$722K +$25.5K +158 +4%
OFG
2348
Oxford Financial Group
Indiana
$722K -$107K -664 -13%
CC
2349
Cornerstone Capital
California
$722K
CC
2350
Corton Capital
Ontario, Canada
$721K +$54.6K +338 +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.