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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
GC
2401
Guidance Capital
Kentucky
$679K -$7.75K -48 -1%
CCG
2402
Coastwise Capital Group
California
$679K +$82.7K +512 +15%
MAWA
2403
Moss Adams Wealth Advisors
Washington
$679K -$55.6K -344 -8%
EWM
2404
Evermay Wealth Management
Virginia
$678K +$68.2K +422 +12%
RLIM
2405
Red Lighthouse Investment Management
New York
$676K +$12.1K +75 +2%
CWM
2406
Castle Wealth Management
Florida
$676K +$55.6K +344 +9%
ZIG
2407
Zullo Investment Group
Pennsylvania
$675K +$44.9K +278 +7%
KFA
2408
Kapstone Financial Advisors
Ohio
$675K +$29.9K +185 +5%
NCMW
2409
Northern Capital Management (Washington)
Washington
$675K -$34.6K -214 -5%
VCS
2410
Vaughan & Co Securities
New Jersey
$674K -$3.71K -23 -0.6%
KC
2411
Kenfarb & Co
Kentucky
$674K
PCM
2412
Perritt Capital Management
Illinois
$674K -$808 -5 -0.1%
WPA
2413
Winning Points Advisors
Florida
$673K -$117K -726 -16%
HCA
2414
Horan Capital Advisors
Ohio
$672K +$10.2K +63 +2%
RI
2415
RWWM Inc
California
$672K +$14.4K +89 +2%
PWMG
2416
Provence Wealth Management Group
California
$672K +$73K +452 +13%
SAM
2417
Summit Asset Management
Tennessee
$670K
BWM
2418
Baystate Wealth Management
Massachusetts
$669K +$19.5K +121 +3%
COCM
2419
Charter Oak Capital Management
New Hampshire
$668K -$43.6K -270 -6%
SSWM
2420
Strait & Sound Wealth Management
California
$667K +$639K +3,955 New
BWM
2421
Birchcreek Wealth Management
Ohio
$667K -$11K -68 -2%
BCFD
2422
Boit C.F. David
$666K
DWM
2423
Dorchester Wealth Management
Quebec, Canada
$666K
WMG
2424
WESCAP Management Group
California
$664K +$252K +1,563 +66%
CFA
2425
Capstone Financial Advisors
Illinois
$663K +$35.2K +218 +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.