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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
HFRG
2426
Houlihan Financial Resource Group
Virginia
$661K +$686K +4,246 New
SFG
2427
Sovereign Financial Group
Connecticut
$659K -$99K -613 -14%
GWS
2428
Glassman Wealth Services
Virginia
$658K +$26.2K +162 +4%
KC
2429
Kades & Cheifetz
Pennsylvania
$656K +$7.59K +47 +1%
GWM
2430
Greenwich Wealth Management
Connecticut
$656K +$23.7K +147 +4%
RGC
2431
Roberts, Glore & Co
Illinois
$656K -$2.42K -15 -0.4%
PFG
2432
Prosperity Financial Group
California
$653K -$51.4K -318 -8%
D
2433
Diversified
Delaware
$653K +$72.7K +450 +13%
WCM
2434
Washburn Capital Management
Florida
$652K -$5.01K -31 -0.8%
LAM
2435
Lakewood Asset Management
Illinois
$652K +$24.2K +150 +4%
NJBEST
2436
New Jersey Better Educational Savings Trust
New Jersey
$651K
FHC
2437
First Heartland Consultants
Missouri
$651K +$3.55K +22 +0.6%
XWM
2438
Xcel Wealth Management
Florida
$651K -$119K -737 -16%
PBT
2439
Pictet Bank & Trust
Bahamas
$651K
SIC
2440
Sterling Investment Counsel
New York
$651K -$6.14K -38 -1%
MCA
2441
Maryland Capital Advisors
Maryland
$650K
BWP
2442
Bernardo Wealth Planning
Pennsylvania
$650K +$7.43K +46 +1%
JWM
2443
Janiczek Wealth Management
Colorado
$650K +$87.7K +543 +16%
VDBMI
2444
Van Den Berg Management I
Texas
$647K +$381K +2,359 +159%
CIA
2445
Cladis Investment Advisory
Montana
$647K -$48.5K -300 -7%
RSS
2446
Rosenblum Silverman Sutton
California
$646K
GAAM
2447
Guinness Atkinson Asset Management
California
$644K -$26.3K -163 -4%
WF
2448
Whelan Financial
California
$643K +$331K +2,052 +117%
SFI
2449
SPC Financial Inc
Maryland
$641K +$28.8K +178 +5%
SI
2450
SCP Investment
California
$641K +$614K +3,800 New

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.