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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
AWM
2451
Ameliora Wealth Management
Switzerland
$640K +$30.4K +188 +5%
MGIA
2452
Matthew Goff Investment Advisor
Texas
$640K +$162 +1 +0%
BPFA
2453
Barnes Pettey Financial Advisors
Mississippi
$639K -$6.46K -40 -1%
BCMLT
2454
Beacon Capital Management LLC (Tennessee)
Tennessee
$638K
ADBIC
2455
A.D. Beadell Investment Counsel
Wisconsin
$637K +$64.6K +400 +12%
BWA
2456
Bordeaux Wealth Advisors
California
$637K +$23.4K +145 +4%
KAS
2457
KPP Advisory Services
Kentucky
$632K +$606K +3,750 New
AFIA
2458
America First Investment Advisors
Nebraska
$632K
DMBA
2459
Deseret Mutual Benefit Administrators
Utah
$631K -$84.2K -521 -12%
VLC
2460
Van Leeuwen & Company
New Jersey
$630K +$8.4K +52 +1%
EWM
2461
Elite Wealth Management
Washington
$630K -$17K -105 -3%
GG
2462
Golden Green
South Carolina
$630K -$9.85K -61 -2%
RHJA
2463
Rice Hall James & Associates
California
$630K
RWP
2464
Revolve Wealth Partners
New Jersey
$629K +$48.3K +299 +9%
RRA
2465
Round Rock Advisors
Connecticut
$629K -$5.17K -32 -0.9%
CA
2466
Crumly & Associates
Illinois
$628K -$25.7K -159 -4%
WAG
2467
Windsor Advisory Group
Ohio
$627K +$116K +720 +24%
HP
2468
Hyperion Partners
Pennsylvania
$627K +$33.8K +209 +6%
QOP
2469
Quinn Opportunity Partners
Virginia
$626K +$599K +3,710 New
SLT
2470
St Louis Trust
Missouri
$625K
EIP
2471
Ellis Investment Partners
Pennsylvania
$625K -$122K -754 -17%
KA
2472
Klingman & Associates
New York
$624K +$35.4K +219 +6%
TAM
2473
Trillium Asset Management
Massachusetts
$623K +$17.8K +110 +3%
AAP
2474
Arax Advisory Partners
Colorado
$621K -$24.6K -152 -4%
ACA
2475
Affinity Capital Advisors
California
$621K -$5.49K -34 -0.9%

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.