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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$27.3B +$74M +458,080 +0.3%
BlackRock
2
BlackRock
New York
$21.1B +$55.1M +341,324 +0.3%
State Street
3
State Street
Massachusetts
$20.9B +$529M +3,273,796 +3%
Berkshire Hathaway
4
Berkshire Hathaway
Nebraska
$18.6B -$2.08B -12,871,831 -10%
Morgan Stanley
5
Morgan Stanley
New York
$5.76B +$363M +2,244,995 +7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.69B +$201M +1,247,401 +4%
Bank of America
7
Bank of America
North Carolina
$4.93B +$316M +1,957,579 +7%
Charles Schwab
8
Charles Schwab
California
$4.06B +$59.6M +368,898 +2%
Northern Trust
9
Northern Trust
Illinois
$3.83B +$92M +569,850 +3%
JP Morgan Chase
10
JP Morgan Chase
New York
$3.71B +$268M +1,657,284 +8%
Wells Fargo
11
Wells Fargo
California
$3B -$5.48M -33,909 -0.2%
Norges Bank
12
Norges Bank
Norway
$2.97B +$73.5M +454,864 +3%
Capital International Investors
13
Capital International Investors
California
$2.92B -$115M -714,133 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.73B -$31.3M -194,028 -1%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$2.58B -$12M -74,301 -0.5%
Ameriprise
16
Ameriprise
Minnesota
$2.5B +$10.1M +62,254 +0.4%
Amundi
17
Amundi
France
$2.38B +$626M +3,878,706 +36%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$2.37B +$44.6M +276,102 +2%
Franklin Resources
19
Franklin Resources
California
$2.33B -$122M -753,892 -5%
Invesco
20
Invesco
Georgia
$2.28B -$38.3M -236,894 -2%
State Farm Mutual Automobile Insurance
21
State Farm Mutual Automobile Insurance
Illinois
$2.25B
Capital Research Global Investors
22
Capital Research Global Investors
California
$2.08B -$50M -309,787 -2%
Legal & General Group
23
Legal & General Group
United Kingdom
$1.86B -$58.5M -361,892 -3%
Capital World Investors
24
Capital World Investors
California
$1.82B +$6.38M +39,497 +0.4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.78B +$63.7M +394,108 +4%

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.