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Chevron

3,277 hedge funds and large institutions have $205B invested in Chevron in 2023 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 1,484 increasing their positions, 1,267 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 121

17% more repeat investments, than reductions

Existing positions increased: 1,484 | Existing positions reduced: 1,267

14% more call options, than puts

Call options by funds: $3.66B | Put options by funds: $3.2B

0% more funds holding

Funds holding: 3,2663,277 (+11)

1.61% less ownership

Funds ownership: 70.53%68.91% (-1.6%)

6% less capital invested

Capital invested by funds: $218B → $205B (-$12.1B)

25% less funds holding in top 10

Funds holding in top 10: 262197 (-65)

Holders
3,277
Holders Change
+11
Holders Change %
+0.34%
% of All Funds
51.44%
Holding in Top 10
197
Holding in Top 10 Change
-65
Holding in Top 10 Change %
-24.81%
% of All Funds
3.09%
New
163
Increased
1,484
Reduced
1,267
Closed
121
Calls
$3.66B
Puts
$3.2B
Net Calls
+$458M
Net Calls Change
+$266M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
226
STALEY CAPITAL ADVISERS
Pennsylvania
$59.7M +$1.51M +9,400 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
227
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$58.3M +$3.9M +24,335 +7%
GF
228
Gabelli Funds
New York
$58.2M +$465K +2,900 +0.8%
PGFC
229
Peapack-Gladstone Financial Corp
New Jersey
$57.9M -$1.55M -9,693 -3%
Public Sector Pension Investment Board (PSP Investments)
230
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$57.7M -$8.73M -54,450 -13%
TPSF
231
Texas Permanent School Fund
Texas
$57.5M -$860K -5,365 -1%
WT
232
Whittier Trust
California
$56.5M -$3.82M -23,798 -6%
Axa
233
Axa
France
$56.2M -$25.6M -159,624 -31%
CG
234
Colony Group
Massachusetts
$56.2M +$1.22M +7,585 +2%
Assenagon Asset Management
235
Assenagon Asset Management
Luxembourg
$55.9M +$37.3M +232,945 +190%
BTCPP
236
Border to Coast Pensions Partnership
United Kingdom
$55.9M
II
237
IFM Investors
Australia
$55.9M +$879K +5,480 +2%
DnB Asset Management
238
DnB Asset Management
Norway
$55M +$371K +2,311 +0.7%
RCM
239
RNC Capital Management
California
$54.6M -$320K -1,997 -0.6%
CI Investments Inc
240
CI Investments Inc
Ontario, Canada
$54.6M +$268K +1,670 +0.5%
WG
241
Welch Group
Alabama
$54.6M +$463K +2,886 +0.8%
BRWA
242
B. Riley Wealth Advisors
Florida
$54.2M +$35.6M +221,824 +181%
Connor, Clark & Lunn Investment Management (CC&L)
243
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$52.9M +$7.7M +48,050 +17%
YCM
244
Yousif Capital Management
Michigan
$52.6M -$459K -2,866 -0.9%
CSIC
245
Clifford Swan Investment Counsel
California
$52.5M -$322K -2,011 -0.6%
MNG
246
Manning & Napier Group
New York
$52.3M +$12.5M +78,176 +31%
SOADOR
247
State of Alaska Department of Revenue
Alaska
$50.6M -$4.63M -28,874 -8%
KIA
248
KCM Investment Advisors
California
$50.6M -$779K -4,862 -1%
TRSOTSOK
249
Teachers Retirement System of the State of Kentucky
Kentucky
$50.5M -$20M -124,736 -28%
SYBT
250
Stock Yards Bank & Trust
Kentucky
$50M -$451K -2,813 -0.9%

CVX Hedge Fund Activity: Q2 2023 in Review

3,277 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q2 2023, worth a combined $205B — down 5.6% from $218B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new CVX positions and 121 closed out — a net gain of 42 holders — while 1,484 added to existing stakes and 1,267 trimmed.

The largest buyer was Barclays, adding an estimated $318M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.65B.

  • 3,277 institutional investors held Chevron (CVX) as of Q2 2023, up from 3,266 in Q1 2023.
  • Funds reported $205B of Chevron stock for Q2 2023, down 5.6% quarter-over-quarter.
  • 163 funds opened new Chevron positions in Q2 2023 and 121 closed out, a net change of +42 holders.
  • The largest Chevron buyer in Q2 2023 was Barclays, an estimated $318M added.
  • The largest Chevron seller in Q2 2023 was Commonwealth Equity Services, an estimated $1.65B sold.

Based on aggregated 13F filings for Q2 2023.