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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
EWM
2476
Evermay Wealth Management
Virginia
$567K +$36.4K +227 +7%
TAM
2477
Trillium Asset Management
Massachusetts
$564K +$244K +1,524 +74%
CWM
2478
Chemistry Wealth Management
New York
$563K +$85.5K +533 +18%
AIP
2479
Almanack Investment Partners
Pennsylvania
$561K +$240K +1,494 +72%
TWP
2480
Tower Wealth Partners
Pennsylvania
$561K +$2.25K +14 +0.4%
AM
2481
Atwater Malick
Pennsylvania
$559K +$128K +800 +29%
SDH
2482
Sloy Dahl & Holst
Washington
$559K
GCA
2483
Genesee Capital Advisors
New York
$559K -$781K -4,871 -58%
RB
2484
Renasant Bank
Mississippi
$558K -$51.6K -322 -8%
VCM
2485
Vigilant Capital Management
Maine
$557K -$64.1K -400 -10%
C1AG
2486
Client 1st Advisory Group
Florida
$557K +$3.21K +20 +0.6%
PWMG
2487
Provence Wealth Management Group
California
$556K -$7.86K -49 -1%
ORAM
2488
One River Asset Management
Connecticut
$556K -$16.2M -101,038 -97%
RA
2489
Riversedge Advisors
Delaware
$554K +$4.81K +30 +0.9%
QPW
2490
Quantum Private Wealth
Florida
$554K +$247K +1,538 +78%
CCG
2491
Coastwise Capital Group
California
$553K +$40.2K +251 +8%
HP
2492
Hyperion Partners
Pennsylvania
$552K +$802 +5 +0.1%
SCM
2493
Stevens Capital Management
Pennsylvania
$549K +$559K +3,487 New
KA
2494
Klingman & Associates
New York
$548K +$3.53K +22 +0.6%
RK
2495
Rather & Kittrell
Tennessee
$548K +$84K +524 +18%
ODFS
2496
O'Donnell Financial Services
California
$546K -$12.5K -78 -2%
RWS
2497
Resolute Wealth Strategies
Mississippi
$546K -$20.4K -127 -4%
PWP
2498
Pursue Wealth Partners
California
$544K -$80.8K -504 -13%
RW
2499
RVW Wealth
California
$544K -$9.14K -57 -2%
GAA
2500
Global Assets Advisory
Florida
$543K +$160 +1 +0%

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.