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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
ZF
2526
Zhang Financial
Michigan
$519K +$3.21K +20 +0.6%
TFGT
2527
TS Financial Group (TSFG)
Illinois
$519K +$44.2K +276 +9%
TIM
2528
Total Investment Management
Arizona
$517K +$36.1K +225 +7%
BHWM
2529
Beaird Harris Wealth Management
Texas
$517K -$18.9K -118 -3%
PWMG
2530
Pinnacle Wealth Management Group
Michigan
$517K -$16K -100 -3%
LFGO
2531
Legacy Financial Group (Oklahoma)
Oklahoma
$516K +$70.2K +438 +15%
PA
2532
Probity Advisors
Texas
$516K +$525K +3,277 New
OWA
2533
One Wealth Advisors
California
$515K +$27.9K +174 +6%
SAG
2534
Spotlight Asset Group
Illinois
$514K -$10.3K -64 -2%
CWC
2535
Carolinas Wealth Consulting
North Carolina
$512K -$59.8K -373 -2%
SAIG
2536
Semper Augustus Investments Group
Colorado
$512K -$40.2K -251 -7%
FNBOH
2537
First National Bank of Hutchinson
Kansas
$511K -$106K -661 -17%
KBG
2538
Kahn Brothers Group
New York
$511K
OAM
2539
Occidental Asset Management
California
$509K -$17.6K -110 -3%
SOW
2540
State of Wyoming
Wyoming
$508K -$16.4K -102 -3%
PWM
2541
Purus Wealth Management
California
$508K +$4.33K +27 +0.8%
LAM
2542
Lingohr Asset Management
Germany
$507K
LODC
2543
Lanham O'Dell & Company
West Virginia
$507K -$11.2K -70 -2%
MA
2544
MJP Associates
Connecticut
$506K -$51.1K -319 -9%
CWA
2545
CM Wealth Advisors
Ohio
$505K -$1.26M -7,866 -71%
CWM
2546
Campbell Wealth Management
Virginia
$505K +$59.2K +369 +13%
BFG
2547
Berger Financial Group
Minnesota
$504K +$802 +5 +0.2%
HS
2548
Horan Securities
United States
$503K +$277K +1,727 +117%
FRM
2549
Fox Run Management
Connecticut
$502K +$512K +3,193 New
Members Trust
2550
Members Trust
Florida
$502K +$512K +3,193 New

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.