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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
FDS
2576
First Dallas Securities
Texas
$476K
CCIA
2577
Campbell & Co Investment Adviser
Maryland
$475K +$252K +1,571 +108%
AAM
2578
Alphadyne Asset Management
New York
$475K +$484K +3,021 New
TP
2579
Tranquility Partners
Tennessee
$473K +$58.4K +364 +14%
WAG
2580
Windsor Advisory Group
Ohio
$472K
ACM
2581
Aljian Capital Management
Nevada
$472K
WS
2582
Wela Strategies
Georgia
$472K +$641 +4 +0.1%
ACM
2583
Ashford Capital Management
Delaware
$471K
GPI
2584
General Partner Inc
Pennsylvania
$471K
CFD
2585
Creative Financial Designs
Indiana
$470K -$22.9K -143 -5%
CFG
2586
Compton Financial Group
Maryland
$468K
PCA
2587
Prosperity Capital Advisors
Ohio
$467K +$90.6K +565 +23%
GF
2588
Gries Financial
Ohio
$467K
CWM
2589
Cabot Wealth Management
Massachusetts
$467K -$4.97K -31 -1%
HWM
2590
HFR Wealth Management
New York
$467K
PO
2591
Private Ocean
California
$467K +$24K +150 +5%
WCM
2592
Wedge Capital Management
North Carolina
$465K -$65.3K -407 -12%
PWM
2593
Palumbo Wealth Management
New York
$464K +$51.5K +321 +12%
ONST
2594
Old North State Trust
North Carolina
$463K
TA
2595
TFB Advisors
Kansas
$463K +$261K +1,625 +124%
TCWM
2596
Total Clarity Wealth Management
Illinois
$462K -$10.7K -67 -2%
FA
2597
Fountainhead AM
New Jersey
$461K -$6.41K -40 -1%
EFM
2598
E Fund Management
China
$458K -$64.6K -403 -12%
PSFG
2599
Prairie Sky Financial Group
Illinois
$458K +$467K +2,910 New
EG
2600
Ellerson Group
Maryland
$454K

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.