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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
FC
2601
Fusion Capital
South Carolina
$453K +$37.8K +236 +9%
PWA
2602
Physician Wealth Advisors
Utah
$452K -$1.6K -10 -0.3%
AWAU
2603
Alliance Wealth Advisors (Utah)
Utah
$451K +$9.14K +57 +2%
BMD
2604
Better Money Decisions
New Mexico
$451K
AC
2605
Avant Capital
Louisiana
$450K -$85.1K -531 -16%
KIG
2606
Kennedy Investment Group
New Jersey
$446K +$36.7K +229 +9%
SWA
2607
Sax Wealth Advisors
New Jersey
$445K
ESCM
2608
Echo Street Capital Management
New York
$444K +$210K +1,311 +87%
BBWP
2609
Beacon Bridge Wealth Partners
Pennsylvania
$444K -$25.8K -161 -5%
PS
2610
Planned Solutions
California
$444K +$321 +2 +0.1%
ACM
2611
AUA Capital Management
Pennsylvania
$443K -$10.7K -67 -2%
FI
2612
Financial Insights
Washington
$443K +$5.93K +37 +1%
SVCP
2613
Silicon Valley Capital Partners
California
$441K +$37K +231 +9%
TFCP
2614
Twin Focus Capital Partners
Massachusetts
$441K +$22.8K +142 +5%
SB
2615
Sunflower Bank
Texas
$439K -$21.6K -135 -5%
SC
2616
SRB Corp
Massachusetts
$439K +$87.9K +548 +24%
HFS
2617
Howard Financial Services
Texas
$439K +$22K +137 +5%
AC
2618
ASB Consultores
Florida
$438K +$13.8K +86 +3%
SFS
2619
Summit Financial Strategies
Ohio
$437K +$9.3K +58 +2%
AFT
2620
Alpha Family Trust
California
$437K -$161K -1,005 -27%
RCM
2621
Requisite Capital Management
Texas
$437K
FA
2622
Financial Advisors
Massachusetts
$434K -$4.49K -28 -1%
TCM
2623
Towercrest Capital Management
Pennsylvania
$433K +$36.1K +225 +9%
BC
2624
Bridgefront Capital
Texas
$433K +$441K +2,749 New
T
2625
TNF
Montana
$430K

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.