We are live on ! Find out more
CVX icon

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
OW
2626
Olistico Wealth
Oklahoma
$430K +$438K +2,730 New
PP
2627
Pacifica Partners
Canada
$429K -$8.82K -55 -2%
SM
2628
Sciencast Management
New Jersey
$428K +$441K +2,750 New
PIP
2629
Peachtree Investment Partners
Florida
$427K -$90.1K -562 -17%
RIA
2630
Richwood Investment Advisors
Ohio
$427K +$16.2K +101 +4%
ACM
2631
Avalon Capital Management
California
$427K -$160K -1,000 -27%
BEC
2632
Blue Edge Capital
Virginia
$425K
TC
2633
Trilogy Capital
California
$424K +$179K +1,114 +71%
PGAM
2634
Princeton Global Asset Management
New Jersey
$424K
PCMC
2635
Private Capital Management (Colorado)
Colorado
$424K -$68K -424 -14%
SC
2636
Schubert & Co
Texas
$424K -$1.92K -12 -0.4%
ZIMP
2637
Zimmermann Investment Management & Planning
Pennsylvania
$423K +$53.7K +335 +14%
DWM
2638
Denver Wealth Management
Colorado
$422K -$4.65K -29 -1%
EA
2639
Emerald Advisors
Washington
$421K +$106K +662 +33%
AWM
2640
Avitas Wealth Management
California
$421K -$5.13K -32 -1%
NAS
2641
NWF Advisory Services
California
$420K
SCA
2642
Stillwater Capital Advisors
Pennsylvania
$420K
SIC
2643
SFE Investment Counsel
California
$420K +$31.3K +195 +8%
NFSG
2644
Newbridge Financial Services Group
Florida
$415K -$118K -733 -22%
MCC
2645
Malaga Cove Capital
California
$414K -$8.02K -50 -2%
HFP
2646
Holistic Financial Partners
Indiana
$414K -$5.61K -35 -1%
APW
2647
Acima Private Wealth
Virginia
$413K
PWM
2648
Prentice Wealth Management
New York
$413K +$161K +1,002 +62%
SA
2649
SRH Advisors
Kansas
$412K
MFG
2650
Midwest Financial Group
Kansas
$412K -$6.25K -39 -1%

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.