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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
SCM
2651
Silvant Capital Management
Georgia
$411K
AGA
2652
Arkos Global Advisors
Texas
$411K +$13.1K +82 +3%
IWP
2653
Innova Wealth Partners
Pennsylvania
$409K +$22.8K +142 +6%
FA
2654
Faithward Advisors
Pennsylvania
$409K -$315K -1,962 -44%
ACM
2655
Armbruster Capital Management
New York
$408K
WCF
2656
West Coast Financial
California
$408K -$14.4K -90 -3%
AWM
2657
AAF Wealth Management
Massachusetts
$408K +$15.6K +97 +4%
JF
2658
Joule Financial
Kentucky
$407K +$31.7K +198 +8%
NG
2659
NWK Group
California
$407K
LF
2660
Lee Financial
Texas
$406K -$1.28K -8 -0.3%
WB
2661
West Bancorporation
Iowa
$405K +$43K +268 +12%
SCA
2662
Sandy Cove Advisors
Massachusetts
$404K +$412K +2,570 New
SSG
2663
Summit Securities Group
New York
$404K -$113K -702 -21%
GFWA
2664
Grey Fox Wealth Advisors
Delaware
$404K -$167K -1,039 -29%
IWA
2665
IVC Wealth Advisors
Pennsylvania
$403K +$73.1K +456 +22%
CIP
2666
Capital Insight Partners
Arizona
$403K -$113K -705 -22%
CCP
2667
Carmel Capital Partners
California
$403K -$16K -100 -4%
MIA
2668
MMBG Investment Advisors
Florida
$403K
LAS
2669
LWM Advisory Services
Florida
$402K -$38.5K -240 -9%
NECFA
2670
New England Capital Financial Advisors
Connecticut
$401K +$481 +3 +0.1%
AWMG
2671
Alliance Wealth Management Group
New Jersey
$401K +$3.69K +23 +0.9%
DWP
2672
Destiny Wealth Partners
Florida
$400K -$104K -648 -20%
GWP
2673
Gateway Wealth Partners
Wisconsin
$400K +$3.05K +19 +0.8%
QFA
2674
Quantum Financial Advisors
California
$398K
ACM
2675
Advance Capital Management
Michigan
$398K -$13.5K -84 -3%

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.