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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
EWM
2676
Elevatus Welath Management
New York
$397K +$404K +2,521 New
TFF
2677
The Family Firm
Maryland
$397K +$2.89K +18 +0.7%
SPWM
2678
Straight Path Wealth Management
Michigan
$397K +$82.4K +514 +26%
MCM
2679
McRae Capital Management
New Jersey
$396K -$3.53K -22 -0.9%
PWAC
2680
Private Wealth Advisors (California)
California
$395K -$19.1K -119 -5%
RCWM
2681
Royal Capital Wealth Management
Indiana
$395K -$29.7K -185 -7%
WFAG
2682
Worth Financial Advisory Group
North Carolina
$395K -$11.2K -70 -3%
BF
2683
Brogan Financial
Tennessee
$394K +$641 +4 +0.2%
MWP
2684
Madison Wealth Partners
Wisconsin
$394K +$16K +100 +4%
DMC
2685
Drexel Morgan & Co
Pennsylvania
$393K
FFG
2686
Frisch Financial Group
New York
$392K -$62K -387 -13%
UCB
2687
United Community Bank
South Carolina
$392K +$75.4K +470 +23%
RP
2688
Riverwater Partners
Wisconsin
$391K +$481 +3 +0.1%
PCM
2689
Princeton Capital Management
New Jersey
$391K -$80K -499 -17%
WFC
2690
Western Financial Corp
California
$389K -$78.2K -488 -16%
WIM
2691
Westside Investment Management
California
$388K
RBFC
2692
Roman Butler Fullerton & Co
Missouri
$388K +$2.4K +15 +0.6%
ITB
2693
Idaho Trust Bank
Idaho
$388K +$395K +2,466 New
LJAC
2694
L.J. Altfest & Co
New York
$388K -$9.78K -61 -2%
LSC
2695
Lesa Sroufe & Co
Washington
$388K
YWM
2696
Yoder Wealth Management
California
$387K -$68.9K -430 -15%
GFG
2697
Goldstone Financial Group
Illinois
$385K +$392K +2,448 New
JBA
2698
Johnson Bixby & Associates
Washington
$385K +$13.5K +84 +4%
ABLA
2699
Alan B. Lancz & Associates
Ohio
$384K
WOSD
2700
WFA of San Diego
California
$382K -$15.4K -96 -4%

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.