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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
HWM
2701
Horizon Wealth Management
Illinois
$382K +$802 +5 +0.2%
SCP
2702
Silverleafe Capital Partners
Tennessee
$381K +$962 +6 +0.2%
JF
2703
JSF Financial
California
$381K -$14.8K -92 -4%
TC
2704
TAP Consulting
Missouri
$380K +$4.81K +30 +1%
O
2705
Ossiam
France
$380K +$387K +2,412 New
TFP
2706
Triune Financial Partners
Kansas
$379K +$26.5K +165 +7%
WIC
2707
Wilkins Investment Counsel
Massachusetts
$379K -$4.01K -25 -1%
VCWA
2708
Vanguard Capital Wealth Advisors
Colorado
$378K -$192K -1,199 -33%
OCM
2709
Objective Capital Management
Ohio
$378K -$2.56K -16 -0.7%
SFC
2710
SYM Financial Corp
Indiana
$378K +$962 +6 +0.3%
MAM
2711
MMA Asset Management
Pennsylvania
$378K +$52.3K +326 +16%
MHB
2712
Midwest Heritage Bank
Iowa
$378K
SL
2713
Summitry LLC
California
$377K +$23.1K +144 +6%
FWP
2714
Falcon Wealth Planning
California
$377K +$79.4K +495 +26%
WDL
2715
Well Done LLC
Michigan
$376K -$94.3K -588 -20%
SIM
2716
SSI Investment Management
California
$376K -$74.2K -463 -16%
THWM
2717
Taylor Hoffman Wealth Management
Virginia
$374K -$74.1K -462 -16%
WMG
2718
WESCAP Management Group
California
$374K -$134K -833 -26%
MC
2719
Matisse Capital
Oregon
$373K +$481 +3 +0.1%
AGC
2720
Aspen Grove Capital
Colorado
$371K +$53.4K +333 +16%
PFA
2721
Pettinga Financial Advisors
Indiana
$371K +$160 +1 +0%
SCA
2722
Southern Capital Advisors
Tennessee
$369K +$962 +6 +0.3%
PAM
2723
PVG Asset Management
Colorado
$369K -$360K -2,247 -49%
WRPWM
2724
Werba Rubin Papier Wealth Management
California
$368K -$7.05K -44 -2%
AWA
2725
Archvest Wealth Advisors
California
$367K +$15.9K +99 +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.