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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
251
Evercore Wealth Management
New York
$49.8M +$3.12M +19,491 +7%
CIP
252
Cornerstone Investment Partners
Georgia
$48.7M +$3.38M +21,093 +7%
PI
253
PFS Investments
Georgia
$48.3M +$2.62M +16,362 +6%
BFS
254
Bradley Foster & Sargent
Connecticut
$48M +$5.33M +33,269 +12%
COPPSERS
255
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$47.8M +$377K +2,353 +0.8%
WPC
256
Waters Parkerson & Co
Louisiana
$47.2M -$174K -1,088 -0.4%
CAN
257
Cetera Advisor Networks
California
$46.9M +$1.91M +11,943 +4%
DADC
258
D.A. Davidson & Co
Montana
$46.8M +$2.21M +13,798 +5%
URS
259
Utah Retirement Systems
Utah
$46.7M -$7.63M -47,600 -14%
VDI
260
Vaughan David Investments
Illinois
$46.4M +$466K +2,907 +1%
AA
261
Ancora Advisors
Ohio
$46.4M +$554K +3,456 +1%
LSV Asset Management
262
LSV Asset Management
Illinois
$45.4M +$2.03M +12,650 +5%
MPWT
263
MassMutual Private Wealth & Trust
Connecticut
$44.8M +$1.09M +6,824 +2%
SF
264
Synovus Financial
Georgia
$44.5M +$238K +1,485 +0.5%
CSS
265
Cubist Systematic Strategies
Connecticut
$44.5M +$42M +261,834 +1,262%
AAM
266
Advisors Asset Management
Colorado
$43.6M -$2.54M -15,843 -5%
NYLIM
267
New York Life Investment Management
New York
$42.7M -$806K -5,030 -2%
FCI
268
Financial Counselors Inc
Kansas
$42M +$1.34M +8,372 +3%
MAM
269
Martingale Asset Management
Massachusetts
$42M -$1.53M -9,532 -3%
CAM
270
Cresset Asset Management
Illinois
$41.7M +$34.7M +216,682 +449%
Parallax Volatility Advisers
271
Parallax Volatility Advisers
California
$41.5M +$42.3M +263,712 New
SEIA
272
Signature Estate & Investment Advisors
California
$41.5M +$3.22M +20,086 +8%
Mercer Global Advisors
273
Mercer Global Advisors
Colorado
$41.4M +$2.07M +12,908 +5%
HF
274
HRT Financial
New York
$41.4M +$42.2M +262,936 New
CIA
275
Capital Investment Advisors
Georgia
$41M +$745K +4,646 +2%

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.