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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
RSA
2726
River Street Advisors
Illinois
$367K -$1.92K -12 -0.5%
GHA
2727
Granite Harbor Advisors
Texas
$366K +$18.3K +114 +5%
KOMWMG
2728
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$365K +$5.93K +37 +2%
QT
2729
Quantamental Technologies
New York
$365K +$372K +2,318 New
ICP
2730
Interchange Capital Partners
Pennsylvania
$365K -$90.6K -565 -20%
TIA
2731
Tandem Investment Advisors
South Carolina
$364K +$371K +2,315 New
SNBOSCI
2732
Security National Bank of Sioux City Iowa
Iowa
$364K +$371K +2,313 New
SFG
2733
Sather Financial Group
Texas
$363K
EAM
2734
Eukles Asset Management
Ohio
$362K +$17.2K +107 +5%
SLA
2735
Silver Lake Advisory
Utah
$362K +$3.21K +20 +0.9%
MHWM
2736
Montz Harcus Wealth Management
Louisiana
$360K +$9.62K +60 +3%
PFG
2737
PAX Financial Group
Texas
$360K +$27.9K +174 +8%
VC
2738
Vestor Capital
Illinois
$360K +$171K +1,069 +88%
AWAP
2739
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$359K +$16.4K +102 +5%
BC
2740
Bowman & Company
Wisconsin
$359K
PIM
2741
Provident Investment Management
Michigan
$359K +$84.3K +526 +30%
SFG
2742
Socha Financial Group
New York
$359K +$157K +979 +75%
LA
2743
Lakeside Advisors
Washington
$357K +$16.5K +103 +5%
MAC
2744
Mason & Associates (California)
California
$356K -$149K -928 -29%
TCBWMS
2745
Texas Capital Bank Wealth Management Services
Texas
$356K +$52.6K +328 +17%
SL
2746
Sentinus LLC
Illinois
$354K -$17.6K -110 -5%
SHWM
2747
Silicon Hills Wealth Management
Texas
$354K -$481 -3 -0.1%
AFC
2748
AFT Forsyth & Company
Florida
$353K -$50.5K -315 -12%
KBFS
2749
Kohmann Bosshard Financial Services
Ohio
$353K +$54.2K +338 +18%
SC
2750
Solstein Capital
California
$352K +$11.5K +72 +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.