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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
CTC
2751
Corundum Trust Company
South Dakota
$352K +$359K +2,240 New
SWG
2752
Summit Wealth Group
Vermont
$352K -$59.2M -369,114 -99%
PHAM
2753
Palisades Hudson Asset Management
Florida
$352K
LSA
2754
L & S Advisors
California
$351K -$8.66K -54 -2%
SMA
2755
Seven Mile Advisory
New Jersey
$351K +$357K +2,229 New
GAM
2756
GEM Asset Management
Michigan
$351K
GM
2757
GeoWealth Management
Illinois
$350K -$481 -3 -0.1%
WBG
2758
Wharton Business Group
Pennsylvania
$349K
MCM
2759
Mattern Capital Management
Colorado
$348K +$80.2K +500 +29%
MF
2760
Meridian Financial
Massachusetts
$348K
PFWA
2761
Paces Ferry Wealth Advisors
Georgia
$347K +$7.38K +46 +2%
TC
2762
Trust Company
Kansas
$347K -$110K -687 -24%
FP
2763
Financial Perspectives
Minnesota
$346K +$321 +2 +0.1%
FI
2764
Fractal Investments
Connecticut
$346K
CIM
2765
Contravisory Investment Management
Massachusetts
$345K -$178K -1,108 -34%
BIA
2766
Bell Investment Advisors
California
$345K -$8.18K -51 -2%
NFG
2767
Nadler Financial Group
Illinois
$343K +$1.28K +8 +0.4%
SWP
2768
ShoreHaven Wealth Partners
New Jersey
$343K +$1.44K +9 +0.4%
WPW
2769
Watershed Private Wealth
Illinois
$341K +$321 +2 +0.1%
Loomis, Sayles & Company
2770
Loomis, Sayles & Company
Massachusetts
$340K +$251K +1,568 +266%
EDRIA
2771
Edmonds Duncan Registered Investment Advisors
Kansas
$340K
DM
2772
Diker Management
New York
$339K
GSIAS
2773
Garden State Investment Advisory Services
New Jersey
$338K +$4.49K +28 +1%
ODG
2774
O'Dell Group
Ohio
$337K +$11.1K +69 +3%
KFS
2775
Kelly Financial Services
Massachusetts
$337K +$29K +181 +9%

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.