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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
CWP
2776
Curated Wealth Partners
California
$336K +$19.9K +124 +6%
AWP
2777
Abacus Wealth Partners
California
$336K +$10.9K +68 +3%
LCM
2778
Lazari Capital Management
California
$335K +$342K +2,132 New
SCG
2779
Sonata Capital Group
Washington
$335K
IP
2780
Isthmus Partners
Wisconsin
$334K +$7.7K +48 +2%
E
2781
ETFidea
New York
$334K +$20.5K +128 +6%
CFS
2782
CGC Financial Services
Oregon
$334K +$340K +2,122 New
FCFC
2783
First Citizens Financial Corp
Iowa
$334K +$340K +2,120 New
WCWM
2784
Wooster Corthell Wealth Management
Connecticut
$333K
GA
2785
Geller Advisors
New York
$332K -$11.1K -69 -3%
SNBOSD
2786
Security National Bank of So Dak
Iowa
$332K +$339K +2,112 New
SFA
2787
Source Financial Advisors
New York
$331K +$20.4K +127 +6%
SGK
2788
Steigerwald Gordon & Koch
Virginia
$330K -$11.7K -73 -3%
JWS
2789
Juncture Wealth Strategies
Arizona
$329K -$32.7K -204 -9%
TC
2790
TwinBeech Capital
New York
$329K +$335K +2,089 New
NWM
2791
Northcape Wealth Management
New York
$329K +$1.92K +12 +0.6%
CBOR
2792
Community Bank of Raymore
Missouri
$328K
BWS
2793
Buck Wealth Strategies
Colorado
$328K -$46.8K -292 -12%
KW
2794
KWB Wealth
California
$327K -$88.2K -550 -21%
LL
2795
LWMG LLC
Minnesota
$327K +$6.57K +41 +2%
CC
2796
Constitution Capital
Connecticut
$327K +$80.2K +500 +32%
AWMT
2797
AAFMAA Wealth Management & Trust
North Carolina
$327K -$2.25K -14 -0.7%
PEA
2798
Park Edge Advisors
Ohio
$326K
RCI
2799
RS Crum Inc
California
$325K -$802 -5 -0.2%
BP
2800
Broadleaf Partners
Ohio
$324K -$13.1K -82 -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.