We are live on ! Find out more
CVX icon

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
WC
2801
Weil Company
California
$324K +$330K +2,060 New
TCB
2802
Texas Capital Bancshares
Texas
$324K +$9.94K +62 +3%
UL
2803
Unionview LLC
Washington
$324K +$10.6K +66 +3%
B
2804
Bensler
Washington
$324K -$60.6K -378 -16%
OCM
2805
Osterweis Capital Management
California
$323K
PIA
2806
Powell Investment Advisors
Florida
$323K -$7.38K -46 -2%
GWAG
2807
Garrett Wealth Advisory Group
Texas
$323K +$38.8K +242 +13%
STB
2808
S&T Bank
Pennsylvania
$321K -$4.17K -26 -1%
SWIG
2809
Strategic Wealth Investment Group
Kentucky
$320K +$87.9K +548 +37%
NCM
2810
Northwest Capital Management
Oregon
$320K +$481 +3 +0.1%
SFG
2811
Sunburst Financial Group
Alabama
$319K +$21.3K +133 +7%
SIS
2812
Strategic Investment Solutions
Illinois
$319K -$139K -866 -29%
DU
2813
Delphia (USA)
Ontario, Canada
$319K +$325K +2,028 New
SFP
2814
Shepherd Financial Partners
Massachusetts
$319K -$160 -1 -0%
SFM
2815
Signet Financial Management
New Jersey
$318K -$4.33K -27 -1%
WWM
2816
Wolff Wiese Magana
California
$318K -$43.3K -270 -12%
LNWTC
2817
Laird Norton Wetherby Trust Company
Washington
$317K -$6.25K -39 -2%
CA
2818
Claris Advisors
Missouri
$317K
EA
2819
Ellsworth Advisors
Ohio
$316K +$3.05K +19 +1%
PIMG
2820
Patriot Investment Management Group
Tennessee
$316K
LCS
2821
Levin Capital Strategies
New York
$316K -$3.69K -23 -1%
BWM
2822
BigSur Wealth Management
Florida
$315K -$240K -1,500 -43%
SJL
2823
Shayne & Jacobs LLC
Tennessee
$315K
SC
2824
Slow Capital
California
$315K
FSG
2825
Financial Strategies Group
Michigan
$314K +$1.92K +12 +0.6%

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.