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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
AWS
2826
Arkfeld Wealth Strategies
Nebraska
$314K +$1.12K +7 +0.4%
IDBONY
2827
Israel Discount Bank of New York
New York
$314K -$74.5K -465 -19%
BFAG
2828
Blackston Financial Advisory Group
Florida
$314K -$3.53K -22 -1%
TSWM
2829
Tyler-Stone Wealth Management
Ohio
$314K +$320K +1,994 New
IW
2830
Instrumental Wealth
Florida
$314K -$22.9K -143 -7%
LHEI
2831
Leo H. Evart Inc
California
$314K
WAM
2832
WealthTrust Asset Management
Florida
$313K +$2.56K +16 +0.8%
CSIA
2833
Carl Stuart Investment Advisor
Texas
$312K -$9.62K -60 -3%
TPW
2834
Transatlantique Private Wealth
New York
$312K
MLA
2835
MB, Levis & Associates
Pennsylvania
$311K -$14.4K -90 -4%
UAML
2836
US Asset Management LLC
Pennsylvania
$311K -$20.7K -129 -6%
MGWM
2837
Marks Group Wealth Management
Minnesota
$311K -$7.38K -46 -2%
AFP
2838
Alpha Financial Partners
Kentucky
$310K +$16.8K +105 +6%
IA
2839
Insight Advisors
Pennsylvania
$310K +$47K +293 +17%
IWP
2840
IAG Wealth Partners
Wisconsin
$310K
BWA
2841
Burt Wealth Advisors
Maryland
$309K -$1.28K -8 -0.4%
TCMP
2842
Thrive Capital Management (Pennsylvania)
Pennsylvania
$309K +$315K +1,965 New
WWM
2843
Windsor Wealth Management
Indiana
$309K +$42.2K +263 +15%
CFGSD
2844
Compass Financial Group (South Dakota)
South Dakota
$309K -$321 -2 -0.1%
AWA
2845
Acorn Wealth Advisors
Michigan
$309K +$32.5K +203 +12%
SIG
2846
Spinnaker Investment Group
California
$308K +$4.65K +29 +2%
HFS
2847
Heritage Financial Services
Massachusetts
$308K -$28.4K -177 -8%
MCM
2848
MV Capital Management
Maryland
$308K -$22K -137 -7%
VBWMG
2849
Von Berge Wealth Management Group
California
$308K -$6.41K -40 -2%
NPF
2850
Norris Perne & French
Michigan
$307K

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.