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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
CFG
2851
Carr Financial Group
Massachusetts
$307K +$7.54K +47 +2%
MWP
2852
Meridian Wealth Partners
Pennsylvania
$307K +$13.6K +85 +5%
GWM
2853
GDS Wealth Management
Texas
$307K +$312K +1,949 New
MA
2854
Mezzasalma Advisors
New Jersey
$306K +$8.34K +52 +3%
BIA
2855
Bigelow Investment Advisors
Maine
$306K
KAM
2856
Knightsbridge Asset Management
California
$304K -$308K -1,924 -50%
KCM
2857
Kendall Capital Management
Maryland
$304K -$3.21K -20 -1%
TFP
2858
Tilia Fiduciary Partners
North Carolina
$304K -$4.49K -28 -1%
SBF
2859
Sara-Bay Financial
Florida
$304K
RTC
2860
Riverview Trust Company
Washington
$302K
FFG
2861
Fortem Financial Group
California
$301K -$10.1K -63 -3%
BFM
2862
Boothbay Fund Management
New York
$300K -$802 -5 -0.3%
KIC
2863
Kensington Investment Counsel
California
$300K +$305K +1,904 New
NIC
2864
Northwest Investment Counselors
Oregon
$299K +$80.2K +500 +36%
SAS
2865
Stelac Advisory Services
New York
$298K -$18.4K -115 -6%
LGG
2866
Luts & Greenleigh Group
Maryland
$297K -$8.02K -50 -3%
BSSFA
2867
Baron Silver Stevens Financial Advisors
Florida
$297K
HFG
2868
Heron Financial Group
New York
$296K -$42.5K -265 -12%
AL
2869
ADE LLC
Maryland
$296K
PCA
2870
Pallas Capital Advisors
Massachusetts
$296K +$48.6K +303 +19%
FPTW
2871
Franklin, Parlapiano, Turner & Welch
Texas
$296K -$60.1K -375 -17%
PAIM
2872
Punch & Associates Investment Management
Minnesota
$296K -$42.3K -264 -12%
AIA
2873
Affinity Investment Advisors
California
$296K -$457K -2,850 -60%
GCM
2874
Goldstream Capital Management
Hong Kong
$295K +$121K +752 +67%
LFG
2875
Lockerman Financial Group
California
$294K +$28.9K +180 +11%

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.