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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
WC
2876
Waterloo Capital
Texas
$294K -$130K -809 -30%
TI
2877
Truepoint Inc
Ohio
$293K -$158K -983 -35%
EBA
2878
Eagle Bay Advisors
New York
$293K -$70.2K -438 -19%
FL
2879
Fort LP
Maryland
$292K +$89.6K +559 +43%
SC
2880
Saturna Capital
Washington
$291K +$31.4K +196 +12%
Harris Associates
2881
Harris Associates
Illinois
$291K -$80.2K -500 -21%
AWM
2882
AllSquare Wealth Management
New York
$291K
AMCA
2883
Arthur M. Cohen & Associates
Illinois
$290K -$16K -100 -5%
PFC
2884
Phocas Financial Corp
California
$290K -$6.09K -38 -2%
RA
2885
Regis Acquisition
Colorado
$290K
HIG
2886
Heritage Investment Group
Florida
$290K +$5.61K +35 +2%
CAL
2887
Capital Advisors Ltd
Ohio
$290K +$162K +1,008 +121%
KWM
2888
KFG Wealth Management
Indiana
$290K
FP
2889
Fiduciary Planning
Florida
$289K
FFA
2890
Fi3 Financial Advisors
Indiana
$289K +$641 +4 +0.2%
MAM
2891
Marotta Asset Management
Virginia
$288K +$294K +1,831 New
VFP
2892
Verus Financial Partners
Virginia
$288K -$13.9K -87 -5%
CWM
2893
Cedar Wealth Management
California
$287K +$16K +100 +6%
MECA
2894
Miller Equity Capital Advisors
Texas
$287K
BBA
2895
Braun-Bostich & Associates
Pennsylvania
$286K +$57.4K +358 +25%
FWM
2896
FMB Wealth Management
California
$285K +$92K +574 +46%
BONST
2897
Bank of Nova Scotia Trust
Ontario, Canada
$285K
AI
2898
AXS Investments
New York
$283K -$83.2K -519 -22%
LRWA
2899
Long Run Wealth Advisors
New York
$282K +$962 +6 +0.3%
CJFS
2900
Coulter & Justus Financial Services
Tennessee
$281K +$641 +4 +0.2%

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.