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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
RA
2926
Riverstone Advisors
Texas
$272K +$277K +1,729 New
FCA
2927
Fortis Capital Advisors
Kansas
$271K -$57.1K -356 -17%
FWM
2928
Focused Wealth Management
New York
$271K +$8.34K +52 +3%
HWMT
2929
Heritage Wealth Management (Texas)
Texas
$270K +$276K +1,719 New
IPW
2930
Impact Partnership Wealth
Georgia
$270K +$275K +1,717 New
LRIA
2931
Leonard Rickey Investment Advisors
Washington
$270K +$275K +1,714 New
TC
2932
Truvestments Capital
Florida
$269K +$158K +985 +136%
SWRP
2933
Summit Wealth & Retirement Planning
California
$269K -$35.9K -224 -12%
PM
2934
Penbrook Management
New York
$267K
RLWM
2935
RF&L Wealth Management
Massachusetts
$267K
SIA
2936
Strategic Investment Advisors
Michigan
$266K -$6.41K -40 -2%
SRG
2937
SBB Research Group
Illinois
$266K +$2.56K +16 +1%
CCM
2938
Check Capital Management
California
$265K
KWS
2939
Keystone Wealth Services
California
$265K +$1.12K +7 +0.4%
WCFA
2940
Walkner Condon Financial Advisors
Wisconsin
$265K -$9.3K -58 -3%
RCG
2941
Resource Consulting Group
Florida
$265K +$270K +1,684 New
BFO
2942
Biltmore Family Office
North Carolina
$264K -$50.3K -314 -16%
CWA
2943
Capital Wealth Alliance
Arizona
$264K +$962 +6 +0.4%
ICA
2944
Infrastructure Capital Advisors
New York
$263K +$12.8K +80 +5%
CM
2945
Columbus Macro
Pennsylvania
$263K -$158K -987 -37%
AIIMS
2946
Analyst IMS Investment Management Services
Israel
$262K +$269K +1,676 New
BI
2947
Ballast Inc
Kentucky
$262K -$22.4K -140 -8%
FWP
2948
Firethorn Wealth Partners
Georgia
$262K +$64.1K +400 +32%
FEG
2949
Financial Enhancement Group
Indiana
$261K +$16K +100 +7%
CFA
2950
Cahill Financial Advisors
Minnesota
$261K -$1.34M -8,334 -83%

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.