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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
DP
2951
Divergent Planning
Maryland
$260K -$401K -2,500 -60%
PWA
2952
Phoenix Wealth Advisors
North Carolina
$260K
FWSM
2953
First Wilshire Securities Management
California
$260K
PGA
2954
Portland Global Advisors
Maine
$260K
OFW
2955
Omnia Family Wealth
Florida
$260K
LOIP
2956
Live Oak Investment Partners
Texas
$260K
AFAS
2957
Acorn Financial Advisory Services
Virginia
$259K -$25.3K -158 -9%
CCA
2958
Column Capital Advisors
Indiana
$259K -$802 -5 -0.3%
LSIA
2959
LaSalle St. Investment Advisors
Illinois
$259K -$321K -2,001 -55%
BMCM
2960
Burns Matteson Capital Management
New York
$259K -$3.21K -20 -1%
DCBT
2961
Dakota Community Bank & Trust
North Dakota
$259K +$8.18K +51 +3%
LC
2962
Landaas & Company
Wisconsin
$258K -$58.8K -367 -18%
CP
2963
Castleview Partners
Texas
$258K -$114K -713 -30%
BWM
2964
Brown Wealth Management
Illinois
$258K +$262K +1,637 New
MWA
2965
Miller Wealth Advisors
Colorado
$257K -$5.36M -33,424 -95%
AC
2966
Annandale Capital
Texas
$257K +$262K +1,636 New
AL
2967
ACAS LLC
California
$257K +$5.45K +34 +2%
NSG
2968
Nalls Sherbakoff Group
Tennessee
$257K -$10.1K -63 -4%
TFA
2969
Tranquilli Financial Advisor
New Jersey
$257K +$261K +1,631 New
HWP
2970
Heritage Wealth Partners
Ohio
$257K +$261K +1,631 New
BA
2971
Bluesphere Advisors
Pennsylvania
$256K
TFA
2972
Trinity Financial Advisors
Ohio
$256K +$481 +3 +0.2%
ORC
2973
O'Rourke & Company
Massachusetts
$255K +$17.3K +108 +7%
KC
2974
Kepos Capital
New York
$255K +$259K +1,618 New
CWM
2975
Circle Wealth Management
New Jersey
$254K -$2.4K -15 -0.9%

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.