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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
SIC
276
Schwartz Investment Counsel
Michigan
$41M -$540K -3,369 -1%
CI
277
Cambiar Investors
Colorado
$40.9M +$2.52M +15,715 +6%
DIA
278
Davidson Investment Advisors
Montana
$40.5M -$167K -1,044 -0.4%
VIP
279
Vantage Investment Partners
Missouri
$40.5M
BPC
280
Banque Pictet & Cie
Switzerland
$39.6M -$909K -5,671 -2%
DCM
281
Donaldson Capital Management
Indiana
$39.5M +$901K +5,619 +2%
MOACM
282
Mutual of America Capital Management
New York
$39.5M -$618K -3,852 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
283
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$39.3M +$38.6M +240,602 +2,560%
KAS
284
Kestra Advisory Services
Texas
$39.3M +$2.4M +14,997 +6%
RPC
285
Rossmore Private Capital
Connecticut
$39.3M +$502K +3,130 +1%
William Blair Investment Management
286
William Blair Investment Management
Illinois
$38.6M +$39.4M +245,536 New
Tudor Investment Corp
287
Tudor Investment Corp
Connecticut
$38.6M +$6.35M +39,580 +19%
TAM
288
Todd Asset Management
Kentucky
$38.4M -$18.7M -116,583 -32%
MHC
289
Meyer Handelman Company
New York
$38.1M +$1.51M +9,415 +4%
IMPI
290
Ilmarinen Mutual Pension Insurance
Finland
$38M +$8.42M +52,500 +28%
BPWM
291
Badgley Phelps Wealth Managers
Washington
$38M +$1.89M +11,779 +5%
NM
292
NWI Management
New York
$37.8M
WIM
293
Waverton Investment Management
United Kingdom
$37.6M +$2.4M +14,961 +7%
FRM
294
Foundation Resource Management
Arkansas
$37.4M +$470K +2,930 +1%
WB
295
WesBanco Bank
West Virginia
$36.9M -$139K -865 -0.4%
BCM
296
Becker Capital Management
Oregon
$36.8M -$749K -4,669 -2%
RG
297
Rathbones Group
United Kingdom
$36.4M +$69.6K +434 +0.2%
MAM
298
Madison Asset Management
Wisconsin
$36M +$4.33M +26,984 +13%
SDJVC
299
St. Denis J. Villere & Co
Louisiana
$35.9M -$65.4K -408 -0.2%
TWC
300
TD Waterhouse Canada
Ontario, Canada
$35.6M +$6.11M +38,124 +23%

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.