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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
AWA
3001
Alta Wealth Advisors
Massachusetts
$248K +$160 +1 +0.1%
RWG
3002
Regal Wealth Group
California
$248K
HCM
3003
Hilton Capital Management
New York
$248K +$15.4K +96 +6%
BWM
3004
BNC Wealth Management
Oregon
$247K -$2.88M -17,933 -92%
CWG
3005
Crown Wealth Group
North Carolina
$247K +$10.6K +66 +4%
UW
3006
Unique Wealth
Florida
$247K +$3.85K +24 +2%
KA
3007
Kooman & Associates
Pennsylvania
$247K +$25.3K +158 +11%
P
3008
Paradiem
Louisiana
$247K
SFG
3009
SNS Financial Group
Minnesota
$247K -$962 -6 -0.4%
AIA
3010
AIMZ Investment Advisors
California
$246K -$4.33K -27 -2%
ES
3011
Eagle Strategies
New York
$246K +$19.6K +122 +8%
FS
3012
Ferguson Shapiro
Georgia
$246K +$481 +3 +0.2%
ACA
3013
Atlas Capital Advisors
Wyoming
$246K
PFA
3014
Pathway Financial Advisors
Vermont
$246K +$481 +3 +0.2%
SHWM
3015
Smith & Howard Wealth Management
Georgia
$244K +$5.45K +34 +2%
WA
3016
Wealthstream Advisors
New York
$244K +$248K +1,549 New
EC
3017
EdgeRock Capital
Colorado
$243K -$14.4K -90 -6%
BA
3018
BCM Advisors
Louisiana
$243K
BWM
3019
Blossom Wealth Management
California
$243K +$248K +1,544 New
TLCM
3020
Twin Lakes Capital Management
California
$242K
CWM
3021
Collaborative Wealth Management
Florida
$242K -$3.37K -21 -1%
BA
3022
Bridge Advisory
California
$242K +$4.17K +26 +2%
SHJ
3023
Sharkey, Howes & Javer
Colorado
$242K
WHCI
3024
W.H. Cornerstone Investments
Massachusetts
$241K +$245K +1,530 New
TF
3025
TimeScale Financial
Massachusetts
$240K +$2.4K +15 +1%

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.