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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
AT
3051
Avalon Trust
New Mexico
$229K -$32.1K -200 -12%
CSA
3052
Cottage Street Advisors
Massachusetts
$229K -$8.18K -51 -3%
WFA
3053
Wade Financial Advisory
California
$229K
KOC
3054
Koss-Olinger Consulting
Florida
$228K -$16K -100 -6%
AWA
3055
Authentikos Wealth Advisory
California
$227K +$33.7K +210 +17%
I
3056
INVST
Indiana
$226K +$19.7K +123 +9%
DIS
3057
Diversified Investment Strategies
Louisiana
$226K
BWM
3058
BCGM Wealth Management
Indiana
$226K +$230K +1,435 New
GC
3059
Garde Capital
Washington
$225K
MWM
3060
Meritas Wealth Management
California
$225K +$8.02K +50 +4%
PGWM
3061
Parisi Gray Wealth Management
New Jersey
$224K
NG
3062
Northstar Group
New York
$224K +$9.46K +59 +4%
HAG
3063
HF Advisory Group
Maryland
$224K +$26.1K +163 +13%
FIM
3064
Fernwood Investment Management
Massachusetts
$223K +$1.12K +7 +0.5%
RC
3065
Rovin Capital
Arizona
$223K
TWM
3066
TMD Wealth Management
Arizona
$223K +$227K +1,417 New
FB
3067
First Bancorp
Maine
$222K
CWM
3068
Cahaba Wealth Management
Georgia
$222K +$9.3K +58 +4%
AWM
3069
Avaii Wealth Management
Wisconsin
$222K -$67K -418 -23%
TFM
3070
TFC Financial Management
Massachusetts
$221K +$95.2K +594 +73%
HWM
3071
Hemington Wealth Management
Virginia
$221K -$11.5K -72 -5%
AF
3072
AtlasMark Financial
Texas
$221K
SIAM
3073
Sterling Investment Advisors (Missouri)
Missouri
$220K
VF
3074
VitalStone Financial
Texas
$220K +$68.6K +428 +46%
CCM
3075
Condor Capital Management
New Jersey
$220K -$2.07M -12,940 -90%

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.