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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
AWM
3076
Aprio Wealth Management
Georgia
$220K +$224K +1,395 New
BAG
3077
Briggs Advisory Group
Rhode Island
$219K +$2.56K +16 +1%
RWRC
3078
R.W. Roge & Company
New York
$218K
BBW
3079
Blue Barn Wealth
Utah
$217K -$15.4K -96 -6%
MWA
3080
Motive Wealth Advisors
Michigan
$217K +$4.65K +29 +2%
CCM
3081
Chiron Capital Management
Florida
$217K +$16K +100 +8%
QCIG
3082
Quad-Cities Investment Group
Iowa
$217K
PA
3083
Parkside Advisors
California
$216K -$29.2K -182 -12%
RMCM
3084
Reynders McVeigh Capital Management
Massachusetts
$216K +$220K +1,373 New
PP
3085
PFS Partners
New Jersey
$216K -$3.85K -24 -2%
PP
3086
Pegasus Partners
Wisconsin
$215K
HHAA
3087
Henry H. Armstrong Associates
Pennsylvania
$215K +$2.73K +17 +1%
ACP
3088
Arcus Capital Partners
Georgia
$214K +$160 +1 +0.1%
MCI
3089
MRP Capital Investments
Georgia
$214K
FAM
3090
Fenimore Asset Management
New York
$213K +$160 +1 +0.1%
MAWCM
3091
Mine & Arao Wealth Creation & Management
California
$213K -$10.6K -66 -5%
BWM
3092
BlackDiamond Wealth Management
New York
$213K +$210K +1,310 New
TIA
3093
Tiemann Investment Advisors
California
$212K -$16K -100 -7%
AWP
3094
Accretive Wealth Partners
New Jersey
$212K +$2.73K +17 +1%
SGC
3095
Slocum, Gordon & Co
Rhode Island
$212K
SMF
3096
Sterling Manor Financial
New York
$211K -$203K -1,269 -49%
AA
3097
AlphaCentric Advisors
Puerto Rico
$211K -$9.78K -61 -4%
AWA
3098
Aquire Wealth Advisors
Utah
$211K
VWM
3099
Vigilare Wealth Management
Arizona
$211K
EAM
3100
Empirical Asset Management
Massachusetts
$210K +$1.44K +9 +0.7%

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.