We are live on ! Find out more
CVX icon

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
TFO
3101
Tarbox Family Office
California
$210K -$962 -6 -0.4%
WMC
3102
Westwood Management Corporation
Illinois
$210K -$346K -2,156 -62%
IF
3103
Integrity Financial
Wyoming
$209K -$417K -2,604 -66%
SFPG
3104
Stonebridge Financial Planning Group
Florida
$208K -$96.2K -600 -31%
MIG
3105
McGuire Investment Group
Rhode Island
$208K +$212K +1,323 New
ME
3106
McIlrath & Eck
Washington
$206K -$4.65K -29 -2%
AG
3107
Algert Global
California
$206K +$210K +1,307 New
HAC
3108
Harbor Advisory Corp
New Hampshire
$206K +$210K +1,308 New
RRC
3109
Relaxing Retirement Coach
Massachusetts
$205K +$1.44K +9 +0.7%
CMP
3110
Courage Miller Partners
Virginia
$204K
LAM
3111
Lifestyle Asset Management
Texas
$204K +$7.21K +45 +4%
PWA
3112
PCG Wealth Advisors
Kansas
$204K +$160 +1 +0.1%
DGI
3113
Disciplined Growth Investors
Minnesota
$204K
BCP
3114
Blue Chip Partners
Michigan
$204K +$20.8K +130 +11%
RWI
3115
Red Wave Investments
Pennsylvania
$203K
CA
3116
Cumberland Advisors
Florida
$203K
FPWM
3117
FSB Premier Wealth Management
Iowa
$203K -$108K -672 -34%
GMA
3118
Glassy Mountain Advisors
Maryland
$202K +$206K +1,286 New
NMG
3119
New Millennium Group
Utah
$202K -$30.9K -193 -13%
DA
3120
Detalus Advisors
Missouri
$202K +$1.12K +7 +0.5%
PFA
3121
Petra Financial Advisors
Colorado
$201K
AWM
3122
Arista Wealth Management
Nevada
$201K +$160 +1 +0.1%
FNWM
3123
Financial Network Wealth Management
Utah
$201K
HA
3124
Hofer & Associates
California
$201K -$85K -530 -29%
SHFA
3125
SC&H Financial Advisors
Maryland
$200K +$204K +1,273 New

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.