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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
BAM
3126
Bellevue Asset Management
Washington
$200K +$641 +4 +0.3%
RIP
3127
RAM Investment Partners
Washington
$200K +$204K +1,272 New
GSAM
3128
Grant Street Asset Management
Pennsylvania
$200K +$3.37K +21 +2%
CFG
3129
CKW Financial Group
Hawaii
$200K +$321 +2 +0.2%
SF
3130
Safeguard Financial
Wisconsin
$200K +$3.37K +21 +2%
LFA
3131
Laraway Financial Advisors
Minnesota
$195K
HFM
3132
Harvest Fund Management
China
$189K -$127K -795 -40%
CA
3133
Centerpoint Advisors
Massachusetts
$189K -$12.8K -80 -6%
EWP
3134
Elevation Wealth Partners
California
$186K +$321 +2 +0.2%
APC
3135
Aspire Private Capital
North Carolina
$180K +$160 +1 +0.1%
CCMI
3136
Creative Capital Management Investments
California
$176K -$122K -762 -41%
OBWP
3137
O'Brien Wealth Partners
Massachusetts
$175K -$31.4K -196 -15%
RWML
3138
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$174K +$1.12K +7 +0.6%
PIAS
3139
PCA Investment Advisory Services
Ohio
$174K +$177K +1,105 New
WBC
3140
Westpac Banking Corp
Australia
$170K -$25.8M -160,833 -99%
CCM
3141
CAAS Capital Management
New York
$170K +$174K +1,083 New
TCM
3142
TD Capital Management
Tennessee
$170K
PP
3143
PrairieView Partners
Minnesota
$166K +$24K +150 +16%
JSAM
3144
J. Safra Asset Management
New York
$164K
LJHT
3145
Laurie J. Hall Trustee
$163K
TFA
3146
Toth Financial Advisory
Virginia
$163K -$2.73K -17 -2%
HB
3147
Horizon Bancorp
Indiana
$162K +$56.1K +350 +52%
CSC
3148
Cove Street Capital
California
$157K
SCA
3149
Stuart Chaussee & Associates
California
$157K
AWM
3150
Abound Wealth Management
Tennessee
$155K +$23.2K +145 +17%

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.