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
SFCL
3151
Strengthening Families & Communities LLC
Massachusetts
$154K +$111K +690 +243%
RDIA
3152
RE Dickinson Investment Advisors
Iowa
$148K -$52.3K -326 -26%
PWMG
3153
Prestige Wealth Management Group
New Jersey
$147K +$11.2K +70 +8%
WCMN
3154
Westchester Capital Management (Nebraska)
Nebraska
$147K
AA
3155
AlphaMark Advisors
Kentucky
$144K +$160 +1 +0.1%
GFL
3156
Granite FO LLC
New Hampshire
$142K -$273K -1,700 -65%
DEM
3157
Disciplined Equity Management
Florida
$142K
ACM
3158
Antonetti Capital Management
Florida
$141K -$160 -1 -0.1%
CYG
3159
Clean Yield Group
Vermont
$139K
EARNEST Partners
3160
EARNEST Partners
Georgia
$138K
WWP
3161
WR Wealth Planners
Missouri
$137K -$6.25K -39 -4%
CMA
3162
Cedar Mountain Advisors
Oregon
$134K +$160 +1 +0.1%
FFL
3163
Financial Freedom LLC
Ohio
$131K +$1.28K +8 +1%
JMF
3164
Johnson Midwest Financial
Iowa
$131K +$4.65K +29 +4%
FPFS
3165
First Personal Financial Services
North Carolina
$128K
NF
3166
Norwood Financial
Pennsylvania
$127K
HWA
3167
HHM Wealth Advisors
Tennessee
$126K -$13.5K -84 -9%
MSFP
3168
Mark Sheptoff Financial Planning
Connecticut
$126K +$32.1K +200 +33%
IHWM
3169
Iron Horse Wealth Management
Iowa
$125K +$1.44K +9 +1%
DCM
3170
Disciplina Capital Management
Tennessee
$125K +$78.7K +491 +163%
NC
3171
NewSquare Capital
Pennsylvania
$120K +$91.4K +570 +292%
FDCC
3172
Foster Dykema Cabot & Co
Massachusetts
$119K +$45.2K +282 +59%
MWM
3173
Mascoma Wealth Management
New Hampshire
$118K -$17K -106 -13%
PG
3174
Proffitt & Goodson
Tennessee
$117K
CM
3175
Capula Management
Cayman Islands
$116K -$579K -3,613 -83%

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.