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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
LWA
3176
Lowe Wealth Advisors
Maryland
$116K
HWM
3177
HighMark Wealth Management
Minnesota
$113K +$2.56K +16 +2%
UIA
3178
Ulland Investment Advisors
Minnesota
$113K
CPG
3179
Cornerstone Planning Group
New Jersey
$113K +$115K +716 New
IRAG
3180
Investment Research & Advisory Group
Georgia
$111K
AFS
3181
Annapolis Financial Services
Maryland
$109K +$12K +75 +12%
TCM
3182
Tradewinds Capital Management
Washington
$103K -$1.28K -8 -1%
SHIM
3183
Stone House Investment Management
Pennsylvania
$101K -$31.7K -198 -23%
NA
3184
Nordwand Advisors
Pennsylvania
$101K
RA
3185
Rise Advisors
New York
$100K -$1.12K -7 -1%
MFT
3186
Moisand Fitzgerald Tamayo
Florida
$99.3K -$18.8K -117 -16%
MIM
3187
Macroview Investment Management
Maryland
$98.8K
CTWM
3188
Cherry Tree Wealth Management
Minnesota
$98.3K +$100K +625 New
CMP
3189
Coston McIsaac & Partners
Maine
$95K +$160 +1 +0.2%
FWA
3190
FSC Wealth Advisors
New York
$93.7K +$481 +3 +0.5%
GA
3191
GoalVest Advisory
New York
$91.4K +$22.9K +143 +33%
HIIFS
3192
Harel Insurance Investments & Financial Services
Israel
$91K -$710K -4,430 -88%
GKIM
3193
GW&K Investment Management
Massachusetts
$91K +$91.1K +568 +4,733%
SIC
3194
SJS Investment Consulting
Ohio
$88.9K +$2.08K +13 +2%
BBPWM
3195
Blue Bell Private Wealth Management
Pennsylvania
$86.5K +$66.1K +412 +299%
HIM
3196
Hillsdale Investment Management
Ontario, Canada
$85.8K +$44.9K +280 +106%
DWA
3197
Delos Wealth Advisors
Texas
$84.6K +$160 +1 +0.2%
LFA
3198
Level Financial Advisors
New York
$83.4K
RMA
3199
Roffman Miller Associates
Pennsylvania
$81K +$82.6K +515 New
GAG
3200
Goodman Advisory Group
Massachusetts
$78.5K

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.