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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
DI
3201
Disciplined Investments
Oklahoma
$76.5K -$418K -2,606 -84%
SC
3202
Stephens Consulting
Michigan
$74.9K -$4.01K -25 -5%
TWP
3203
TFO Wealth Partners
Ohio
$73.3K +$32.7K +204 +78%
SFG
3204
Steward Financial Group
Texas
$73K +$75.2K +469 New
CWM
3205
CarsonAllaria Wealth Management
Illinois
$68K +$641 +4 +0.9%
RWM
3206
Ruedi Wealth Management
Illinois
$67K
PFG
3207
Piershale Financial Group
Illinois
$62.9K
BSWA
3208
Bromfield Sneider Wealth Advisors
Massachusetts
$61.4K
RA
3209
Rational Advisors
New York
$61.1K -$1.92K -12 -3%
T
3210
TOBAM
France
$61K +$24.7K +154 +67%
RAM
3211
Riggs Asset Management
Pennsylvania
$58.4K +$7.05K +44 +13%
HWP
3212
Highline Wealth Partners
California
$52.9K +$1.12K +7 +2%
VAG
3213
VisionPoint Advisory Group
Texas
$52.7K +$53.7K +335 New
NOI
3214
Newton One Investments
Delaware
$51.6K +$481 +3 +0.9%
RF
3215
Robinswood Financial
Washington
$50.5K +$51.3K +320 New
BCPWM
3216
Bradley & Co Private Wealth Management
Florida
$50.4K
MS
3217
Mizuho Securities
Japan
$50.4K +$51.3K +320 New
HC
3218
Hoese & Co
Minnesota
$50K
DF
3219
DecisionPoint Financial
Arizona
$47.8K
2L
3220
25 LLC
Missouri
$46.7K -$160 -1 -0.3%
RI
3221
Ridgewood Investments
New Jersey
$45K +$32.1K +200 +233%
FCG
3222
Financial Connections Group
California
$43K
GWSA
3223
Global Wealth Strategies & Associates
Colorado
$40.3K
NL
3224
NVWM LLC
Pennsylvania
$40K +$321 +2 +0.8%
CWA
3225
Carolina Wealth Advisors
South Carolina
$39.8K

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.