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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
SPIA
301
Steward Partners Investment Advisory
New York
$35.4M +$5.58M +34,793 +18%
DFO
302
Duquesne Family Office
New York
$35.2M
GI
303
Gradient Investments
Minnesota
$34.9M -$224K -1,400 -0.6%
TF
304
TIAA FSB
Florida
$34.8M -$291K -1,813 -0.8%
NAM
305
Nissay Asset Management
Japan
$34.7M -$2.54M -15,819 -7%
DRZID
306
DePrince Race & Zollo Inc (DRZ)
Florida
$34.7M -$749K -4,672 -2%
SFM
307
Stack Financial Management
Montana
$34.4M +$41.5K +259 +0.1%
Canada Pension Plan Investment Board
308
Canada Pension Plan Investment Board
Ontario, Canada
$34.3M +$30.5M +190,200 +683%
BB
309
Busey Bank
Illinois
$34.3M -$108K -673 -0.3%
PFPT
310
Pinnacle Financial Partners (Tennessee)
Tennessee
$34.2M +$455K +2,836 +1%
CA
311
Cullinan Associates
Kentucky
$34.2M -$1.93M -12,010 -5%
ZIC
312
ZWJ Investment Counsel
Georgia
$34.1M +$1.13M +7,065 +3%
GT
313
Glenview Trust
Kentucky
$33.9M +$654K +4,079 +2%
GHA
314
GW Henssler & Associates
Georgia
$33.5M +$43.4K +271 +0.1%
ACM
315
Argent Capital Management
Missouri
$33.2M -$589K -3,676 -2%
TAM
316
Tocqueville Asset Management
New York
$33.1M -$50K -312 -0.1%
Daiwa Securities Group
317
Daiwa Securities Group
Japan
$32.9M -$217K -1,354 -0.6%
GIA
318
Guyasuta Investment Advisors
Pennsylvania
$32.7M +$588K +3,668 +2%
PNC
319
Park National Corp
Ohio
$32.5M -$670K -4,176 -2%
CNB
320
Czech National Bank
Czech Republic
$32.5M -$518K -3,232 -2%
PAG
321
Private Advisor Group
New Jersey
$32.4M +$787K +4,908 +2%
ST
322
Sabal Trust
Florida
$32.4M +$27.6K +172 +0.1%
DDPIC
323
Deroy & Devereaux Private Investment Counsel
Michigan
$32.3M +$806K +5,030 +3%
BC
324
Bartlett & Co
Ohio
$32.1M +$21.8M +135,947 +199%
BCWM
325
Bartlett & Co Wealth Management
Ohio
$32.1M +$21.8M +135,947 +199%

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.