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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
LIA
3226
Luken Investment Analytics
Tennessee
$39.3K
OA
3227
Operose Advisors
Wisconsin
$36.8K
JFG
3228
JDM Financial Group
Texas
$36.5K
CH
3229
Canton Hathaway
Rhode Island
$35K
AWM
3230
Avondale Wealth Management
Texas
$34.6K
AWA
3231
Artemis Wealth Advisors
New York
$34.6K +$2.56K +16 +8%
HFS
3232
HBC Financial Services
Washington
$33K
WPWM
3233
Western Pacific Wealth Management
Illinois
$32.3K
YDMI
3234
Y.D. More Investments
Israel
$31.6K -$8.5K -53 -21%
KHC
3235
Koesten Hirschmann & Crabtree
Kansas
$31.5K -$22.4K -140 -41%
PCC
3236
Park Circle Company
Maryland
$31.5K
LD
3237
Lipe & Dalton
New York
$31K
RBC
3238
Roble Belko & Company
Pennsylvania
$31K +$4.65K +29 +18%
PCOC
3239
Power Corp of Canada
Canada
$26.6K +$7.86K +49 +41%
BAM
3240
Bosun Asset Management
Illinois
$25.3K +$25.8K +161 New
NAM
3241
NorthCrest Asset Manangement
Minnesota
$25K +$545K +3,400 New
RTL
3242
Red Tortoise LLC
Georgia
$23.6K
HF
3243
Halpern Financial
Virginia
$22K -$3.21K -20 -13%
FGAM
3244
Financial Gravity Asset Management
Texas
$21.7K +$8.18K +51 +31%
PPWM
3245
PFG Private Wealth Management
Florida
$20.1K +$8.82K +55 +75%
KIG
3246
Kessler Investment Group
Indiana
$19.7K
GWMI
3247
Guardian Wealth Management (Illinois)
Illinois
$17.5K +$160 +1 +0.9%
BAM
3248
Byrne Asset Management
New Jersey
$17K
EA
3249
Evolution Advisers
Virginia
$16K +$641 +4 +4%
TJHA
3250
Thomas J. Herzfeld Advisors
Florida
$15.7K

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.