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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
VFIC
3251
Valley Forge Investment Consultants
Pennsylvania
$15.7K
DMKJ
3252
David M. Knott Jr
$15K
MFA
3253
McClarren Financial Advisors
Pennsylvania
$15K +$16K +100 New
RWPA
3254
Richard W. Paul & Associates
Michigan
$14.6K +$5.45K +34 +58%
BSC
3255
Brown Shipley & Co
United Kingdom
$14.3K -$22.6K -141 -61%
CIR
3256
Clear Investment Research
Georgia
$14K -$321 -2 -2%
CWM
3257
Cranbrook Wealth Management
Michigan
$13.7K
HH
3258
HWG Holdings
Texas
$12.1K -$936K -5,837 -99%
MBFW
3259
Morton Brown Family Wealth
Pennsylvania
$10.7K -$2.4K -15 -18%
TWD
3260
True Wealth Design
Ohio
$10.6K -$243K -1,514 -96%
FA
3261
Financial Avengers
California
$10K +$160 +1 +2%
LFA
3262
Legend Financial Advisors
Pennsylvania
$8.34K
SWM
3263
Sanctuary Wealth Management
Idaho
$8.03K +$8.18K +51 New
WAM
3264
Worth Asset Management
Texas
$7.24K
TVWM
3265
Tower View Wealth Management
Wisconsin
$7K
PS
3266
PayPay Securities
Japan
$6.29K -$1.44K -9 -18%
DWMG
3267
DB Wealth Management Group
California
$5.98K
LSA
3268
Lansing Street Advisors
Pennsylvania
$5.24K
AWM
3269
Activest Wealth Management
Florida
$4.58K
KFP
3270
KB Financial Partners
New Jersey
$4K -$7.38K -46 -63%
HCM
3271
Horrell Capital Management
Arkansas
$4K
MFG
3272
Mendota Financial Group
Wisconsin
$3.93K
GI
3273
GS Investments
Minnesota
$3.3K
CCP
3274
Cunning Capital Partners
North Carolina
$1.65K -$1.68M -10,495 Closed
BC
3275
Belmont Capital
California
$1.57K

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.