We are live on ! Find out more
CVX icon

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
UFF
3276
USA Financial Formulas
Michigan
$1.57K
CAM
3277
ClariVest Asset Management
California
$1K
FCAS
3278
First Command Advisory Services
Texas
$157 +$160 +1 New
Comerica Bank
3279
Comerica Bank
Texas
$42 +$209M +1,304,853 New
CJL
3280
Cyrus J. Lawrence
New York
$27
JMPWA
3281
JP Morgan Private Wealth Advisors
California
-$437M -2,680,825 Closed
SCM
3282
Smead Capital Management
Arizona
-$139M -851,066 Closed
FFH
3283
Fairfax Financial Holdings
Ontario, Canada
-$51.2M -314,000 Closed
Twin Tree Management
3284
Twin Tree Management
Texas
-$24.8M -154,964 Closed
UAM
3285
UAS Asset Management
New York
-$22.5M -137,701 Closed
TI
3286
Trexquant Investment
Connecticut
-$19.2M -117,473 Closed
NO
3287
Ninety One
South Africa
-$16.7M -102,368 Closed
WG
3288
Winton Group
United Kingdom
-$14.2M -87,157 Closed
Walleye Trading
3289
Walleye Trading
New York
-$7.89M -49,239 Closed
SIM
3290
Seaview Investment Managers
Florida
-$6.04M -37,004 Closed
AIM
3291
Aigen Investment Management
New York
-$5.82M -35,653 Closed
EP
3292
Edgestream Partners
New Jersey
-$5.81M -35,621 Closed
BFA
3293
Brendel Financial Advisors
New Hampshire
-$5.03M -30,829 Closed
RCM
3294
Radnor Capital Management
Pennsylvania
-$4.4M -26,958 Closed
LJCM
3295
Lee Johnson Capital Management
Texas
-$4.24M -26,008 Closed
WI
3296
Wafra Inc
New York
-$4M -24,530 Closed
PI
3297
PEAK6 Investments
Illinois
-$3.81M -23,790 Closed
ARC
3298
Advisor Resource Council
Texas
-$3.34M -19,747 Closed
QT
3299
Quantbot Technologies
New York
-$3.02M -18,512 Closed
BBL
3300
Beck Bode LLC
Massachusetts
-$2.61M -15,986 Closed

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.