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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
GAM
3301
Grandview Asset Management
Pennsylvania
-$2.5M -15,297 Closed
AWC
3302
Abundance Wealth Counselors
Pennsylvania
-$2.32M -14,246 Closed
CCMT
3303
CMT Capital Markets Trading
Germany
-$2.08M -13,000 Closed
AC
3304
AXQ Capital
New Jersey
-$1.99M -12,200 Closed
DFG
3305
Delta Financial Group
New Jersey
-$1.87M -11,479 Closed
LOAMS
3306
Lombard Odier Asset Management (Switzerland)
Switzerland
-$1.86M -11,378 Closed
LCWP
3307
Legacy Capital Wealth Partners
Arkansas
-$1.67M -10,226 Closed
FWA
3308
FOCUS Wealth Advisors
Texas
-$1.6M -9,796 Closed
MF
3309
Magnetar Financial
Illinois
-$1.58M -9,675 Closed
SFP
3310
Sweet Financial Partners
Minnesota
-$1.47M -9,165 Closed
Barrow, Hanley, Mewhinney & Strauss
3311
Barrow, Hanley, Mewhinney & Strauss
Texas
-$1.48M -9,068 Closed
WFM
3312
Wolff Financial Management
Michigan
-$1.44M -8,830 Closed
IWM
3313
Iams Wealth Management
Nebraska
-$1.37M -8,537 Closed
TSS
3314
Two Sigma Securities
New York
-$1.35M -8,437 Closed
MCA
3315
Magnolia Capital Advisors
Mississippi
-$1.26M -7,716 Closed
CFA
3316
Compass Financial Advisors
Indiana
-$1.26M -7,702 Closed
OWM
3317
OneAscent Wealth Management
Alabama
-$1.2M -7,363 Closed
ETH
3318
Exos TFP Holdings
New York
-$1.19M -7,282 Closed
CPC
3319
Cookson Peirce & Co
Pennsylvania
-$1.05M -6,411 Closed
GCM
3320
Gladius Capital Management
Illinois
-$1.01M -6,298 Closed
QL
3321
Quarry LP
New York
-$938K -5,746 Closed
MWM
3322
MorganRosel Wealth Management
Colorado
-$893K -5,473 Closed
MG
3323
Marex Group
-$833K -5,104 Closed
MIA
3324
Milestone Investment Advisors
Wisconsin
-$733K -4,495 Closed
JWWM
3325
Johnson & White Wealth Management
Pennsylvania
-$720K -4,410 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.