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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
CA
3326
Corrado Advisors
New Jersey
-$701K -4,299 Closed
HFRG
3327
Houlihan Financial Resource Group
Virginia
-$695K -4,262 Closed
RAG
3328
RIA Advisory Group
Iowa
-$692K -4,243 Closed
PF
3329
Phoenix Financial
Israel
-$671K -4,171 Closed
FC
3330
Financial Consulate
Maryland
-$572K -3,507 Closed
IAA
3331
Ironsides Asset Advisors
North Carolina
-$564K -3,455 Closed
HHGA
3332
Halbert Hargrove Global Advisors
California
-$554K -3,393 Closed
XC
3333
XY Capital
Hong Kong
-$503K -3,085 Closed
SC
3334
Shay Capital
New York
-$489K -3,000 Closed
FA
3335
Fermata Advisors
California
-$624K -2,872 Closed
XS
3336
XR Securities
Illinois
-$455K -2,836 Closed
GC
3337
Gibson Capital
Pennsylvania
-$454K -2,780 Closed
BCM
3338
Basso Capital Management
Connecticut
-$441K -2,700 Closed
GA
3339
Greenspring Advisors
Maryland
-$439K -2,691 Closed
NPPM
3340
North Point Portfolio Managers
Ohio
-$403K -2,469 Closed
AI
3341
AdvisorShares Investments
Maryland
-$394K -2,414 Closed
CCA
3342
Childress Capital Advisors
Texas
-$384K -2,353 Closed
BWM
3343
BCS Wealth Management
Tennessee
-$355K -2,173 Closed
SPP
3344
Single Point Partners
Massachusetts
-$332K -2,038 Closed
CFO
3345
Colony Family Offices
North Carolina
-$326K -2,000 Closed
JCM
3346
Jacobsen Capital Management
Utah
-$325K -1,991 Closed
CC
3347
Callan Capital
California
-$308K -1,888 Closed
AI
3348
Axiom Investors
Connecticut
-$307K -1,880 Closed
MIH
3349
Meitav Investment House
Israel
-$295K -1,809 Closed
CPCM
3350
Cardinal Point Capital Management
Ontario, Canada
-$289K -1,773 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.