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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
SGA
3351
Seaport Global Advisors
Massachusetts
-$276K -1,690 Closed
NRD
3352
Nebula Research & Development
New York
-$261K -1,600 Closed
GCP
3353
GSA Capital Partners
United Kingdom
-$256K -1,572 Closed
MA
3354
MAS Advisors
Florida
-$254K -1,554 Closed
CMI
3355
Clare Market Investments
Texas
-$249K -1,529 Closed
GCMG
3356
Gyroscope Capital Management Group
Florida
-$244K -1,496 Closed
HPM
3357
Hoxton Planning & Management
West Virginia
-$243K -1,489 Closed
ACM
3358
Acrisure Capital Management
Texas
-$241K -1,479 Closed
APW
3359
Aurora Private Wealth
New Jersey
-$241K -1,476 Closed
CCM
3360
Crew Capital Management
Ohio
-$226K -1,387 Closed
CFO
3361
Custos Family Office
Texas
-$225K -1,379 Closed
CWA
3362
Clarus Wealth Advisors
Arizona
-$230K -1,369 Closed
RIS
3363
Retirement Income Solutions
Michigan
-$223K -1,369 Closed
FEM
3364
Fulcrum Equity Management
Texas
-$223K -1,366 Closed
GBWM
3365
Granite Bay Wealth Management
New Hampshire
-$220K -1,346 Closed
SSWM
3366
Strait & Sound Wealth Management
California
-$218K -1,339 Closed
OL
3367
Optas LLC
Texas
-$217K -1,329 Closed
PHIC
3368
Pine Haven Investment Counsel
Massachusetts
-$212K -1,300 Closed
CCP
3369
Cassia Capital Partners
North Carolina
-$210K -1,288 Closed
CIM
3370
Corbyn Investment Management
Maryland
-$210K -1,286 Closed
CWA
3371
Canvas Wealth Advisors
Kansas
-$213K -1,274 Closed
EA
3372
Echo45 Advisors
California
-$207K -1,269 Closed
AA
3373
ACT Advisors
North Carolina
-$205K -1,258 Closed
WA
3374
Wealth Advisors
California
-$212K -1,255 Closed
WH
3375
Whitcomb & Hess
Ohio
-$205K -1,254 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.