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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
HIF
3376
Hill Island Financial
Michigan
-$200K -1,253 Closed
D
3377
Dentgroup
Louisiana
-$204K -1,248 Closed
KPWG
3378
KFA Private Wealth Group
Virginia
-$203K -1,242 Closed
IFA
3379
Interactive Financial Advisors
Illinois
-$202K -1,236 Closed
ETS
3380
ESL Trust Services
New York
-$201K -1,232 Closed
GWM
3381
GoalFusion Wealth Management
Texas
-$201K -1,232 Closed
GJCM
3382
Grand Jean Capital Management
California
-$201K -1,231 Closed
GC
3383
GFG Capital
Florida
-$218K -1,216 Closed
AFG
3384
Affinia Financial Group
Massachusetts
-$205K -1,195 Closed
CBC
3385
Coombe, Bender & Co
New York
-$184K -1,130 Closed
First Eagle Investment Management
3386
First Eagle Investment Management
New York
-$171K -1,047 Closed
VFA
3387
Values First Advisors
Tennessee
-$170K -1,044 Closed
FIA
3388
FNY Investment Advisers
New York
-$163K -1,000 Closed
SSC
3389
Syverson Strege & Co
Iowa
-$157K -964 Closed
EI
3390
Ellevest Inc
New York
-$148K -910 Closed
OCM
3391
Orion Capital Management
California
-$97.1K -595 Closed
FA
3392
Fortis Advisors
Pennsylvania
-$88.4K -542 Closed
MCM
3393
Magnolia Capital Management
New York
-$65K -400 Closed
GCWM
3394
Graham Capital Wealth Management
District of Columbia
-$586K -359 Closed
CM
3395
Cornerstone Management
Georgia
-$56.1K -344 Closed
MWC
3396
MBM Wealth Consultants
Missouri
-$24K -150 Closed
ST
3397
Sageworth Trust
Pennsylvania
-$21.5K -132 Closed
RF
3398
Robbins Farley
New Hampshire
-$16.3K -100 Closed
BA
3399
Bellwether Advisors
Nebraska
-$12.6K -77 Closed
WFA
3400
West Financial Advisors
Iowa
-$6.54K -40 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.