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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
CWM
326
CIBC World Markets
New York
$32.1M +$13.3M +83,205 +69%
WFMPM
327
Woodley Farra Manion Portfolio Management
Indiana
$31.7M -$84.3K -526 -0.3%
Brown Advisory
328
Brown Advisory
Maryland
$31.5M +$1.58M +9,872 +5%
X
329
Xponance
Pennsylvania
$31.4M -$3.33M -20,753 -9%
CF
330
Cantor Fitzgerald
New York
$31M -$293K -1,829 -0.9%
PFC
331
Poplar Forest Capital
California
$30.8M -$2.58M -16,095 -8%
QC
332
Quadrature Capital
United Kingdom
$30.7M +$11.2M +70,026 +56%
Cetera Investment Advisers
333
Cetera Investment Advisers
Illinois
$30.7M +$1.11M +6,911 +4%
IUHSA
334
Itau Unibanco Holding S.A.
Brazil
$30.7M -$5.73M -35,742 -15%
CIBC World Market
335
CIBC World Market
Ontario, Canada
$30.7M -$195K -1,215 -0.6%
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$30.7M +$3.07M +19,154 +11%
CTB
337
Country Trust Bank
Illinois
$30.6M -$794K -4,955 -2%
Dodge & Cox
338
Dodge & Cox
California
$30.1M -$1.15M -7,175 -4%
UIM
339
USS Investment Management
United Kingdom
$30M +$26.4M +164,700 +638%
GIBU
340
Gulf International Bank (UK)
United Kingdom
$29.9M -$9.36M -58,401 -23%
OC
341
Oppenheimer & Co
New York
$29.9M -$2.85M -17,793 -9%
FT
342
Fiduciary Trust
Massachusetts
$29.7M +$62K +387 +0.2%
CW
343
Connectus Wealth
Ohio
$29.6M +$1.46M +9,091 +5%
OSAM
344
O'Shaughnessy Asset Management
Connecticut
$29.6M -$79.5K -496 -0.3%
ATC
345
Argent Trust Co
Tennessee
$29.5M +$2.91M +18,141 +11%
USCWA
346
U.S. Capital Wealth Advisors
Texas
$29.4M +$1.97M +12,259 +7%
AI
347
Atria Investments
North Carolina
$29.3M +$60.1K +375 +0.2%
NB
348
Norinchukin Bank
Japan
$29M +$9.94M +62,026 +51%
SAAM
349
Solus Alternative Asset Management
New Jersey
$28.9M
TC
350
TownSquare Capital
Utah
$28.5M +$7.64M +47,645 +36%

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.