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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
AIM
351
Avity Investment Management
Connecticut
$28.3M -$3.57M -22,243 -11%
AAIM
352
American Assets Investment Management
California
$28.3M
HCM
353
Howland Capital Management
Massachusetts
$28.1M +$306K +1,909 +1%
BF
354
BOK Financial
Oklahoma
$28M -$183K -1,143 -0.6%
CTC
355
Central Trust Company
Missouri
$27.8M +$81.9K +511 +0.3%
WTC
356
WhitTier Trust Company
Nevada
$27.7M +$261K +1,625 +0.9%
LCM
357
Logan Capital Management
Pennsylvania
$27.7M +$567K +3,535 +2%
A
358
AustralianSuper
Australia
$27.6M +$27.3M +170,000 +3,054%
RJT
359
Raymond James Trust
Florida
$27.4M +$842K +5,251 +3%
FMLI
360
Fukoku Mutual Life Insurance
Japan
$27.3M
Thrivent Financial for Lutherans
361
Thrivent Financial for Lutherans
Minnesota
$27.1M +$1.08M +6,745 +4%
CA
362
CapWealth Advisors
Tennessee
$26.8M +$249K +1,556 +0.9%
CA
363
Cetera Advisors
Colorado
$26.8M -$1.34M -8,366 -5%
VanEck Associates
364
VanEck Associates
New York
$26.7M +$1.15M +7,182 +4%
GLA
365
Great Lakes Advisors
Illinois
$26.6M -$12.6M -78,584 -32%
IWS
366
Insight Wealth Strategies
California
$26.5M +$179K +1,114 +0.7%
DILIC
367
Dai-ichi Life Insurance Company
Japan
$26.2M -$722K -4,505 -3%
SSWM
368
Smith Salley Wealth Management
North Carolina
$26M +$221K +1,380 +0.8%
SI
369
Stephens Inc
Arkansas
$25.8M +$2.56M +15,981 +11%
PCIA
370
Prime Capital Investment Advisors
Kansas
$25.7M +$11M +68,564 +72%
BCIM
371
British Columbia Investment Management
British Columbia, Canada
$25.6M -$261K -1,626 -1%
CIC
372
Crawford Investment Counsel
Georgia
$25.5M +$619K +3,859 +2%
BPA
373
Beacon Pointe Advisors
California
$25.4M -$2.87M -17,882 -10%
ABC
374
Associated Banc-Corp
Wisconsin
$25.3M -$220K -1,375 -0.8%
FNT
375
First National Trust
Pennsylvania
$25.1M -$3.94M -24,605 -13%

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.