We are live on ! Find out more
CVX icon

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
AWS
376
Atria Wealth Solutions
New York
$25M -$52.4K -327 -0.2%
PWP
377
Private Wealth Partners
California
$24.9M +$449K +2,802 +2%
FBA
378
Front Barnett Associates
Illinois
$24.8M -$612K -3,818 -2%
BCI
379
Brinker Capital Investments
Pennsylvania
$24.3M -$656K -4,092 -3%
OPS
380
Orion Portfolio Solutions
Nebraska
$24.3M -$656K -4,092 -3%
HIMC
381
Heritage Investors Management Corp
Maryland
$24.3M +$400K +2,492 +2%
AAS
382
Avantax Advisory Services
Texas
$24.2M -$373K -2,328 -1%
Acadian Asset Management
383
Acadian Asset Management
Massachusetts
$24M +$3.99M +24,870 +19%
IMRF
384
Illinois Municipal Retirement Fund
Illinois
$24M -$16.6M -103,834 -40%
JFG
385
Jefferies Financial Group
New York
$23.9M +$4.03M +25,161 +20%
N
386
Natixis
France
$23.8M -$32.2M -201,017 -57%
WJWM
387
Williams Jones Wealth Management
New York
$23.7M -$2M -12,452 -8%
AHB
388
Abner Herrman & Brock
New Jersey
$23.7M -$73.1K -456 -0.3%
CC
389
Cannell & Co
New York
$23.6M +$60.9K +380 +0.3%
IAA
390
Independent Advisor Alliance
North Carolina
$23.5M +$539K +3,360 +2%
FNBOO
391
First National Bank of Omaha
Nebraska
$23.5M -$357K -2,226 -1%
EMPI
392
Elo Mutual Pension Insurance
Finland
$23.3M +$239K +1,490 +1%
PA
393
Pinnacle Associates
New York
$23.2M +$4.9M +30,552 +26%
TI
394
Tidal Investments
Wisconsin
$23.2M +$857K +5,344 +4%
PR
395
Payden & Rygel
California
$23.1M -$4.52M -28,200 -16%
SAM
396
Securian Asset Management
Minnesota
$23M -$757K -4,722 -3%
FFA
397
First Foundation Advisors
California
$22.8M +$31.6K +197 +0.1%
EB
398
Eastern Bank
Massachusetts
$22.7M +$5.55M +34,588 +32%
Wealthfront Advisers
399
Wealthfront Advisers
California
$22.7M -$1.43M -8,949 -6%
Vontobel Holding
400
Vontobel Holding
Switzerland
$22.6M +$695K +4,334 +3%

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.