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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
TA
401
TruWealth Advisors
Louisiana
$22.6M -$228K -1,423 -1%
BA
402
Bridgewater Associates
Connecticut
$22.5M +$111K +690 +0.5%
ACA
403
Anchor Capital Advisors
Massachusetts
$22.5M -$736K -4,592 -3%
DZ Bank
404
DZ Bank
Germany
$22.4M -$24.7M -153,834 -52%
BSA
405
Braun Stacey Associates
New York
$22.2M -$22.6M -140,838 -50%
Macquarie Group
406
Macquarie Group
Australia
$22.2M -$547K -3,414 -2%
KRS
407
Kentucky Retirement Systems
Kentucky
$22M -$86.9K -542 -0.4%
PHAM
408
Pacific Heights Asset Management
California
$22M
GAM
409
Guinness Asset Management
United Kingdom
$21.9M -$2.98M -18,616 -12%
VRS
410
Virginia Retirement Systems
Virginia
$21.8M
VWM
411
Valley Wealth Managers
New Jersey
$21.8M -$640K -3,990 -3%
CDH
412
Charles D. Hyman
$21.5M +$72.9K +455 +0.3%
OPERF
413
Oregon Public Employees Retirement Fund
Oregon
$21.4M -$44.2M -275,800 -67%
OWP
414
Obermeyer Wealth Partners
Colorado
$21.2M -$557K -3,476 -3%
RIL
415
Rothschild Investment LLC
Illinois
$21.2M +$141K +877 +0.7%
BTW
416
Boston Trust Walden
Massachusetts
$21.1M -$3.55M -22,167 -14%
ESB
417
Essex Savings Bank
Connecticut
$21M +$58.4K +364 +0.3%
CWM
418
Congress Wealth Management
Massachusetts
$20.9M +$758K +4,730 +4%
MSRPS
419
Maryland State Retirement & Pension System
Maryland
$20.8M -$3.35M -20,911 -14%
LBC
420
Lowe Brockenbrough & Co
Virginia
$20.6M -$227K -1,418 -1%
VV
421
Verity & Verity
South Carolina
$20.6M +$747K +4,659 +4%
CM
422
Churchill Management
California
$20.5M -$12.1M -75,553 -37%
1832 Asset Management
423
1832 Asset Management
Ontario, Canada
$20.5M -$11.7M -73,211 -36%
JCM
424
Janney Capital Management
Pennsylvania
$20.2M -$362K -2,256 -2%
ASN
425
Advisory Services Network
Georgia
$20.1M -$671K -4,185 -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.