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
DWM
451
Dakota Wealth Management
Florida
$18.2M +$389K +2,424 +2%
NIM
452
Northeast Investment Management
Massachusetts
$18.2M -$256K -1,599 -1%
AAM
453
AR Asset Management
California
$17.9M -$240K -1,500 -1%
MCM
454
MAI Capital Management
Ohio
$17.8M +$2.68M +16,696 +17%
BWM
455
Buckley Wealth Management
Nevada
$17.8M -$81.8K -510 -0.4%
VAS
456
Vestmark Advisory Solutions
Massachusetts
$17.8M +$144K +901 +0.8%
GD
457
Grandfield & Dodd
New York
$17.7M -$3.3M -20,577 -15%
CT
458
Cambridge Trust
Massachusetts
$17.7M -$469K -2,927 -3%
ELI
459
Empire Life Investments
Ontario, Canada
$17.5M +$312K +1,949 +2%
CCB
460
Country Club Bank
Missouri
$17.4M -$788K -4,918 -4%
MWM
461
Moran Wealth Management
Florida
$17.4M -$545K -3,399 -3%
HFS
462
Hantz Financial Services
Michigan
$17.4M -$31.3K -195 -0.2%
KCM
463
Kanawha Capital Management
Virginia
$17.3M -$62.7K -391 -0.4%
Capital Fund Management (CFM)
464
Capital Fund Management (CFM)
France
$17.3M +$17.6M +110,000 New
FHA
465
First Horizon Advisors
Tennessee
$17.2M +$26.1K +163 +0.1%
MYAM
466
Meiji Yasuda Asset Management
Japan
$17.1M +$4.75M +29,634 +37%
CA
467
Callahan Advisors
Texas
$17.1M +$118K +737 +0.7%
TW
468
Transform Wealth
Colorado
$17M +$559K +3,488 +3%
LSERS
469
Louisiana State Employees Retirement System
Louisiana
$17M -$1.25M -7,800 -7%
RIA
470
RPG Investment Advisory
California
$17M -$447K -2,791 -3%
RAM
471
Redmond Asset Management
Virginia
$16.9M +$57.6K +359 +0.3%
CTI
472
Community Trust & Investment
Kentucky
$16.9M -$209K -1,303 -1%
BHWM
473
Bar Harbor Wealth Management
New Hampshire
$16.8M -$416K -2,593 -2%
VIA
474
Vident Investment Advisory
Georgia
$16.8M -$2.84M -17,724 -14%
WS
475
Wedbush Securities
California
$16.8M -$345K -2,150 -2%

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.