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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.6B +$127M +795,120 +8%
N
27
Nuveen
North Carolina
$1.54B +$11M +68,907 +0.7%
UBS Group
28
UBS Group
Switzerland
$1.13B -$26.3M -163,973 -2%
Fisher Asset Management
29
Fisher Asset Management
Washington
$1.12B +$31.2M +194,678 +3%
Deutsche Bank
30
Deutsche Bank
Germany
$1.05B -$42.7M -266,162 -4%
Swiss National Bank
31
Swiss National Bank
Switzerland
$1.02B -$127M -789,500 -11%
UBS AM
32
UBS AM
Illinois
$973M
Goldman Sachs
33
Goldman Sachs
New York
$841M -$255M -1,587,636 -23%
Fayez Sarofim & Co
34
Fayez Sarofim & Co
Texas
$804M -$112M -695,712 -12%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$759M -$131M -819,263 -15%
Lazard Asset Management
36
Lazard Asset Management
New York
$758M +$164M +1,020,519 +27%
AllianceBernstein
37
AllianceBernstein
Tennessee
$743M -$48M -299,481 -6%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$727M +$12.6M +78,729 +2%
Bessemer Group
39
Bessemer Group
New Jersey
$718M +$40.3M +251,659 +6%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$657M -$10.3M -64,267 -2%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$629M +$65.8M +410,570 +11%
First Trust Advisors
42
First Trust Advisors
Illinois
$585M +$211M +1,314,813 +55%
Principal Financial Group
43
Principal Financial Group
Iowa
$563M -$9.64M -60,116 -2%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$532M -$224M -1,397,591 -29%
RJA
45
Raymond James & Associates
Florida
$518M +$29.5M +183,812 +6%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$514M -$25M -156,202 -5%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$512M -$88.3M -550,640 -14%
Barclays
48
Barclays
United Kingdom
$509M +$318M +1,983,571 +158%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$505M +$51.7M +322,567 +11%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$487M -$13.2M -82,569 -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.