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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
CIC
476
Carnegie Investment Counsel
Ohio
$16.7M +$1.53M +9,566 +10%
BG
477
Bollard Group
Massachusetts
$16.6M +$141K +878 +0.8%
KPWS
478
Kestra Private Wealth Services
Texas
$16.6M +$1.84M +11,486 +12%
VF
479
Vest Financial
Virginia
$16.6M +$6.63M +41,325 +64%
C
480
Certuity
Florida
$16.5M +$251K +1,565 +2%
Jones Financial Companies
481
Jones Financial Companies
Missouri
$16.5M +$29.7K +185 +0.2%
EWA
482
EP Wealth Advisors
California
$16.5M -$60.2M -375,192 -95%
PA
483
Profund Advisors
Maryland
$16.4M -$2.06M -12,853 -11%
TCA
484
Taconic Capital Advisors
New York
$16.4M +$16.7M +104,355 New
IWC
485
Integrated Wealth Concepts
Massachusetts
$16.4M +$1.97M +12,299 +13%
SC
486
Scotia Capital
Ontario, Canada
$16.4M -$1.23M -7,687 -7%
ONB
487
Old National Bancorp
Indiana
$16.4M +$579K +3,612 +4%
ZCM
488
Ziegler Capital Management
Illinois
$16.4M -$1.06M -6,609 -6%
CA
489
Crewe Advisors
Utah
$16.3M -$141K -881 -0.8%
AP
490
Americana Partners
Texas
$16.2M -$504K -3,141 -3%
ICG
491
InterOcean Capital Group
Tennessee
$16.1M +$337K +2,105 +2%
PFS
492
Prospera Financial Services
Texas
$16.1M -$1.24M -7,765 -7%
SBWIC
493
Schaper Benz & Wise Investment Counsel
Wisconsin
$15.9M -$83K -518 -0.5%
PMEF
494
Point72 Middle East FZE
United Arab Emirates
$15.8M +$16.1M +100,715 New
HCMT
495
Highland Capital Management (Tennessee)
Tennessee
$15.8M -$77.8K -485 -0.5%
Lido Advisors
496
Lido Advisors
California
$15.8M +$524K +3,269 +3%
BFO
497
Boston Family Office
Massachusetts
$15.7M +$4.75M +29,601 +42%
SOAMC
498
Spirit of America Management Corp
New York
$15.6M -$1.62M -10,100 -9%
TSW
499
Thompson Siegel & Walmsley
Virginia
$15.5M -$160K -995 -1%
AIMC
500
Alley Investment Management Company
Illinois
$15.5M +$117K +729 +0.7%

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.