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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
SCA
576
Stonebridge Capital Advisors
Minnesota
$12.3M +$365K +2,276 +3%
MA
577
Mutual Advisors
Nebraska
$12.2M -$139K -865 -1%
TCOV
578
Trust Company of Vermont
Vermont
$12.2M +$1.38M +8,620 +13%
TCM
579
Telos Capital Management
California
$12.2M +$400K +2,493 +3%
MLL
580
Moody Lynn & Lieberson
Massachusetts
$12.1M +$1.68M +10,499 +16%
AssetMark Inc
581
AssetMark Inc
California
$12.1M +$3.22M +20,081 +35%
SFS
582
Sowell Financial Services
Arkansas
$12.1M +$2.55M +15,926 +26%
AF
583
Allworth Financial
California
$12.1M -$85.9K -536 -0.7%
NFC
584
Northeast Financial Consultants
Connecticut
$12M -$482K -3,007 -4%
AOWM
585
Alpha Omega Wealth Management
Virginia
$12M -$364K -2,269 -3%
CGH
586
Crossmark Global Holdings
Texas
$12M -$139K -869 -1%
PWM
587
Perigon Wealth Management
California
$12M +$2.41M +15,034 +25%
MLICM
588
Metropolitan Life Insurance Company (MetLife)
New York
$11.9M -$581K -3,624 -5%
BMCM
589
Bryn Mawr Capital Management
Pennsylvania
$11.9M +$696K +4,342 +6%
ERIC
590
Eagle Rock Investment Company
Georgia
$11.9M -$51.3K -320 -0.4%
OAM
591
Oak Asset Management
California
$11.8M +$151K +944 +1%
ISL
592
Ingalls & Snyder LLC
New York
$11.8M +$31.9K +199 +0.3%
AWM
593
Absher Wealth Management
North Carolina
$11.8M +$316K +1,969 +3%
GW
594
GW & Wade
Massachusetts
$11.8M +$132K +826 +1%
LNC
595
Lincoln National Corp
Pennsylvania
$11.8M +$437K +2,728 +4%
SAA
596
Southeast Asset Advisors
Georgia
$11.7M +$200K +1,250 +2%
Optiver Holding
597
Optiver Holding
Netherlands
$11.7M +$2.12M +13,226 +22%
GCAC
598
Guardian Capital Advisors (Canada)
Ontario, Canada
$11.7M -$71.3K -445 -0.6%
KFP
599
KMG Fiduciary Partners
Ohio
$11.6M +$1.25M +7,787 +12%
CIS
600
Connors Investor Services
Pennsylvania
$11.6M -$82.6K -515 -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.