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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
PFO
601
Pathstone Family Office
New Jersey
$11.6M +$258K +1,610 +2%
B
602
Bailard
California
$11.5M +$5.6M +34,921 +91%
PP
603
Prudential plc
United Kingdom
$11.5M -$2.6M -16,239 -18%
CA
604
Cornerstone Advisors
North Carolina
$11.4M +$8.82M +55,000 +311%
GAM
605
Griffin Asset Management
New York
$11.4M -$78.7K -491 -0.7%
BFEC
606
Benjamin F. Edwards & Company
Missouri
$11.4M +$632K +3,944 +6%
Capstone Investment Advisors
607
Capstone Investment Advisors
New York
$11.3M +$11.5M +72,020 +7,202,000%
UAS
608
United Asset Strategies
New York
$11.3M -$3.95M -24,637 -25%
JIR
609
James Investment Research
Ohio
$11.3M -$187K -1,164 -2%
CAG
610
Crestwood Advisors Group
Massachusetts
$11.3M -$3.06M -19,069 -21%
BCM
611
Buckhead Capital Management
Georgia
$11.3M -$783K -4,882 -6%
WIC
612
Willis Investment Counsel
Georgia
$11.3M
AUB
613
Atlantic Union Bankshares
Virginia
$11.2M -$1.18M -7,334 -9%
FIA
614
Foundations Investment Advisors
Arizona
$11.2M +$1.4M +8,727 +14%
BWP
615
Baldwin Wealth Partners
Massachusetts
$11.2M -$119K -745 -1%
AIP
616
ARS Investment Partners
New York
$11.2M +$50.5K +315 +0.4%
CTA
617
Colonial Trust Advisors
South Carolina
$11.2M -$111K -690 -1%
EDRH
618
Edmond de Rothschild Holding
Switzerland
$11.2M +$649K +4,048 +6%
SG Americas Securities
619
SG Americas Securities
New York
$11.2M +$7.23M +45,088 +175%
TCM
620
Tufton Capital Management
Maryland
$11.1M -$334K -2,083 -3%
BMSSC
621
B. Metzler seel. Sohn & Co
Germany
$11.1M -$225K -1,406 -2%
TPCW
622
TD Private Client Wealth
New York
$11.1M +$1.53M +9,542 +16%
PAI
623
Pittenger & Anderson Inc
Nebraska
$11.1M +$466K +2,906 +4%
M
624
MOTCO
Texas
$11.1M -$304K -1,894 -3%
BWL
625
Bogart Wealth LLC
Virginia
$11M +$54.3K +339 +0.5%

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.