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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
626
Cutler Investment Counsel
Oregon
$11M -$36.9K -230 -0.3%
LIM
627
Leavell Investment Management
Alabama
$11M +$79K +493 +0.7%
VCM
628
Violich Capital Management
California
$11M -$22.4K -140 -0.2%
B
629
Barings
North Carolina
$11M -$42.8K -267 -0.4%
ANBT
630
American National Bank & Trust
Texas
$10.9M +$796K +4,964 +8%
DP
631
Dearborn Partners
Illinois
$10.9M -$261K -1,627 -2%
SCA
632
Snowden Capital Advisors
New York
$10.8M +$1.43M +8,931 +15%
CWM
633
Calamos Wealth Management
Illinois
$10.8M -$263K -1,639 -2%
MDCM
634
Morgan Dempsey Capital Management
Wisconsin
$10.7M -$295K -1,837 -3%
CIA
635
CCM Investment Advisers
South Carolina
$10.7M -$239K -1,492 -2%
MIC
636
Means Investment Company
Maine
$10.6M -$60.3K -376 -0.6%
AIA
637
Allied Investment Advisors
Montana
$10.6M +$116K +721 +1%
LCM
638
LVM Capital Management
Michigan
$10.6M +$1.37M +8,575 +15%
HC
639
Hendley & Co
Ohio
$10.5M +$539K +3,360 +5%
NB
640
NBT Bank
New York
$10.5M -$144K -897 -1%
SW
641
SVB Wealth
Massachusetts
$10.5M -$1.57M -9,816 -13%
MBTD
642
Mechanics Bank - Trust Department
California
$10.5M -$505K -3,152 -5%
BHPW
643
Beverly Hills Private Wealth
California
$10.5M +$4.9M +30,573 +86%
BFS
644
Bard Financial Services
Connecticut
$10.5M -$60.1K -375 -0.6%
SCP
645
Stamos Capital Partners
California
$10.5M +$593K +3,700 +6%
1IA
646
1834 Investment Advisors
Wisconsin
$10.4M +$848K +5,289 +9%
FLPIM
647
F.L. Putnam Investment Management
Massachusetts
$10.4M +$646K +4,032 +6%
CT
648
Caldwell Trust
Florida
$10.4M -$257K -1,606 -2%
SAM
649
Strategy Asset Managers
California
$10.4M +$759K +4,735 +8%
MIM
650
Montgomery Investment Management
Maryland
$10.3M

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.