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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
NRS
651
Neville Rodie & Shaw
New York
$10.3M -$60.1K -375 -0.6%
AWAG
652
ARS Wealth Advisors Group
Florida
$10.3M -$386K -2,407 -4%
MAP
653
Managed Asset Portfolios
Michigan
$10.2M +$352K +2,198 +3%
BCM
654
BTC Capital Management
Iowa
$10.2M -$449K -2,798 -4%
CC
655
Courier Capital
New York
$10.2M +$2.75M +17,154 +36%
DIA
656
Dean Investment Associates
Ohio
$10.2M -$423K -2,638 -4%
PP
657
Patten & Patten
Tennessee
$10.2M -$4.01K -25 -0%
SWP
658
Stratos Wealth Partners
Ohio
$10M +$541K +3,377 +6%
VWA
659
Visionary Wealth Advisors
Illinois
$10M +$96.7K +603 +1%
AAA
660
Adams Asset Advisors
Texas
$10M -$1.28M -7,963 -11%
PI
661
PGGM Investments
Netherlands
$9.98M -$9.38M -58,521 -48%
AWCI
662
Alpine Woods Capital Investors
New York
$9.97M -$1.61M -10,032 -14%
LOPW
663
Live Oak Private Wealth
North Carolina
$9.93M -$23.4K -146 -0.2%
FFP
664
FourThought Financial Partners
Florida
$9.92M +$50.2K +313 +0.5%
BIA
665
Biondo Investment Advisors
Pennsylvania
$9.92M +$36.1K +225 +0.4%
MIC
666
Meridian Investment Counsel
California
$9.91M +$480K +2,992 +5%
OCAM
667
Onex Canada Asset Management
Ontario, Canada
$9.89M -$1.62M -10,135 -14%
KRSITF
668
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$9.84M -$119K -741 -1%
MGP
669
Metis Global Partners
California
$9.83M +$940K +5,864 +10%
HAI
670
Hennessy Advisors Inc
California
$9.79M -$441K -2,750 -4%
BAMF
671
BI Asset Management Fondsmaeglerselskab
Denmark
$9.78M -$1.2M -7,467 -11%
TMAM
672
Tokio Marine Asset Management
Japan
$9.76M -$22K -137 -0.2%
ECM
673
EagleClaw Capital Management
Massachusetts
$9.72M +$88.2K +550 +0.9%
SFO
674
Stokes Family Office
Louisiana
$9.69M -$25.7K -160 -0.3%
SWM
675
SeaCrest Wealth Management
New York
$9.68M +$244K +1,519 +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.