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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
SHGA
676
Sand Hill Global Advisors
California
$9.67M +$116K +726 +1%
PCA
677
Peddock Capital Advisors
Massachusetts
$9.59M +$31.1K +194 +0.3%
PTB
678
Pioneer Trust Bank
Oregon
$9.54M +$60.1K +375 +0.6%
FA
679
Fagan Associates
New York
$9.5M +$233K +1,451 +2%
DWP
680
Daymark Wealth Partners
Ohio
$9.48M +$7.03M +43,819 +267%
API
681
Advisor Partners II
California
$9.44M +$483K +3,010 +5%
NMIFOAC
682
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$9.44M
IIM
683
Intact Investment Management
Quebec, Canada
$9.35M
TCOT
684
Trust Company of Toledo
Ohio
$9.27M +$170K +1,060 +2%
LMIM
685
Lockheed Martin Investment Management
Maryland
$9.26M -$6.29M -39,260 -40%
PIA
686
Petredis Investment Advisors
Pennsylvania
$9.24M -$21.3K -133 -0.2%
MFG
687
Merit Financial Group
Georgia
$9.23M +$1.14M +7,092 +14%
LG
688
LaFleur & Godfrey
Michigan
$9.22M +$750K +4,681 +9%
AIP
689
Ameritas Investment Partners
Nebraska
$9.2M -$457K -2,852 -5%
RMC
690
Resources Management Corp
Connecticut
$9.19M +$9.33M +58,223 +36,389%
SS
691
Simplicity Solutions
Minnesota
$9.18M -$1.41M -8,782 -13%
FNT
692
First Nebraska Trust
Nebraska
$9.17M +$6.57K +41 +0.1%
MCP
693
Mirador Capital Partners
California
$9.16M +$771K +4,812 +9%
ECM
694
ExodusPoint Capital Management
New York
$9.13M +$3.33M +20,752 +56%
EF
695
Empirical Finance
Pennsylvania
$9.11M +$971K +6,057 +12%
AWM
696
Axxcess Wealth Management
California
$9.08M +$125K +779 +1%
CNBT
697
Canandaigua National Bank & Trust
New York
$9.07M -$31.9K -199 -0.3%
EWP
698
Engrave Wealth Partners
Texas
$9.04M +$81.6K +509 +0.9%
FDCDDQ
699
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.04M +$2.4K +15 +0%
BCV
700
Banque Cantonale Vaudoise
Switzerland
$9.02M +$761K +4,745 +9%

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.